Refreshing Data in Accolade Excel Reports
When you open an Excel report on the Charts & Reports page, the file is automatically downloaded to your computer and refreshed with the most current data from Accolade. You can refresh the data in Excel files that have been saved to your computer if all of the following are true:
- You have the Accolade Office Extensions add-in installed on your computer.
- The report was created using Accolade Office Extensions.
- You have user rights to refresh data for Reporting (see your profile page).
- Your computer can access the Accolade server.
Reports created using SQL queries do not contain refresh options once the file is saved from Accolade.
The information below assumes you are using the Accolade Office Extensions add-in to create reports.
To refresh Accolade data when opening an MS Excel report:
- View the chart or report from the Charts & Reports page.
The file is automatically downloaded to your computer and refreshed. If you save the file to your computer, the next time you open it you are prompted to select whether to refresh the Accolade data.
- Select one of the following options:
- Click Yes to refresh and be prompted again the next time you open the file.
- Click No to not refresh, but be prompted next time you open the file.
- Select the Use my response each time check box and click Yes to always refresh without being prompted.
- Select the Use my response each time check box and click No to never refresh, and not be prompted about it again.
Your selection is saved for this file and applies only to your user.
Note: If you selected filters to prompt on refresh, a dialog displays allowing you to modify filters before refreshing the data.
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Notes:
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- Adding Calculated Columns to Accolade Excel Reports
- Adding Dynamic Filters to Accolade Excel Reports
- Adding Multiple Matrices to Accolade Excel Reports
- Creating Accolade Excel Reports using Accolade Office Extensions
- Refreshing Data in Accolade Excel Reports
- Updating Filters in Accolade Excel Reports