Template transfer to web-version

Hello Grant,

Thankyou for your question on the forum.

There is no easy way to transfer your report from desktop to service without rebuilding it unfortunately. However, there is an option to automate refresh in the service to avoid having to refresh at desktop stage and republish.

What you will need to set up firstly is an Enterprise Gateway which your IT dept can help you with. The gateway acts like a bridge between your on-premise data (eg. Excel) and your online report in the service. Once it's set up, IT will issue you with some login credentials to set up the refresh. Ideally you would want to set up what's called schedule refresh to ensure your reports are updated every hour for example.

The following Youtube link takes you through the steps:

https://www.youtube.com/watch?v=EXA3rif8gX8


I hope this helps and if so please let me know

Kind regards
Martin Sutherland
(Senior Applications Trainer)