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Wednesday, April 20, 2011

PowerPivot for SharePoint - Part III

Yesterday, Part II, we really focus on how to setup the pre-requisites and ground work for PowerPivot for SharePoint.

Today, it about the configuration!

1. Before we start the PowerPivot Service Application's configuration, some simple configuration needed to be done on Excel Service Application first,

2. We need to set the trusted location (this is also applicable for Excel Services publishing)
2.1 Important #1 - In External Data, set Allow External data to “Trusted data connection libraries and embedded”. This setting is required for PowerPivot data access in a workbook.

2.2 Important #2 - Clear the “Warn on Data Refresh” checkbox to allow preview images of individual worksheets in PowerPivot Gallery. If you choose to keep the warning and workbook settings specify refresh on open, you might get a single preview image of the warning instead of the pages in your workbook. (You don’t want the PowerPivot Gallery, turns out showing the ugly warning page on Worksheet preview).


2.3 Important #3 – Increase the Workbook Size!

3. Next thing to do is to configure the Unattended Data Access Account, go to "Secure Store Service" application.

4. Create a New Secure Store Target Application (Just follow the screenshot, and remember the Application Name you specify)!




5. Set who can use this Secure Store Target Application Account!

6. Finally, set the credential (which account to use).



7. Finally, tell PowerPivot Service Application (The name you have given in Step 4), which Secure Store Application to use for Unattended Data Refresh Account.

8. Now you get the PowerPivot dashboard! Go to the “Configure service application settings”, and set the Unattended Data Refresh Account!


Guys! We are DONE with the configuration!

I promise the next post will be quick, how to activate the features, and create a PowerPivot site (with the sexy silverlight PowerPivot viewer) and we will start to rock-and-roll!

For more information about PowerPivot for SharePoint,

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