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Sharepoint Lists 2013 Excel 2013 Excel Servcies Live Interaction

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I’ve been looking at many comments about users trying to Link SharePoint Lists with Excel on the SharePoint portal and I have had no luck.

Is this supported without custom code?

My configuration

  • Office 2013
  • SharePoint 2013 Enterprise
  • Windows 2012 Server
  • SQL Server 2012 Enterprise

I’m running everything of the same server in the sandbox.

I’ve configured Excel servers to pull data directly from SQL no problem.

When using the Excel Client to connect to a SP list, refreshed no problem

When I publish the Excel file to SP and want to see the data.. Problem

I setup the connection by export the list to Excel via SharePoint.

I’ve modified the connection to use the Excel Services account under

Connection Properties)   àAuthentication Settings

  • Excel Servers Authentication Settings
    • None

I’ve also added the Microsoft.Office.List.OLEDB.2.0 connection under

Central Administration à Application Managementà Manage Service Applicationsà Excel Service Applicationsà Trusted Data Providers

Also Saved the Data connection file to a document Library and listed that Library as a Trusted Connection Library.

 Central Administration à Application Management à Manage Service Applications à Excel Service Applications à Trusted Data Connection Library

Still not functioning that way I had hoped.  

The end game looks as follows

  • The following data in an Excel
    • SharePoint list (Read from SP)
    • SQL Server data (Pivot table - Read)
    • Native Excel data (To perform calculations on the data)  
  • Use PPS Dashboard designer to create a data source to link the Excel file to Render Targets in a Scorecard/KPI

Thanks


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