Sep 03 2021 02:29 AM
Sep 03 2021 02:29 AM
Hope you are all doing well.
I have a several Excel workbooks connected to different SharePoint 2013 lists.
These documents are yearly reports. and we need to keep the data they contain.
The company I'm working for is , like most of the companies, switching to M365 and the SharePoint site has been recreated. We still have those documents linked to the SP2013 lists, since we need to keep them for regulatory purposes and the company will be decommissioning the SP2013 in a few weeks.
Of course, if the environment, that means lists are not accessible anymore...meaning my documents will not keep the information anymore.
Does one of you know a way to keep the content of those report even if the connection is not behind anymore ? I tried to remove the connection but all the content of the file disappears...
Thanks a lot for your help !
Sep 03 2021 06:23 AM
Sep 03 2021 01:34 PM
That's another story. If you connect Table to the list, data is kept in the grid, with removing of connection you only won't be able to update it.
With PivotTable data is on SharePoint, removing the connection you remove data. Actually I don't know hoe to resolve. Depends on which PivotTable you use data could be kept in PivotTable cache or in data model. If you disable all possible options to refresh PivotTable (without removing the connection) it is some chance data will be kept in caches if you do nothing with such files. That's easy to test.
Sep 06 2021 05:41 AM
Sep 06 2021 01:38 PMSolution
Both are kept within Excel file. If you don't know about data model most probably you don't use it, details are here Create a Data Model in Excel (microsoft.com)
Without data model PivotTable creates copy of the source data in local cache and works with it. It updates the cache on each refresh from data source. Understanding the Excel PivotTable Cache – (bluepecantraining.com)
I'm not sure you can change PivotTable data source from one connection type to another, but my practical experience here is quite limited.
Sep 09 2021 11:39 AM