Excel Services Specific Configuration Settings
First - Prepare the Excel
The Excel file itself must be properly configured to support this method. Follow
these steps to prepare the file to be read by Excel Services.
- Open the Excel file you wish to use and navigate to the sheet with your data.
- Go to the Insert tab.
- In the table, highlight the columns/rows that are to be read (including the headers).
- Click the Table button to turn your selection into a table. In the resulting Create Table dialog, keep "My table has headers" checked and then click OK.
- Note the name given to the table (should be listed in the Design tab) - you will need this for the "Collection=;" parameter in the connection string.
- Save the Excel file, then upload the file to your SharePoint Documentation Library.
Second - Configure the data
entity to connect:
- Select the Layer2 Data Provider for OData to connect. The provider is part of the Layer2 Cloud Connector ADO.NET provider package and should be already installed. You will find the OData Provider specification here.
- A valid connection string requires the same authentication parameters to access the SharePoint site the Excel file is stored on. It should look something like this: Url=https://MySharePointSite/_vti_bin/ExcelRest.aspx/MySubsite/MyDocLibrary/ExcelFile.xlsx/odata/;
Collection=Table1; Authentication=Office365; user=myUser@myDomain.onmicrosoft.com; Password=myPassword
- The "Collection=;" parameter will be the name of the table created in the steps above.
- You can make use of OData to query your data as supported by the data provider and source system. For specification of supported queries see https://msdn.microsoft.com/EN-US/library/jj163211.aspx.
- Please verify the select statement. Use the data preview to check out the result of your query.
- Primary Key: Include a field with unique values in your query and use it as a "primary key" (unique column value) for synchronization.