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Excel Services data refresh flowchart

SharePoint 2010

Published: July 29, 2011

Use this flowchart to better understand how Excel Services in Microsoft SharePoint Server 2010 refreshes data or to troubleshoot data connection errors from Excel Services.

The Excel Services Data Refresh Flowchart shows the sequence of actions performed by Excel Services when it refreshes data in a data-connected Microsoft Excel workbook that is being rendered by Excel Services. This includes sequences for the three available authentication options (Windows, Secure Store Service, and None), plus sequences for embedded connections and connections that use Office Data Connection files. The flowchart also includes the connection errors that can occur at each step, and it suggests configuration steps to avoid or correct the errors.

Download the flowchart

Flowchart (PDF) (http://go.microsoft.com/fwlink/p/?LinkId=225015)

Flowchart (Visio) (http://go.microsoft.com/fwlink/p/?LinkId=225016)

Print the flowchart

The flowchart is organized to print on four landscape tabloid (11"×17") sheets arranged vertically, as shown below.

Screenshot of print layout

Other Resources

Visio Viewer

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