Hi Experts, I'm new to SSIS, so bear with me. I'm using 2008 version. First, we have created a pivot tables in Excel, using data source connection to SQL server. This data can be refreshed manually or by have a setting in it, to automatically refresh when the document first open.
Data; Click Refresh All Button. Refresh all of your Pivot Tables with one click [] SHARE. Additional Info. Delete Obsolete Items From A Pivot Table-Excel 2007 What Are Pivot Tables- Create Your First One Enable The DeveloperTab In Excel. Some Fun Stuff. Pivot Table Song. Normally, when we update the source data of a pivot table, the pivot table won’t be updated until we click Analyze > Refresh manually. This will be quite boring if the pivot table stays in another worksheet and you may forget to refresh it. Here, this article will introduce a VBA to automatically refresh a pivot table in Excel.
Currently, we have the user click refresh data, after they open the document/spreadsheet. We want to automate this, so we will set it to refresh at open. Then, we want to put the refresh pivot tables into an ftp site. Our user outside of the company cannot access the data (cannot refresh), so that is why we want to put it into an ftp site, so they can grab it from there. So, I know SSIS can do ETL, but I also know it is capable of doing a lot more things. So, my first question, can this concept be done using SSIS, meaning, have the package open the Excel spreadhseet, then it will refresh the data automatically upon open, and then put it into our ftp site?
If yes, my follow up question is, can someone guide me on how to achieve this? Like, what Control Flow Items I should use or look into, or Maintenance Plan Tasks probably? Appreciate all your helps. Thanks in advance. Hi Sam, Refreshing Excel pivot tables requires using the Excel automation API.
This API is highly unpredictable when running under SQL Job Agent. The reason for this is the SQL Job Agent uses lightweight user profile account to execute processes. Because the Excel API requires the actual desktop Excel application to do the processing, you can imagine all kind of issues appearing when it is restricted to run under this lightweight user account. So in short it might be possible to make it somehow work, but by the time you find a way you will have already invested many hours in this project. And your solution will not be guaranteed to always work.
SSIS Tasks Components Scripts Services http://www.cozyroc.com/. Hi Sam, The canned SSIS facility in operating over Excel files is either Excel connection (source/destination/script component) or Execute SQL Task, etc. So cannot be easily done. In short, If the refresh operation is programmable, then you would need to create a Script Task with Excel interop code to drive it, at this stage it is irrelevant whether you do that within a SSIS package or not, e.g. If you can do a standalone Command Line (Console.Net executable) tool to do so, your answer is yes, you can do that in a package.
Hi Sam, Refreshing Excel pivot tables requires using the Excel automation API. This API is highly unpredictable when running under SQL Job Agent. The reason for this is the SQL Job Agent uses lightweight user profile account to execute processes. Because the Excel API requires the actual desktop Excel application to do the processing, you can imagine all kind of issues appearing when it is restricted to run under this lightweight user account. So in short it might be possible to make it somehow work, but by the time you find a way you will have already invested many hours in this project.
And your solution will not be guaranteed to always work. SSIS Tasks Components Scripts Services http://www.cozyroc.com/.
Excel for Office 365 Excel 2019 Excel 2016 Excel 2013 Excel 2010 Excel 2007 Being able to analyze all the data can help you make better business decisions. But sometimes it’s hard to know where to start, especially when you have a lot of data that is stored outside of Excel, like in a Microsoft Access or Microsoft SQL Server database, or in an Online Analytical Processing (OLAP) cube file. In that case, you’ll connect to the external data source, and then create a PivotTable to summarize, analyze, explore, and present that data.
Here’s how to create a PivotTable by using an existing external data connection:. Click any cell on the worksheet. Click Insert PivotTable. In the Create PivotTable dialog box, under Choose the data that you want to analyze, click Use an external data source. Click Choose Connection. On the Connections tab, in the Show box, keep All Connections selected, or pick the connection category that has the data source you want to connect to. To reuse or share an existing connection, use a connection from Connections in this Workbook.
In the list of connections, select the connection you want, and then click Open. Under Choose where you want the PivotTable report to be placed, pick a location. To place the PivotTable in a new worksheet starting at cell A1, choose New Worksheet. To place the PivotTable in the active worksheet, choose Existing Worksheet, and then in the Location box, enter the cell where you want the PivotTable to start. Excel adds an empty PivotTable and shows the Field List so that you can. In the field list section, check the box next to a field name to place the field in a default area of the areas section of the Field List.
Typically, nonnumeric fields are added to the Rows area, numeric fields are added to the Values area, and date and time fields are added to the Columns area. You can move fields to a different area as needed. Tip: You can also right-click a field name, and then select Add to Report Filter, Add to Column Labels, Add to Row Labels, or Add to Values to place the field in that area of the areas section, or drag a field from the field section to an area in the areas section. Use the Field List to further by right-clicking the fields in the areas section, and then selecting the area you want, or by dragging the fields between the areas in the areas section. Connect to a new external data source To create a new external data connection to SQL Server and import data into Excel as a table or PivotTable, do the following:. Click Data From Other Sources.
Click the connection you want. Click From SQL Server to create a connection to a SQL Server table. Click From Analysis Services to create a connection to a SQL Server Analysis cube. In the Data Connection Wizard, complete the steps to establish the connection.
On page 1, enter the database server and specify how you want to log on to the server. On page 2, enter the database, table, or query that contains the data you want.
On page 3, enter the connection file you want to create. To create a new connection to an Access database and import data into Excel as a table or PivotTable, do the following:. Click Data From Access.
In the Select Data Source dialog box, locate the database you want to connect to, and click Open. In the Select Table dialog box, select the table you want and then click OK. If there are multiple tables, check the Enable selection of multiple tables box so you can check the boxes of the tables you want, and then click OK. In the Import Data dialog box, select how you want to view the data in your workbook and where you want to put it, and then click OK. The tables are automatically, and the Access database is added to your workbook connections. More information about PivotTables.