How To Auto Refresh Excel Sheet In Sharepoint Document Library

Are you looking for ways to automatically refresh an Excel sheet in your SharePoint document library? In this section, we will guide you through the process, ensuring that you can optimize your workflow and save time.

To auto refresh an Excel sheet in a SharePoint document library, there are a few possible approaches. One option is to configure Excel Services data refresh using external data connections. This method allows you to establish a connection to external data sources and automatically refresh the data in your Excel sheet.

Another option is to use a custom solution that leverages SharePoint Online. With this approach, you can create a custom script or application that triggers the auto refresh functionality for your Excel sheet. This can be particularly useful if you have specific requirements or want more control over the refresh process.

However, it’s important to note that the specific method for auto refreshing Excel sheets may vary depending on the version of SharePoint being used. It’s recommended to refer to the SharePoint documentation or consult with a SharePoint expert for more accurate and up-to-date information on implementing auto refresh for Excel sheets in a SharePoint document library.

Additionally, there are restrictions and considerations that need to be taken into account. For example, certain user logon requirements or limitations may affect the auto refresh functionality. Understanding these restrictions will help ensure the smooth implementation of auto refresh for your Excel sheets.

By implementing the auto refresh feature, you can enhance your workflow efficiency and ensure that your data is always up-to-date. So, whether you choose to configure Excel Services data refresh or opt for a custom solution, take advantage of the available methods to streamline your processes and maximize productivity.

Configuring Excel Services Data Refresh

One way to achieve auto refresh for Excel sheets in a SharePoint document library is by configuring Excel Services data refresh. By utilizing external data connections, you can ensure that your Excel sheets are always up to date with the latest information.

Configuring Excel Services data refresh involves a step-by-step process:

  1. First, access the SharePoint document library where your Excel sheets are stored.
  2. Open the Excel sheet that you want to enable auto refresh for.
  3. Next, go to the “Data” tab in Excel and click on “Connections” in the “Get External Data” section.
  4. In the “Workbook Connections” dialog box, select the external data connection that you want to refresh automatically.
  5. Click on “Properties” and navigate to the “Usage” tab.
  6. Check the “Refresh data when opening the file” option to enable automatic data refresh.
  7. Click on “OK” to save the changes.

It’s important to note that the specific steps may vary depending on the version of SharePoint being used. Additionally, there may be restrictions and considerations when configuring Excel Services data refresh, such as user logon requirements and limitations. For more accurate and up-to-date information, it is recommended to refer to the SharePoint documentation or consult with a SharePoint expert.

Benefits of Configuring Excel Services Data Refresh Considerations
  • Ensures that Excel sheets are always up to date
  • Improves workflow efficiency
  • Allows for real-time data analysis
  • May require additional configuration and setup
  • Dependent on external data connections
  • User logon requirements and limitations

Summary

Configuring Excel Services data refresh is one approach to achieve auto refresh for Excel sheets in a SharePoint document library. It involves setting up external data connections and enabling automatic data refresh. However, it’s important to consider the specific SharePoint version being used and any restrictions or limitations that may apply. Consulting with SharePoint experts or referring to the SharePoint documentation can provide more accurate guidance on implementing auto refresh for Excel sheets in a SharePoint document library.

Custom Solutions for Auto Refresh

If the previous approach doesn’t suit your needs, you can explore custom solutions leveraging SharePoint Online to achieve auto refresh for your Excel sheets in the SharePoint document library. However, it’s crucial to consider any restrictions and consult with SharePoint experts to ensure a successful implementation.

When opting for custom solutions, it’s essential to understand that the specific method may vary depending on the version of SharePoint being used. SharePoint Online offers a range of powerful tools and features that can be utilized to create a tailored solution for auto refreshing Excel sheets.

Before diving into development, it’s important to evaluate any restrictions or limitations that may impact the desired functionality. Consider factors such as user logon requirements, data source compatibility, and performance considerations.

To ensure a seamless implementation, it’s recommended to refer to the SharePoint documentation or seek guidance from SharePoint experts. They can provide valuable insights, best practices, and solutions to overcome any challenges that may arise during the custom development process.

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Abdul Rahim has been working in Information Technology for over two decades. Learn how Abdul got his start as a Tech Blogger , and why he decided to start this Software blog. If you want to send Abdul a quick message, then visit his contact page here.