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CougDevil
New Member

Auto refresh data from Sharepoint Excel File

‎05-04-2023 01:37 PM

I've created a report that is connected to an Excel file in Sharepoint, and I need it to autorefesh each morning. When I try to schedule a refresh online though, it is all greyed out and won't let me selection any options. Is there something different I need to be doing to schedule a refresh? 

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vicky_
Super User
Super User

‎05-04-2023 03:29 PM

Just above where scheduled refresh is located, there's a section for credentials. Make sure you've logged in there.

vicky__0-1683239345466.png

 

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