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Sharepoint and Excel Services Data Refresh Settings Chart

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Softvative's Infographics - Sharepoint and Excel Services Data Refresh Settings Chart

By: Faisal Masood - PMP, MCITP, MCTS
Sharepoint, MS Project Server EPM / PPM Consultant
www.Softvative.com

Published in: Data & Analytics
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Sharepoint and Excel Services Data Refresh Settings Chart

  1. 1. SharepointMicrosoft ExcelRoles related to Refresh SettingsSharepoint and Excel Services Data Refresh Settings ChartBy: Faisal Masood – PMP, V: 1.3www.softvative.com Excel DesktopExcel Workbook on Desktop Note: The above process is just an initial draft. External DataSSASData Connection.ODC fileRefresh Controls: · Enable background refresh · Refresh every n minutes · Refresh data when opening the file Excel ServicesExcel Workbook in SharePoint Excel ServicesRefresh Options within Excel FileExcel Workbook AuthorWeb Part EditorRefresh selected Connection(Alt + F5) Refresh all Connection(Ctrl + Alt + F5) AutomaticRefreshManualRefreshRefresh Controls: · Enable background refresh · Refresh every n minutes · Refresh data when opening the fileRefresh selected Connection(Alt + F5) Refresh all Connection(Ctrl + Alt + F5) Automatic RefreshManual RefreshExcel Services(External Data Cache Lifetime) Automatic refresh (periodic / on-open) – default 300 secondsManual Refresh – default 300 secondsExcel Web Part Properties Refresh Options Excel Web Viewer Refresh OptionsRefresh selected ConnectionRefresh all ConnectionPeriodically Refresh if Enabled in WorkbookRefresh Selected Connection, Refresh All ConnectionsSharePoint Farm AdminUser with Access Excel

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