Setting Up Automatic Data Refresh for OData Connections

Setting up automatic data refresh for OData connections in Excel is a powerful way to ensure that your data is always current without the need for manual updates. This feature is particularly useful for dashboards and reports that rely on the latest data.

Steps to Set Up Automatic Data Refresh

1. Connect to OData Feed. See how here.

2. Load Data into the Workbook.

3. Configure Data Connection Properties:

   • Go to the Data tab and click on Connections.

   • In the Workbook Connections dialog, select your OData connection and click Properties.

4. Enable Background Refresh:

   • In the Connection Properties dialog, check the Enable background refresh option. This allows the refresh to occur without interrupting your work.

5. Set Refresh Interval:

   • Check the Refresh every X minutes box and set your desired refresh interval. This ensures that the data is periodically refreshed at the specified time.

   • Optionally, you can select Refresh data when opening the file to ensure data is updated each time the workbook is opened.

6. Save & Test:

   • Save your workbook to apply the changes.

   • Test the automatic refresh by leaving the workbook open and ensuring data updates as expected.

Benefits of Automatic Data Refresh

• Time-Saving: Automates the data retrieval process, saving manual effort.

• Accuracy: Ensures that your reports and dashboards reflect the most current data.

• Efficiency: Reduces the risk of human error associated with manual data updates.