Overview
This article demonstrates the steps to refresh a LIVE Excel sheet
Audience
Public
Information
When attempting to run a DATA REFRESH on a report, please be aware that you must be on campus in order for the report to successfully refresh.
1 – Open the Live-Excel Report.
2 – If you are prompted, click on the “Enable Editing” button, to connect to the database.
You may also be prompted for “Enable Content”. Click this button too.
3 – Click on the ‘Data’ tab. (See red circle below).
4 – Click on the Refresh Icon. Click on Refresh All.
5 – Depending on the report, you may see a small pop-up box, asking for some additional information. If you do receive a small pop-up box, type in the needed request and select OK.
You will now see a small green globe at the lower left of your screen, telling you the report is running in the background.
When completed, all available records for the report will be displayed.