Refresh Excel data/charts reports in sharepoint

Hi all,
I created an Excel report with some Pivot Charts, starting from a
Sharepoint list data.
The Excel is saved in a document library of the site.
The aim is to keep Excel data/charts updated with the values of the corresponding
list.
When I open the Excel with Excel Online and click on "Data" - "Refresh all", I see no updates.
Anyway, if I export the Excel on my pc and click on refresh data, I can see the updates.
Any solutions? Thanks in advance

You can't refresh the SharePoint List data in Excel this way. I thought you are using SharePoint server then you need to configure power pivot for your form after that you can get the Odata feed from the SharePoint list using the Odata source you can refresh
the data in excel online.
PowerPivot Configuration:
http://rajeshagadi.blogspot.in/2013/07/installing-powerpivot-for-sharepoint.html
Connect Odata feed to Excel
http://blogs.technet.com/b/excel_services__powerpivot_for_sharepoint_support_blog/archive/2014/02/24/powerpivot-scheduled-data-refresh-from-a-sharepoint-list-using-odata-data-feed-connection-powerpivot-2012-sp1-for-sharepoint-2013.aspx
http://www.sptechcon.com/news/sharepoint-dashboard-excel
Ravin Singh D

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The Excel Data Model uses SQL to contact our data warehouse and pull through data into tables.
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The data in our data warehouse is updated daily and so I would like to refresh the workbook daily and remove the option to refresh the data in the browser.
Is this possible with a workbook that has an Excel Data Model (I've seen lots of posts that relate to workbooks with connections to tabular models).
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Hi Paul,
I have answered this issue in this thread that you posted in SQL Server PowerPivot for SharePoint forum, please see:
http://social.msdn.microsoft.com/Forums/en-US/9627939c-e9f1-48ae-a6ed-0c238d8f2d69/excel-workbook-with-excel-data-model-stored-on-sharepoint-daily-refresh?forum=sqlkjpowerpointforsharepoint
Furthermore, this issue is more related to PowerPivot for SharePoint. If you have any more questions about PowerPivot for SharePoint, I would sugget you open a new thread in the forum below for better support:
http://social.msdn.microsoft.com/Forums/en-US/home?forum=sqlkjpowerpointforsharepoint
Thanks for your understanding.
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Elvis Long
TechNet Community Support

Refresh Excel Data in OfficeControl

Hey,
I have seen a few posts about loading SAP data from an internal table and downloading to Excel. But is there a way to refresh the Excel data without downloading?
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The OLE2 functions in ABAP (which would allow this tight integration) seem to use the GUI to serve the OLE2 requests -
[ABAP/4 OLE Automation Controller|http://help.sap.com/printdocu/core/print46c/en/data/pdf/bcfesde6/bcfesde6.pdf]
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Sure,
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http://3sharp.com/blog/copy-and-paste-from-excel-to-a-sharepoint-list/
https://clintoncherry.wordpress.com/2008/02/27/bulk-copy-and-paste-into-a-sharepoint-list/
https://social.technet.microsoft.com/Forums/sharepoint/en-US/3c60ee05-1408-4b73-bb2b-2d42bf913572/how-to-copy-excel-sheet-data-to-sharepoint-2010-list
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Cross Tab export : Excel Data Only - Row headings are *bottom* aligned?

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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
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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]

Data refresh in background for an Excel workbook published on a SharePoint 2013 site

Hi,
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Thanks

did you try to use the
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Check this technet: http://technet.microsoft.com/en-us/library/hh525344.aspx
more options over here:
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Hi MercuryMan,
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http://blogs.technet.com/b/excel_services__powerpivot_for_sharepoint_support_blog/archive/2013/07/11/excel-services-using-a-sharepoint-list-as-a-data-source.aspx
http://technet.microsoft.com/en-us/library/hh230322.aspx
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http://technet.microsoft.com/en-us/library/hh231522.aspx
http://technet.microsoft.com/en-us/library/hh759325.aspx
Regards,
Mike Yin
If you have any feedback on our support, please click
here
Mike Yin
TechNet Community Support

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-=-=-=-=-=-=-=-=-
Another thing I've tried is exporting the data through the Table menu. But since the list already exists, I can't do anything with it.
Adios, Clay Harryman

Hi,
Do you have your Odata connection stored in a sharepoint list zo you can reference to that point?
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When you see answers and helpful posts, please click Vote As Helpful, Propose As Answer, and/or Mark As Answer. Thank You

Error When Refresh Formatted Data inside Excel Analyzer

I have build a Excel template and load up this to the BI Publisher Server. When I call this template after the log in works fine. When I refresh the data normal it works also fine, but when I try to refresh formatted Data I get the error "Error: This report does not support HTML as an output format." I will not use html output inside Excel, I will use the original Excel template with refreshed data.

Hi Tim,
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Not having to refresh the data in the main report but only in the subreport

Hi SAP,
I have a report that uses a stored procedure in the main report and uses regular database tables in the subreport. The data returned from the stored procedure reports information from the month-end database (a cutoff point from the previous month's numbers) while the subreport reports information from the live database. This report gets run everyday to show the changes in numbers from the live database. Obviously the numbers from the month-end database remainds static until the next month's cutoff database is created.
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Is this still an issue, Ramu?
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i am using Crystal Report XI R2 RAS Embedded in my server.
as we can add any number condition fields programatically using the method
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Excel Spreadsheet as Data Source & Copying that Data to an Existing SharePoint List

Hello,
I have an Excel spreadsheet that I get daily and cut and paste into an existing SharePoint list. Is there a way to make that Excel spreadsheet a data source and copy the data to an existing SharePoint list with less manual involvement?
Tools at my disposal include: SharePoint 2010 Designer, InfoPath, and Access.
I thought there might be a REST method I could use via InfoPath but I'm not aware of any offhand.
Goal is to have a method to upload/overwrite an Excel file (stored in a SharePoint library), every day, and then automate the process of copy it to a SharePoint list (actually overwriting the old data in the SharePoint list).
Any help would be greatly appreciated.

Hi,
We can create a console application and use C# code to read the data from the Excel file and using SharePoint .Net Client Object Model to add the data into a SharePoint list, then create a windows job to execute the console application.
The following articles for your reference:
How to: Create a Console Application
https://msdn.microsoft.com/en-us/library/office/ms438026(v=office.14).aspx
C# How To Read .xlsx Excel File With 3 Lines of Code
http://www.codeproject.com/Tips/801032/Csharp-How-To-Read-xlsx-Excel-File-With-Lines-of
How to: Create, Update, and Delete List Items
https://msdn.microsoft.com/en-us/library/office/ee539976%28v=office.14%29.aspx?f=255&MSPPError=-2147217396
Schedule a task
http://windows.microsoft.com/en-au/windows/schedule-task#1TC=windows-7
Best Regards
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
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Upload Excel data to Sharepoint list VIA infopath form

Hi,
I'll try to explain the process of what I want to do first.
1. In Excel
I have an exceldocument (XLS, XLSX or XLSM) with 4 named columns and a named worksheet saved locally on my computer.
I want to upload this data into preferably a custom list in sharepoint but it needs to run via a infopath template first.
2. In Infopath
The Infopath template will prompt the user to specify values in 2 additional fields.
After giving input to these fields user may browse for the locally stored excel document and upload the document.
In the same infopath template a dynamic array should be visible containing 6 columns (4 from excel + 2 from headerlevel of template) and the amount of rows based on the number of rows from excelsheet.
At the end of template a submit button is found for uploading the entire array into sharepoint custom list.
Is this possible to do at all?
NOTE! End user should not have to save the excelsheet as XML file nor do a XML mapping.
Infopath should, perhaps with help of VBA read excelsheet and transfer data to correct destination in sharepoint on it self.
Looking forward to your reply

Hi Jonas,
You can attach your Excel doucment into InfoPath form and send InfoPath form to a custom web service. Then you can parse the Excel data and combine the Excel data and additional fields into SharePoint list in the customized web service.
For more information, you can have a look at the thread:
http://dandeng.blogspot.com/2012/03/submit-infopath-form-data-to-web.html
http://www.codeproject.com/Articles/88547/Submit-entire-InfoPath-form-to-web-service
https://social.msdn.microsoft.com/Forums/office/en-US/590f1e78-5c08-47bd-8af4-9709102b568d/webservice-to-send-attachments-in-infopath-form-to-different-location?forum=sharepointcustomization
https://msdn.microsoft.com/en-us/library/office/gg575571.aspx?f=255&MSPPError=-2147217396
Best Regards,
Eric
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]

Refresh Excel data/charts reports in sharepoint

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