Refreshing a LIVE Excel Sheet

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.

 

Details

Article ID: 69892
Created
Wed 1/9/19 11:14 AM
Modified
Wed 10/5/22 10:38 AM