Excel automatically updating workbooks. Refresh data connected to another workbook.



Excel automatically updating workbooks

Excel automatically updating workbooks

Refresh connected imported data Applies To: Each time you refresh the data, you see the most recent version of the information in the data source, including any changes that were made to the data. Connections to external data may be currently disabled on your computer.

To refresh the data when you open a workbook, you must enable the data connections by using the Trust Center bar, or you must place the workbook in a trusted location. To refresh a specific data connection in the workbook, click a cell in the external data range. On the Data tab, in the Connections group, click the arrow next to Refresh All, and then click Refresh. To refresh all data connections in the workbook, click Refresh All on the Data tab, in the Connections group.

If you have more than one workbook open, you must repeat the operation in each workbook. Refresh data from an imported text file Select the worksheet that contains the imported text file.

On the Data tab, in the Connections group, click the arrow next to Refresh, and then click Refresh. In the Import Text File dialog box, select your text file, and then click Import. Refresh an offline cube file Refreshing an offline cube file, which re-creates the file by using the most recent data from the server cube, can be time consuming and require a lot of temporary disk space.

Start the process at a time when you do not need immediate access to other files, and make sure that you have adequate disk space to save the file again. Click the PivotTable report that is based on the offline cube file. On the worksheet, click a mapped cell to select the XML map that you want to refresh. If the Developer tab is not available, display it. For instructions, see Show the Developer tab.

You can refresh an external data range automatically when you open the workbook. Optionally, you can save the workbook without saving the external data so that the file size of the workbook is reduced. Click a cell in the external data range. On the Data tab, in the Connections group, click the arrow next to Refresh, and then click Connection Properties.

Click the Usage tab. Under Refresh control, select the Refresh data when opening the file check box. If you want to save the workbook with the query definition but without the external data, select the Remove data from the external data range before saving the workbook check box.

To refresh the data when the workbook is opened for a PivotTable report, you can also select the Refresh data when opening the file check box. Automatically refresh data at regular intervals Click a cell in the external data range. Select the Refresh every check box, and then enter the number of minutes between each refresh operation.

Require a password to refresh an external data range Stored passwords are not encrypted and are not recommended. If your data source requires a password to connect to it, you can require that users enter the password before they can refresh the external data range.

The following procedure does not apply to data that is retrieved from a text file. Use strong passwords that combine uppercase and lowercase letters, numbers, and symbols. Weak passwords don't mix these elements.

Passwords should be 8 or more characters in length. A pass phrase that uses 14 or more characters is better. It is critical that you remember your password. If you forget your password, Microsoft cannot retrieve it. Store the passwords that you write down in a secure place away from the information that they help protect. Click the Definition tab. Clear the Save password check box.

Excel prompts you for the password only the first time that the external data range is refreshed in each Excel session. The next time that you start Excel, you will be prompted for the password again if you open the workbook that contains the query and then attempt a refresh operation.

Running a query in the background enables you to use Excel while the query runs. You cannot run an OLAP query in the background. Select the Enable background refresh check box to run the query in the background. Clear this check box to run the query while you wait. While you are recording a macro that includes a query, Excel does not run the query in the background. To change the recorded macro so that the query runs in the background, edit the macro in the Visual Basic Editor.

Change the refresh method for the QueryTable object from BackgroundQuery: For information about editing macros, see Visual Basic for Applications Help. Check the status of a refresh operation or cancel a refresh Do one or more of the following: Double-click the Background Refresh icon to check the status of the query.

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Transfer data from one Excel worksheet to another automatically



Excel automatically updating workbooks

Refresh connected imported data Applies To: Each time you refresh the data, you see the most recent version of the information in the data source, including any changes that were made to the data. Connections to external data may be currently disabled on your computer.

To refresh the data when you open a workbook, you must enable the data connections by using the Trust Center bar, or you must place the workbook in a trusted location. To refresh a specific data connection in the workbook, click a cell in the external data range. On the Data tab, in the Connections group, click the arrow next to Refresh All, and then click Refresh.

To refresh all data connections in the workbook, click Refresh All on the Data tab, in the Connections group. If you have more than one workbook open, you must repeat the operation in each workbook. Refresh data from an imported text file Select the worksheet that contains the imported text file. On the Data tab, in the Connections group, click the arrow next to Refresh, and then click Refresh. In the Import Text File dialog box, select your text file, and then click Import.

Refresh an offline cube file Refreshing an offline cube file, which re-creates the file by using the most recent data from the server cube, can be time consuming and require a lot of temporary disk space.

Start the process at a time when you do not need immediate access to other files, and make sure that you have adequate disk space to save the file again. Click the PivotTable report that is based on the offline cube file. On the worksheet, click a mapped cell to select the XML map that you want to refresh.

If the Developer tab is not available, display it. For instructions, see Show the Developer tab. You can refresh an external data range automatically when you open the workbook. Optionally, you can save the workbook without saving the external data so that the file size of the workbook is reduced.

Click a cell in the external data range. On the Data tab, in the Connections group, click the arrow next to Refresh, and then click Connection Properties. Click the Usage tab. Under Refresh control, select the Refresh data when opening the file check box. If you want to save the workbook with the query definition but without the external data, select the Remove data from the external data range before saving the workbook check box.

To refresh the data when the workbook is opened for a PivotTable report, you can also select the Refresh data when opening the file check box. Automatically refresh data at regular intervals Click a cell in the external data range. Select the Refresh every check box, and then enter the number of minutes between each refresh operation.

Require a password to refresh an external data range Stored passwords are not encrypted and are not recommended. If your data source requires a password to connect to it, you can require that users enter the password before they can refresh the external data range.

The following procedure does not apply to data that is retrieved from a text file. Use strong passwords that combine uppercase and lowercase letters, numbers, and symbols. Weak passwords don't mix these elements. Passwords should be 8 or more characters in length. A pass phrase that uses 14 or more characters is better. It is critical that you remember your password. If you forget your password, Microsoft cannot retrieve it. Store the passwords that you write down in a secure place away from the information that they help protect.

Click the Definition tab. Clear the Save password check box. Excel prompts you for the password only the first time that the external data range is refreshed in each Excel session.

The next time that you start Excel, you will be prompted for the password again if you open the workbook that contains the query and then attempt a refresh operation. Running a query in the background enables you to use Excel while the query runs.

You cannot run an OLAP query in the background. Select the Enable background refresh check box to run the query in the background. Clear this check box to run the query while you wait. While you are recording a macro that includes a query, Excel does not run the query in the background. To change the recorded macro so that the query runs in the background, edit the macro in the Visual Basic Editor.

Change the refresh method for the QueryTable object from BackgroundQuery: For information about editing macros, see Visual Basic for Applications Help. Check the status of a refresh operation or cancel a refresh Do one or more of the following: Double-click the Background Refresh icon to check the status of the query.

Excel automatically updating workbooks

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3 Comments

  1. I'm helping my family create Excel spreadsheets to keep track of the family business. It is critical that you remember your password.

  2. On the Data tab, in the Connections group, click Edit Links. Control the startup prompt for updating all of the links You can decide whether to update links automatically at startup or after startup. If the link used a defined name, the name is not automatically removed.

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