7/31/2023 0 Comments Peachtree to excel odbcYou will need info about the data source that you want to use. This can affect how you connect to different data sources. You will need info from a SharePoint admin about how data authentication is configured for the databases your organization uses. You must have at least Contribute permissions assigned in SharePoint Server 2013. For more information, see Configure a Business Intelligence Center in SharePoint Server 2013. Ideally, you'll have a Business Intelligence Center site configured that you can use for your data connections and workbooks. You must be using Excel 2016 and SharePoint Server 2013.Įxcel Services must be configured to include a trusted data connections library and a trusted documents library. Before you beginīefore you begin this task, review the following information about prerequisites: Depending on the particular data source that is used, people can easily refresh data in Excel Services workbooks so that the most current information is displayed. When you can upload a data connection to an Excel Services trusted data connection library in SharePoint Server 2013, the data connection is available for you and others to use to create data models, reports, scorecards, and dashboards. An OLE DB or ODBC connection is useful for connecting to data sources, such as Excel workbooks, legacy databases, or non-Microsoft databases. You can use Excel to create OLE DB or ODBC connections and then share those connections with others. APPLIES TO: 2013 2016 2019 Subscription Edition SharePoint in Microsoft 365
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