How can I enable the Excel service report to be automatically refreshed on the client desktop?

Using the Excel service function in SharePoint 2007, we can easily present data hidden in the background database of various enterprise application systems, and present various reports to the enterprise portal as needed, this is what I have always thought of as the most valuable part of SharePoint Technology for enterprises. The so-called business intelligence function-in fact, in sps2003, is called data integration and uses Office components, however, there was no Excel service at the time, and some were only owc, which used the PivotTable function to present reports.

In sps2003, data refresh cannot be solved even if a report is made because the relevant documents are hardly found. Of course, in sharepoint2007, the configuration of the Excel service is also complex. to configure the service correctly and ensure that the data can be refreshed properly, you must configure the SSO correctly. What I'm talking about here is not the configuration of this part. It is assumed that we have configured the complete Excel service function on the server, and the data can be automatically refreshed every time the report is opened on the portal, we need to do further work.

If you have carefully studied the Excel service, you will know that the Excel service of SharePoint 2007 is not only complicated, but also the Excel Web access Web component used to display reports is still quite imperfect: when an Excel service report is opened on the web, only 75 rows of data are displayed by default. Although we can adjust it manually, The PivotTable is used, the amount of data to be displayed is uncertain, so it is impossible to display all the data we need on the Web. In this way, this function is actually incomplete.

In view of the above situation, I decided to change the practice so that the report users can open it on their own desktop and be able to automatically refresh it. In fact, this is easier to accept than opening it in the portal. Opening a file on the desktop of the local machine is much easier and more convenient than opening the report from a location in the portal. So I downloaded a copy of the report from the portal on the desktop and opened the file:

A security warning is reported. Disabling data connection means that my data is not refreshed. Although we can manually enable the content, this is not the expected result, what we need to achieve is that when we open the report file, all the data is the latest-The database is automatically queried.

According to the security warning prompt, I opened the Excel option and was surprised to see that there was also a trust center in Excel. I opened the trust center settings and added the trust location, so I remembered the configuration of the Excel service in Sharepoint, so I added the location of the Data Link Library. Who knows that the data connection is still disabled after it is opened, the position of the Excel report is also added, and the desktop is also added to the trust center. In this way, the report on the customer's desktop is automatically refreshed.

Conclusion: To open a report in Excel and refresh it automatically, you need to add two trusted locations:

1. Add the Data Connection database to a trusted location in Excel.

2. Add the report file to the trusted position of Excel.