Technical Notes - Setting up the User’s Workstation for DataSelf BI Excel Reporting

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Contents

1 Add the links to the server
- 1.1 Alternate ways to link to the data
2 Make a shortcut to the report folder on the server
3 Add a Quick Access link to “Refresh All”
4 set security to allow outside data

Is this for setting up Excel for something else?
Needs to be dis-ambiguated - Analytics: Excel, DSA, ProClarity?

Add the links to the server

On the workstation (how to set up the links initially - but should have been done as part of the normal installation)

Alternate ways to link to the data

https://dataselfsupport.com/attachments/59/DataSelfBI_MsExcel2007_1002.pdf

Make a shortcut to the report folder on the server

Add a Quick Access link to “Refresh All”

set security to allow outside data

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