publish reports in Excel

Hi Glen,

We would like to know more about the issue by answering the following questions below:

• Are you trying to add a connection to an existing or a new Microsoft Excel workbook file?
• What action or steps have you tried?
• Ar you trying to configure Excel connection?

We look forward to your response.

Thanks for reaching out to me. Please see my responses below:

• Are you trying to add a connection to an existing or a new Microsoft Excel workbook file?
  • All of the content is currently in a single XLS (Excel 2016) workbook. I have not tried to add an extension. (I’m not sure what that entails, or what it “does”).
• What action or steps have you tried?
  • So far, I am in the process of creating a dashboard/monthly report template that can be distributed to the sales team. The critical data (NAME, Territory #, top customers by volume, etc.) is being identified. Once it is finalized, I need to be able to push the info into the template. Likewise, the manager version of the report will have most of the same content plus slicers to quickly manipulate their view (e.g., top 3 territories in the area, top 10% of customers, etc.)
• Are you trying to configure Excel connection?
  • No.

What I need to ensure is data privacy. Depending upon implementation, the users only see the data in their scope. A territory can only see  his own results (and not the data in his neighbor’s territory), but a manager can see all/only the people in his area (but cannot see the data for any other area). Otherwise, I am manually cutting and pasting over 100 reports and sending each out one at a time.

I appreciate your help!

Regards,

Glen

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As always, your input will be highly appreciated.