Setting up Excel Services to Refresh Workbooks When Opened

One of the challenges in sharing Excel workbooks is ensuring that the right people see the right data. With Excel Services, this has become a lot easier ensuring user's only see the information they are authorized to view and not sharing information that is privileged or out of their scope. With a few simple configuration steps, workbook authors can quickly setup their reports to only display the information that is authorized by user's security privileges.

This document describes how to setup SharePoint SharedServices for Excel Services, and how to setup your ODC connection to refresh workbooks on open.

Ensure the server has the right permissions to access data connections, and run Excel workbooks on the server. To do this, go to the Shared Administration page of your Shared Services.