Accessing Excel Files in the Portal and Editing Steps

Accessing Excel Files in the Portal and Editing Steps

Steps to Download Content and Sign into Connected Excel

  1. Make sure your version of Excel meets the requirements, here. 
  2. Log into the Portal and click the Files tile in the landing page. 

  3. Hover over an Excel file to download and click it to download. 



  4. When you open the file in Excel it will open in a Protected View. Enable editing. 




  5. When editing is enabled, Excel will block the report connections. Enable the connections so you can interact with the data. 


  6. It's good practice to refresh the report prior to editing the file. This step is not required but can resolve issues if you receive errors when trying to interact with the report.
    Go to Data > Connections > Refresh All. 




  7. Sign in or choose the appropriate account to log into Microsoft. 
    NOTE: Organizations that use Single Sign-on still need a separate Tabs Azure login. Access is generated by Tabs Analytics sending an invitation regardless of the typical method used to log onto the Tabs Portal. 





  8. If prompted, enter the password for the Microsoft account you’re using to log in, then click the Sign in button. 



  9. Edit the document if desired and save all changes. 

 


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