Excel Dashboard Connection Refresh

Hi
we have a number of dashboards that we have created on our Project Online instance using the excel web part version of sharepoint.
To refresh the data we have to open the excel sheet and click refresh connections, is there an automated way to do this without opening the file, or creating a job which opened the files from sharepoint and ran a refresh and saved and closed it?
Thanks
Sean

Hi Sean,
A way to automatically refresh odata reports is to use PwoerBI. The 3 first articles on the following blog will give you the procedure:
http://ppmblog.org/tag/odata-2/
Hope this helps,
Guillaume Rouyre, MBA, MVP, P-Seller |

Similar Messages

Odata Connection Refresh Error while using excel web app - Project Online 2013

Hello All,
I am trying to work with odata reporting on project online 2013. I am not using MS Excel client, I open any of the available default report in excel online. when i try to refresh data connection from data tab. it's giving me an error
as show below
screen..
I have already enabled "PWA for excel web app refresh" feature.
Following the blog instructions and microsoft support, i have tried to grant permission to
AppId= 00000009-0000-0000-c000-000000000000
And In the Permission Request XML field, copy and paste the following XML:
<AppPermissionRequests>
    <AppPermissionRequest Scope = "http://sharepoint/projectserver/reporting"
Right="Read">
    </AppPermissionRequest>
    <AppPermissionRequest Scope = "http://sharepoint/content/tenant"
Right="FullControl">
    </AppPermissionRequest>
</AppPermissionRequests>
Now, According to the microsoft, it should show Microsoft.Azure.Azureservices as Title but as per below screen shot it shows Power BI Reporting and Analytics..
title.<o:p></o:p>
However, i click on ok button and check that the permission has been granted. i can see Microsoft Power BI reporting and analytics in the app permissions.
I again go to my BI reporting, open my report in excel online and refresh the data connection and nothing changed. It's giving me the same error.
I hope that i am able to narrate my problem. Please tell me, What i am missing here...
sandeep

Ok, why did manually add / update the permission XML? Do you get this error for new Excel based reports? Test creating a new one, example here:
http://pwmather.wordpress.com/2013/08/01/projectserver-projectonline-highlight-report-example-ps2013-sp2013-excel-bi-office/
http://pwmather.wordpress.com/2013/09/16/projectserver-projectonline-example-report-ps2013-sp2013-office365-bi-excel-powerpivot/
http://pwmather.wordpress.com/2014/07/17/getting-started-with-projectonline-part-9-ps2013-office365-project-ppm-sharepointonline-pm-sp2013/
Paul
Paul Mather | Twitter |
http://pwmather.wordpress.com | CPS

How to setup excel workbook connection AUTO refresh in Power-pivot?

How to setup excel workbook connection AUTO/Online refresh in Power-pivot portal?
Please do let us know your feedback. Thank You - KG, MCTS

Power Pivot portal? On SharePoint? On PBI for O365?
Thanks!
Ed Price, Azure & Power BI Customer Program Manager (Blog,
Small Basic,
Wiki Ninjas,
Wiki)
Answer an interesting question?
Create a wiki article about it!

Export to Excel: Row Auto Height Removed on Data Connection Refresh

Hi all,
When I perform a Data Connection Refresh on an Excel workbook exported from SharePoint it removes the row auto height I had in place, hiding valuable information. This is an additional column I added to perform some calculations.
Any ideas?
K.
Personal Blog: http://thebitsthatbyte.com

Hi Kelly,
As I understand, you have a SharePoint list and click export to Excel under List tab. Then the list is exported to Excel spreadsheet.
Generally speaking, all field column width and height keep in the same size when the list is exported to Excel. In Excel, under PAGE LAYOUT tab > Scale to Fit, make Width and Height to be Automatic and Scale to 100%.
Then the cell should be good. If there is some column still exceed the width of Excel cell, please right click the cell > Format cells > Alignment > Text control, click Wrap text to increase the cell size to fit the text, or click Shrink to fit
to shrink the text.
Regards,
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact
[email protected] .
Rebecca Tu
TechNet Community Support

Automatic refresh of excel sheet connected to MSAS Cube

I have a requirement, we have a excel spreadsheet connected to cube on a share drive that other applications use as input feed.
Cube is refreshed daily is there a way to refresh data in the spreadsheet automatically after cube refresh?

Yes , you can set the Excel spreadsheet to refresh automatically for every X number of minutes.
Under data go to connections tab and select the usage properties and select REFRESH every check box and enter the number of minutes or so to refresh the spreadsheet automatically.
Please mark as answer, if this has helped you solve the issue.
Good Luck :) .. visit www.sqlsaga.com for more t-sql code snippets and BI related how to articles.

EXCEL ONLINE - Automaticly refresh data in excel from the online data

Hi
Love some help with this one
QUESTION
Is their anyway 5 users can use excelonline fileA and also keep a uneditable version fileA open in desktop excel and manually refresh the desktop version to see the latest version of the document in uneditable mode still of course?
DESRCIPTION
We use excelonline for about 5 users to access the same 5MB excel file. Now because excelonline does not allow marcos to be run, proper printing and proper copy and paste in html formats (we need to copy and paste sheets into outlook in html format or run
macros) we need to open the desktopexcel application to use printing and copy functions into outlook.
All 5 users need to enter the data in excelonline then SYNC now in sharepoint so the excel is updated and then open desktopexcel then a pop up to use latest server version asks us to use latest. We want latest so we then click okay. Great we now have the
latest data. We can then run macros etc....
We then close down desktopexcel and enter more online data through the day and have to repeat SYNC now in sharepoint so the excel is updated and then open desktopexcel then a pop up to use latest server version asks us to use latest. We want latest so we
then click okay. Great we now have the latest data. We can then run macros etc....
We have to repeat this many times over the same day... that is 5 people doing like this though out the day. Wasting alot of time.
QUESTION
Is their anyway 5 users can use excelonline fileA and also keep a uneditable version fileA open in desktop excel and manually refresh the desktop version to see the latest version of the document in uneditable mode still of course?
Regards
Lee

Thank you.
If I understand correctly from your advice, that is I should create QaaWs to pull data from SAP BI, which will return data in tabular format. Map the data in the cell range of a hidden tab, re-arrange and format the data into the row?
Another concern: I need to display data for 4 quarters (Q1, Q2, Q3,Q4) in the dashboard, but QAAWS will only pulls data when the data is available in the database.
   Eg. Only data for 3 quarters are found in the database, QAAWS will return data for Q1, Q2,Q4.
         This will mess up the position fixed in the xcelsius. Do you have any suggestion on this?
   Sorry to bother u for the simple questions.
   Thank you.

Need Help: Could WEBI report directly based on EXCEL file be refreshed?

In 3.0, Could WEBI reports directly based on EXCEL file be refreshed, after exporting to BOE platform?
I've made a test on that and find out WEBI report could not be freshed in Infoview while DESKI report could.
Some colleague suggest me to build the WEBI report based on a Universe created based on the EXCEL file.
I want to confirm, is it a by-design that we could only refresh WEBI report based on universe? or I could do some setting to made the refreshment of WEBI based directly on EXCEL file works?
Please Help!! Thanks a lot~~~

Hi Rachel,
You could try the Rich Client Product Guide [http://help.sap.com/businessobject/product_guides/boexir3/en/xi3_web_intelligence_rich_client_en.pdf] but I don't think it is a problem...more like a feature by design - it makes sense.
You could try the route of creating a universe on top of excel... See posts
[DBMS Independent universe;
[how to connect to excel sheet and create a universe on top of that;
Hope this helps
Jacques

Dashboard prompt Refreshes the whole page

Hello Experts
When i change a dashboar prompt on the dashboard, it refreshes the whole page instead of that one report where the dashboard prompt applies. How can i limit to just refresh or update only the reports it is suppose to instead of all the reports on the dashboard page. Please advise.
Thanks
Ravi

I agree to what you are saying, in my case if i have 3 reports on the dashboard page only report is is prompted the other two reports are not, still those reports gets refreshed which means i get processing rotating clock on all the 3 reports even though the 2 reports dont change with the prompt selection and then all the report appears. It is just annoying for the users, so i just want that one report to update or refrsh and the other reports should stay still. Hope i am little clear this time.
Thanks
R

Excel cannot connect to the SharePoint list

Please see below for the event log information
Log Name: OAlerts
Source: Microsoft Office 14 Alerts
Date: 22/05/2013 12:18:20 PM
Event ID: 300
Task Category: None
Level: Information
Keywords: Classic
User: N/A
Computer: PCNAme
Description:
Microsoft Excel
Excel cannot connect to the SharePoint list.
P1: 101359
P2: 14.0.6029.1000
P3:
P4:
Event Xml:
<Event xmlns="http://schemas.microsoft.com/win/2004/08/events/event">
<System>
<Provider Name="Microsoft Office 14 Alerts" />
<EventID Qualifiers="0">300</EventID>
<Level>4</Level>
<Task>0</Task>
<Keywords>0x80000000000000</Keywords>
<TimeCreated SystemTime="2013-05-22T10:18:20.000000000Z" />
<EventRecordID>963</EventRecordID>
<Channel>OAlerts</Channel>
<Computer>Z88AE1DAB0658.pioneergroup.pioneerfoods.co.za</Computer>
<Security />
</System>
<EventData>
<Data>Microsoft Excel
</Data>
<Data>Excel cannot connect to the SharePoint list.
</Data>
<Data>101359
</Data>
<Data>14.0.6029.1000
</Data>
<Data>
</Data>
<Data>
</Data>
</EventData>
</Event>
May your PC's be fast and your restarts few.

Hi there!,
Check the following thread:
http://community.spiceworks.com/topic/334543-excel-cannot-connect-to-the-sharepoint-list
Our problem ended up being a 3rd party monitoring agent/service we activated on the server.
Check the OP - I list what I've tried. Perhaps you may find your problem there?
May your PC's be fast and your restarts few.

Excel ODBC Connection Issues

I'm having some issues importing external data from an Oracle 9i database.
Here is what is happening:
I am initially able to import data from the table I want to into Excel.
I do this through "Data -> Import External Data -> New Database Query" where I have my .ORA data source. I'm able to log in using my user and password and import the table. My problems come after I import this first set of data.
If I try to "Edit Query…" I get an error box that says "[Microsoft][ODBC Driver Manager] Driver's SQLSetConnectAttr failed".
If I try to "Refresh Data" I get two error boxes. The first is just: "[Microsoft][ODBC driver for Oracle][Oracle]" and the next says: "[Microsoft][ODBC Driver Manager] Driver's SQLSetConnectAttr failed". It then prompts me for the User name and password of the DB I'm connecting and after I enter the information, I get the same two error messages.
Also, if I attempt to establish another connection following the "Data -> Import External Data…" steps I run into a different problem. Upon entering the information for the User Name and password prompt I get two error messages. One says "!" and the next box says "Couldn't read this file". Once I click "OK" in those boxes, the Microsoft Query window automatically opens with nothing in it.
I can't seem to figure out why I can initially pull down data and then cannot succeed afterwards. I'm unable to connect to the DB I have through Excel until I completely closed all Microsoft Excel instances.
I also use this data source in Microsoft Access without any problems.
My Excel version is 2003.
I'm using Oracle Drivers I'm using are from an "Instant Client" package.
Any thoughts why I'm having these connections issues?
Thanks in advance.

This issue is closed.
The solution was:
"Data -> Import External Data -> Import Data"
Select "New Source" and select the "Oracle" data source and filled in the appropriate information. This was similar to the database query but it actually works.

Sharepoint excel data not refreshed

Hi All,
I have SharePoint foundation 2010, add one excel document after that trying to open that excel document it is showing error message.
Error message:-
Unable to referesh data for a data connection in the workbook.
try again or contact your sharepoint adminstator. the following connection failed to referesh.
powerpivot data.
-> click on OK it is opened after that go to menu Data refresh selected connection. It is open error Message.
It is showing error message
Error message:
The current selection is not within a refreshable region of the workbook.
Select a refreshable region,such as a pivot Table, before clicking on the refersh selected connection Buttion.
Unable to refresh data for a connection in the workbook.Try again or contact your administrator. The following
connections failed to refresh: ThisWorkbookDataModel
How to fix this issue. Please
let me know how to resolve this.
hope this helps.
Best Regards.
Johnson.

Hi,
From your description, I know when you open excel document and it pops up some error message regarding refresh data for a data connection in a library within SharePoint Foundation 2010.
For Excel workbooks that contain PowerPivot data, Excel Services returns this error if it submits a connection request to a PowerPivot server and the request fails. Excel Services cannot connect to or load the PowerPivot data. You could refer to this article:
https://msdn.microsoft.com/en-us/library/ff487856.aspx?f=255&MSPPError=-2147217396.
If you use Excel 2013 in your environment, you could refer to this article:
"Unable to refresh data for a data connection in the workbook" error when you interact with an Excel 2013 workbook in a SharePoint Server 2010 farm
http://support.microsoft.com/en-us/kb/2755126
Besides, you could get something from these links:
http://social.technet.microsoft.com/wiki/contents/articles/11566.refreshing-powerpivot-for-sharepoint-2010-sql-2008-the-data-connection-uses-windows-authentication-unable-to-refresh-data-for-a-data-connection-in-the-workbook-errors.aspx
http://www.sharemuch.com/2012/01/22/troubleshooting-powerpivot-unable-to-refresh-data-for-a-data-connection-in-the-workbook/
If above all don’t work, please check if there are more related error messages (which recorded around the time of error occurring when you open Excel file) from ULS log for help troubleshoot the issue.
Best Regards,
Vincent Han
TechNet Community Support
Please remember to mark the replies as answers if they help, and unmark the answers if they provide no help. If you have feedback for TechNet Support, contact
[email protected]

Multiple select queries used in Excel BI report ,fetching data from Sharepoint DB(SP2010_Prod_ProjectServer) causing blockage on DB ,when more than one workbook(same copy of Excel BI Report) refreshed using Refresh All option.

I am using mutiple select queries to fetch data from Project Server 2010 DB(its sharepoint DB) and these queries fetch data in Excel BI report by establishing connection with DB using instance name and all. I have enhance all these select queries and data
is being fetched in secs. but when more than one copy of same Excel BI report is refreshed using 'Refresh All' option, then these select queries cause blockage on DB.
Please let me know mitigation for this blockage issue.
Should I use begin transaction and commit transaction statements/ shared lock statements.
please reply

Hi,
run same query at the same time?

Excel Services Connectivity on Sharepoint 2013 for external user

Currently , external user is able to refresh the data on sharepoint site through browser. the data connection is pointing the one of the external data source. But how can an external user (Internet user which accessing sharepoint through internet) download
a copy of excel in sharepoint library and open the excel workbook with data refresh ability at client machine ?
Do we need client machine to be able to access / ping the external data source?
Thanks.

Thanks for the response.
They want to perform data analysis and design their own report with own template , for example : to remove subtotal from the powerpivot tables which we cannot change the formatting at the excel services at browser level.
So if i understand correctly, we need to get the client machine to be able to access to the database server directly to get the access to the cube for data analysis although we had this odc file connection setup, am i right?
For internal user, network team should open port / access for them to access database server directly.
For external user, either to open public access to the database server directly or setup a VPN connection for the external user to access the database server in their secure network.
Let me know if i understand this correctly.
Thanks.

Excel Data Connection problem for posting Excel on SharePoint 2013

Hi there,
I tried to post an Excel file to a SharePoint 2013 site. The file has a column with VLOOKUP formula to look for data from another Excel file posted on the same site. However, once I open the file, it'll show the following message:
"We can't connect to '[link to file on onedrive/sharepoint]'. Please make sure you're using the correct
web address"
I don't recognize the website on this error message and there is no data linked to it. If I click OK, it'll show the following error message:
"Microsoft Excel cannot access the file '[link to file on onedrive/sharepoint]'. There are several possible reasons:
- The file name or path does not exist
- The file is being used by another program
- The workbook you are trying to save has the same name as a currently open workbook"
I tried to create another Library and post the file but it still shows me the same error message. I urgently need to fix this error as the file is viewed by several directors. Can someone help??? Thanks a lot!!

Currently, when a workbook that contains a Data Model is published to a library in Office 365, data refresh is unavailable.
However, you can use a PowerShell script to configure a workaround.
donwload this white paper for workaround:
http://technet.microsoft.com/en-us/library/jj992650.aspx
Please remember to mark your question as answered &Vote helpful,if this solves/helps your problem. ****************************************************************************************** Thanks -WS MCITP(SharePoint 2010, 2013) Blog: http://wscheema.com/blog

Excel Services, connection to remote DB fails.

Hi got this error message (below) when I try to refresh a excel powerpivot document with a Connection to a remote database (not SharePoint). I have configured an unattended account, and we run this workbook with an SQL-account with db-reader permissions
to the database. If we run the workbook directly from Excel it works excellent. I followed all guides on TechNet etc, but can get this to work.
An error occurred while working on the Data Model in the workbook. Please try again.
We were unable to refresh one or more data connections in this workbook.
The following connections failed to refresh:
SqlServer jon-int-sql01 testdb

Also get this in the event Viewer:
OLE DB or ODBC error: Login failed for user 'sp2013'.; 28000.
But I can login remotely from the SharePoint server with sql management studio, so my credentials are correct.

Excel Dashboard Connection Refresh

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