All,
Good morning. I have recently created an excel dashboard that I need to share with others in my organization. I am querying data from a separate excel spreadsheet "data file" into my dashboard and I want to host the data file on my personal OneDrive so others can use the dashboard. Is there a good step by step on how to query data between two excel files with one being hosted on a personal OneDrive? Alternatively, is there a better approach that I could be taking here?
Mike
Hi Michael,
Are you wanting people to be able to refresh the query or just interact with the dashboard e.g. make selections in Slicers and filters in the dashboard itself?
Mynda
Mynda,
I want the query to refresh automatically every few minutes, while also being able to use slicers and filters.
Mike
Hi Michael,
There are two ways to reference a file on OneDrive; one is referencing the file in the synced folder on your hard drive or a network drive. The file path will be C:\... or F:\... etc. i.e. it will have a regular file path. The other is referencing the file in OneDrive in the cloud with a web URL.
The first one will only work if the synced file is on a shared network drive that other users have access to. It won't work if the synced file is on your hard drive.
With regard to the second method; I haven't tested giving others permission to a query referencing a file with the OneDrive cloud web URL. You can share a file and 'anyone with the url can read the file' or you can limit the file sharing to specific users. With the second method, I suspect each time a different user opens the file they will need to enter their credentials.
My guess is the first method where you sync your OneDrive file to a shared network drive will be the easiest/least problematic. I'd do some testing with a couple of other users to see which works best.
Mynda
Mynda,
I ended up hosting the data file on a public Sharepoint site in my organization's Intranet. In order to access the file, the user has to input their OneDrive login information prompted by Excel when the dashboard is opened. Access to the file can be restricted by hosting the data file on a private Sharepoint site and only inviting the dashboard audience to the site.
Thank you for the support!
Mike
Glad you got it working and thanks for sharing your solution.