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Remove connections for customer facing reports

  1. #1
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    Remove connections for customer facing reports

    Hi All

    I need to refresh an Excel report that has a PowerPivot Data Model in it and allow this report to be accessible via a group file share for users to play with.

    The report contains connections to SQL databases and multiple pivot tables in the Spreadsheets.

    I don't want them to be able to refresh the data and have any sensitive connection information.

    How do I pragmatically refresh a workbook like this, then remove the connections still allowing people use the data in the workbook? Or is there a better way of doing this?

    Thank you

    Cat

  2. #2
    Forum Expert CK76's Avatar
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    Re: Remove connections for customer facing reports

    Hmm, this isn't something easy to do. As you'd need underlying data in the model to interact with PivotTable.

    May be try something like below.
    Steps:
    1. Aggregate data to level that does not expose sensitive info, before loading to data model.

    2. Create your report in Master Workbook.

    3. In the Master, go into Data model. Copy a table. Close model.

    4. In new blank workbook, open data model. Paste. This should recreate Data model with blank dummy connection. With no ability to refresh.

    5. Repeat step 3 & 4 as needed to move over all the necessary model parts to new workbook's data model. Share.

    If Step 1 isn't feasible. There is no reliable method to protect underlying data in Excel AFAIK.
    Though you could cancel double click event on PivotTable.DataBodyRange, there are ways to get around it, for anyone with bit of knowledge and determination.
    Last edited by CK76; 10-25-2018 at 04:06 PM.
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  3. #3
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    Re: Remove connections for customer facing reports

    I agree with CK76, there is no way to remove the connection, or prevent the user from accessing the pivot cache, without breaking the functionality of the pivot tables, they would be effectively read-only and immutable.

    What you are asking for is beyond the scope of what Excel can support, you are moving into the realm of needing a real BI solution like Power BI or Tableau.

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