How To Auto Refresh Excel Sheet In Sharepoint Document Library?
Are you having difficulty finding a way to have Excel files in a SharePoint document library to automatically refresh? If so, you’re in the right place! In this article, we will walk you through the steps of setting up auto-refresh for your Excel sheets stored in a SharePoint document library. You’ll learn how to keep your data up-to-date without having to manually update or refresh your Excel files. Let’s get started!
- Open the Excel sheet which you want to auto-refresh in the SharePoint document library.
- Go to the Data tab of the ribbon and click “Connections”.
- Click the “Properties” button at the bottom.
- Under the “Usage” tab, check the “Refresh every” box and select how often you want the Excel sheet to be updated.
- Click “OK” to save the changes.
Now your Excel sheet will auto-refresh according to the frequency you selected.
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How to Auto Refresh Excel Sheet in SharePoint Document Library?
The ability to auto refresh Excel sheets in SharePoint document libraries is an extremely useful feature for businesses. With this feature, sensitive data is kept up-to-date with no manual intervention required. This ensures that all stakeholders have access to the most current information, which can be critical for decision-making. In this article, we will look at the steps required to set up auto refresh of an Excel sheet in SharePoint document libraries.
Step 1: Create a Document Library
The first step to setting up auto refresh of an Excel sheet in SharePoint document libraries is to create a document library. This can be done by navigating to the site contents, clicking on “+ New,” and selecting “Document Library.” Once the library is created, it will need to be populated with the Excel file that needs to be auto-refreshed.
Step 2: Configure Auto Refresh Settings
Next, the auto refresh settings will need to be configured. To do this, navigate to the library’s settings page, and click on “Auto Refresh Settings.” Here, you will be able to configure the frequency of the auto refresh, as well as the time period for which the auto refresh should run. Once the settings have been configured, click “Save” to save the changes.
Step 3: Set Up the Refresh Schedule
The final step to setting up auto refresh of an Excel sheet in SharePoint document libraries is to set up the refresh schedule. To do this, navigate to the library’s settings page, and click on “Schedule Refresh.” Here, you will be able to set up the time and frequency of the refresh schedule. Once the schedule has been set up, click “Save” to save the changes.
Step 4: Configure User Permissions
In order for users to be able to view the auto-refreshed Excel sheet, they will need to be given permission to do so. To configure user permissions, navigate to the library’s settings page, and click on “Permissions.” Here, you will be able to set up the users who will have access to the document library, and the type of access they will have. Once the permissions have been configured, click “Save” to save the changes.
Step 5: Test the Auto Refresh
Once the auto refresh has been set up, it is important to test it to ensure that it is working correctly. To do this, navigate to the library’s settings page, and click on “Test Refresh.” Here, you will be able to view the results of the auto refresh and make sure that it is working as expected. Once the auto refresh has been tested, click “Save” to save the changes.
Step 6: Monitor the Auto Refresh
Once the auto refresh has been set up and tested, it is important to monitor it to ensure that it is running as expected. To do this, navigate to the library’s settings page, and click on “Monitor Refresh.” Here, you will be able to view the status of the auto refresh and make sure that it is running as expected. Once the auto refresh has been monitored, click “Save” to save the changes.
Step 7: Set Up Alerts
Another way to ensure that the auto refresh is running as expected is to set up alerts. To do this, navigate to the library’s settings page, and click on “Alerts.” Here, you will be able to set up alerts that will be sent to you when the auto refresh is not running as expected. Once the alerts have been set up, click “Save” to save the changes.
Step 8: Publish the Excel Sheet
Once the auto refresh has been set up and tested, the Excel sheet will need to be published. To do this, navigate to the library’s settings page, and click on “Publish.” Here, you will be able to publish the Excel sheet so that it can be accessed by users. Once the Excel sheet has been published, click “Save” to save the changes.
Step 9: Monitor Usage
Once the Excel sheet has been published, it is important to monitor usage. To do this, navigate to the library’s settings page, and click on “Usage.” Here, you will be able to see how the Excel sheet is being used, and make sure that it is being used as expected. Once the usage has been monitored, click “Save” to save the changes.
Step 10: Troubleshoot Issues
If you encounter any issues with the auto refresh, it is important to troubleshoot them as soon as possible. To do this, navigate to the library’s settings page, and click on “Troubleshoot.” Here, you will be able to view any errors that have occurred and make sure that they are resolved. Once the issues have been resolved, click “Save” to save the changes.
Frequently Asked Questions
What is Auto Refreshing in Excel?
Auto refreshing in Excel refers to the process of automatically reloading or updating the data in an Excel spreadsheet. This is done by refreshing the connection to the data source, which can be a local file, remote server, or an online service. By auto refreshing, the latest data is retrieved and displayed on the spreadsheet, ensuring the information is up-to-date.
Auto refreshing is often used in conjunction with other Excel features such as pivot tables, slicers, and charts, to ensure the data displayed is always current and accurate.
How to Auto Refresh Excel Sheet in Sharepoint Document Library?
Auto refreshing an Excel sheet in a Sharepoint document library requires a few steps. First, the Excel sheet has to be uploaded to the document library. Then, create a workflow for the document library that will refresh the sheet every time it is modified or when a certain amount of time has elapsed. Finally, set the workflow to active and the sheet will automatically refresh whenever the conditions are met.
Alternatively, if the Excel sheet is hosted in an online service such as Google Sheets or Microsoft Office 365, the sheet can be configured to automatically refresh its data on a schedule. This can be done by setting up an automated refresh schedule within the online service. Once enabled, the sheet will automatically refresh its data at the specified intervals.
To conclude, auto-refreshing Excel sheets in a SharePoint document library is an easy task. With the help of VBA and RefreshAll() method, you can refresh all the Excel sheets in your document library in a few clicks. The process is simple and fast, and you don’t have to manually refresh each sheet. With this, you can keep your documents up-to-date and always have the most recent data.
