After publishing the PowerPivot workbook in SharePoint, we
can configure the scheduling for automatic data in workbook. To configure the
data refresh we must have contribute level permissions to the workbook and must
be windows domain account. Workbook must be checked-in at the time of refresh.
We must have to activate the PowerPivot Integration for Site
Collection. To activate that, navigate to site collection features and search
for PowerPivot Integration. We cannot find the feature if PowerPivot is not
installed properly. In my previous post I have mentioned about PowerPivot installation
for SharePoint.
To schedule the automatic refresh, navigate to SharePoint
library that contains the workbook and Click on Manage PowerPivot Data Refresh
as shown below.
Check Enable check box in schedule definition page Data
Refresh section.
We have to specify the type of schedule and when we wanted
to refresh the data in Schedule Details section.
In the Earliest Start Time section, we have two options.
After business hours specifies the after the business hours. Default value will
be 8PM. A specific time specifies the time within 15 min interval.
We have to specify the e-mail address in E-Mail Notification
section to notify the data refresh failures.
Enter the account information for SharePoint PowerPivot for
data refresh in workbook. Account must have contribute or higher permissions to
the work book as mentioned earlier. We have three options here, to use
predefined account, click on Use data refresh account configured by the
administrator. Connect using following Windows user credentials option to
specify the own windows account. Connect using the credentials saved in Secured
Store Services (sss) to log on to the data source to run in a specified windows
account that defined in Secured Store service. For this option, Admin must have
the SSS ID to store the account information.
If we want to refresh all the data sources, select All data sources
check box in Data Sources section to data refresh. Click on OK.
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