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Configure scheduled data refresh for Power Pivot by using Secure Store

SharePoint 2013
 

Applies to: SharePoint Server 2013 Enterprise

Topic Last Modified: 2013-12-18

Summary: Learn to configure scheduled data refresh in Power Pivot for SharePoint by using Secure Store.

ImportantImportant:
This scenario applies only to SharePoint Server 2013 Enterprise.

In this article, we’ll take a look at configuring scheduled data refresh in SQL Server 2012 Power Pivot for SharePoint 2013 by using the Secure Store Service.

By using Secure Store, you can store your data access credentials in an encrypted database and Power Pivot for SharePoint can use these credentials to refresh the data in your reports on a schedule that you set up.

Before starting, you will need:

  • An Active Directory account that you can use to access the data sources used in your report. We’ll refer to this as the data access account. We’ll look at how to configure the account for access to your data sources in this article, so you just need the account itself to get started.

  • An Active Directory group that contains all users who will trigger data refresh, either by setting the data refresh schedule or by manually starting a data refresh outside the normal schedule. We’ll refer to this group as the data refresh users group.

  • Contribute access to the SharePoint document library that you will be using.

Additionally, be sure that Excel Services and Secure Store are configured in your SharePoint Server farm.

This video shows the steps involved in configuring scheduled data refresh in SQL Server 2012 Power Pivot for SharePoint 2013 by using the Secure Store Service, as described in this article.

Video: Configure scheduled data refresh for Power Pivot by using Secure Store

Video (play button) icon

The first step in setting up scheduled data refresh by using Secure Store is to ensure that the data access account has the proper access to the data source used in your report. We’ll take a look at SQL Server and Analysis Services data sources.

If you’re using SQL Server for your data source, you’ll need to make sure that your data access account has read permissions to the SQL Server database where your data resides.

To set read permission on a SQL Server database
  1. In SQL Server Management Studio, connect to the database engine.

  2. Expand Security.

  3. Right-click Logins, and then choose New Login.

  4. In the Login name box, type the domain and user name of the account to which you want to grant database access.

  5. On the User Mapping page, select the Map check box for the database to which you want to grant access.

  6. Select the db_datareader check box.

  7. Choose OK.

If you’re also using Analysis Services, see the next section for information about how to set up access to Analysis Services data sources. If you’re not using Analysis Services, skip ahead to Store your data access account in Secure Store.

If you’re using Analysis Services, you’ll need to make sure that your data access account is a member of the proper Analysis Services role and that the role has read access to the Analysis Services cube.

To set read permission on an Analysis Services cube
  1. In SQL Server Management Studio, connect to Analysis Services.

  2. Expand Databases, and expand the database to which you want to grant access.

  3. Right-click Roles, and then choose New Role.

  4. Type a name for the role.

  5. On the Membership page:

    1. Click Add.

    2. Type your data access account, and then choose OK.

  6. On the Cubes page, select Read access for the cubes to which you want to grant access.

  7. Choose OK.

Once the data access account has been granted access to your data source, the next step is to store this account in Secure Store. First, we’ll create a Secure Store target application for the data access account. A target application is basically a way of defining some things about the account, like what kind of account it is and who’s allowed to use it.

To create a Secure Store target application
  1. In Central Administration, under Application Management, choose Manage service applications.

  2. Click the Secure Store service application.

  3. On the ribbon, on the Edit tab, choose New.

  4. Type a Target Application ID.

    NoteNote:
    You’ll need this value when you configure the refresh schedule for your Power Pivot workbook.
  5. Type a Display Name and Contact E-mail.

  6. For Target Application Type, choose Group.

  7. Choose Next.

  8. Keep the default credential settings, and choose Next.

  9. Specify a user to administer the target application, such as your farm administrator, in the Target Application Administrators box.

  10. In the Members box, include:

    • The account that runs the application pool for the Power Pivot for SharePoint service application.

    • The data refresh group that contains the users who will schedule or start a data refresh in Power Pivot for SharePoint.

  11. Choose OK.

Once the target application has been created, the next step is to associate your data access account with it.

To associate the data access account with the target application
  1. On the Secure Store management page, select the check box for the target application for which you want to set the credentials.

  2. On the ribbon, in the Credentials section, choose Set.

  3. Type the user name and password of your access account.

  4. Choose OK.

Secure Store setup is now complete. The next step is to set up a data refresh schedule in Power Pivot for SharePoint.

Now that everything is configured, we can set up the refresh schedule and other settings in Power Pivot for SharePoint. We’ll start by building a test workbook with a data model in Excel and publishing it to a document library in a site collection where Power Pivot for SharePoint is enabled. Then, we can configure the refresh settings.

To create a test workbook
  1. In Excel, on the Data tab, choose From Other Sources, and then choose From SQL Server.

  2. Type the name of the instance of SQL Server where your data resides.

  3. Follow the wizard through to connect to the table that contains your data.

  4. When the wizard completes, you should see the Import Data dialog box. Choose the Only Create Connection option, and then select the Add this data to the Data Model check box.

  5. Choose OK.

  6. On the Power Pivot tab, choose Manage.

  7. On the Power Pivot ribbon, choose PivotTable.

  8. On the Insert Pivot dialog box, choose the Existing Worksheet option, and then choose OK.

  9. Select the fields that you want in the PivotTable report.

  10. Save the workbook to a document library on the site collection where you enabled Power Pivot.

Now that the workbook has been saved to a SharePoint document library, let’s configure the refresh settings.

To configure refresh settings for a workbook
  1. In the document library where your Excel workbook is stored, choose the ellipsis (...) control twice, and then choose Manage Power Pivot Data Refresh.

    Screenshot of controls in document library.

  2. On the Manage Data Refresh page, select the Enable check box.

  3. In the Schedule Details section, choose the schedule options that you want for refreshing the data in this workbook.

  4. Optionally, if you want the workbook to refresh right away, select the Also refresh as soon as possible check box.

  5. In the Credentials section, choose the Connect using the credentials saved in Secure Store Service option.

  6. Type the ID of the Secure Store target application that you created in the ID box.

  7. Choose OK.

You can test if data refresh is working properly by making some changes to your data, and then setting the workbook to refresh right away by using the Also refresh as soon as possible option.

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