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emis_user_manual_odata_warehouse [2026/01/10 16:45] ghacheyemis_user_manual_odata_warehouse [2026/01/10 17:56] (current) ghachey
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-===== Refresh-able Workbook =====+===== Excel Data Export Formats =====
  
-Downloading a refreshable workbook creates an Excel file that maintains a live connection to the data warehouse. When the official warehouse data is updated, you can retrieve the latest data in your workbook by choosing Data → Refresh All. This is currently an experimental feature but works reliably in most cases. With a refreshable workbook you can build pivot tables, charts, and other analyses, then update everything instantly by clicking Refresh All.+When downloading data from the official data warehouse, you have two export methods:
  
 +1) Standard Download (Default)
 +
 +  * Creates a static Excel file containing a snapshot of the data at the time of download
 +  * The file will not automatically update when the underlying data changes (e.g., when new school year data is added, when records are updated, or when corrections are made)
 +  * To access updated data, you must return to this page and download a fresh copy
 +  * Best for: One-time analysis, archival purposes, or situations where you need a fixed reference point
 +
 +2) Create Refreshable Workbook (Experimental)
 +
 +  * Creates an Excel file with a live connection to the official data warehouse
 +  * The workbook can be refreshed to pull the latest data without re-downloading
 +  * Updates are retrieved on-demand when you manually refresh the connection in Excel (Data → Refresh All)
 +  * The connection settings and data source remain embedded in the workbook
 +  * Note: This is a newer, experimental feature—you may encounter occasional issues
 +  * Best for: Regular reporting, dashboards, or ongoing analysis where you need current data
 +
 +Which should I choose?
 +
 +  * If you need data for a specific point in time or occasional use → use Standard Download
 +  * If you need to regularly access updated data → use Create Refreshable Workbook
  
emis_user_manual_odata_warehouse.1768063521.txt.gz · Last modified: 2026/01/10 16:45 by ghachey