Setting up Excel Services to Refresh Workbooks When Opened
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Written by Pej Javaheri   
Tuesday, 25 March 2008 02:52

One of the challenges in sharing Excel workbooks is ensuring that the right people see the right data. With Excel Services, this has become a lot easier ensuring user's only see the information they are authorized to view and not sharing information that is privileged or out of their scope. With a few simple configuration steps, workbook authors can quickly setup their reports to only display the information that is authorized by user's security privileges.

This document describes how to setup SharePoint SharedServices for Excel Services, and how to setup your ODC connection to refresh workbooks on open.

Ensure the server has the right permissions to access data connections, and run Excel workbooks on the server. To do this, go to the Shared Administration page of your Shared Services.

Comments (3)
3 Friday, 29 July 2011 21:12
Hi Martin:

Check out this newly published flowchart for data refresh to see if it helps:
2 Friday, 29 July 2011 20:56
Hi Martin:

We have just published a flowchart detailing every decision point when troubleshooting data refresh in Excel Services. It clearly shows what is going on behind the scenes, and will hopefully aid you in resolving your problem.

Here is the link --

Also here is the blog that was just posted:

Hope this helps!

1 Friday, 29 July 2011 01:44
Martin Bliss

I implemented all recommended steps in this article and sill - no luck to refresh the data ;-(.
The data is coming from SSAS cube using Windows Authentication mode.
Both the cube and Sharepoint are on different servers.
The message says:
Data Refresh Failed
Unable to retrieve external data for the following connection...
The data source may be unreachable, may not be responding, or may have denied you access.

I spend days trying to get this done.

Could you please help?

Thank you.


XL Cubed