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Create an Excel Workbook data connection by using PerformancePoint Services

Published: July 16, 2012

Summary: Learn how to set up a data connection from Dashboard Designer to an Excel workbook.

Applies to:  SharePoint Server 2013 

Create an Excel Workbook data connection (import a workbook)

An existing Excel file can be imported as an Excel workbook data source in PerformancePoint Services. Once the data source is created, an internal copy of the Excel file is used and all modifications to the data are done from the Edit tab in Dashboard Designer. The original Excel file is disconnected and independent from PerformancePoint Services. In PerformancePoint Services, security settings for data sources are stored in each data source. However, when you create a data source connection to an Excel workbook, a copy is imported and stored within PerformancePoint and is no longer an external data source.

To Create an Excel Workbook data connection (import a workbook)

  1. Click the Create tab, and then click Data Source.

  2. In the Category pane of the Select a Data Source Template dialog box, click Tabular List and then click Import from Excel Workbook. Click OK.

  3. In the left navigation pane (workspace browser), type the name of your data source.

  4. In the center pane, click Import.

Important Important:

Excel Web App workbooks that use the Click-to-Run method cannot be used as a data source in PerformancePoint Services.

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