Use Data Range Properties through 3 how-to topics, all available without membership; start from the index and open the matching steps for the setting you need.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Set refresh on file open | Free |
| 2 | 2. Set scheduled automatic refresh | Free |
| 3 | 3. Set how row changes are handled after refresh | Free |
How-to Guide
1. Set refresh on file open
Feature entry: Get Data drop-down menu → Data Range Properties → Refresh data on file open
- Right-click the imported linked data range.
- Open the Data Range Properties panel.
- Select Refresh data on file open in the refresh controls.
- Click OK to save the setting.
- The next time the spreadsheet is reopened, the latest source data is refreshed automatically.
Success Criteria
- Interface result: The Data Range Properties panel shows that Refresh data on file open is enabled.
- Next action: After reopening the file, the imported data updates automatically.
Tips While Using
- This setting only applies to imported external linked data.
- If the source cannot be reached, the refresh may not complete when the file opens.
2. Set scheduled automatic refresh
Feature entry: Get Data drop-down menu → Data Range Properties → Refresh frequency
- Open the Data Range Properties panel.
- Select Refresh frequency in the refresh controls.
- Enter the refresh interval in minutes.
- Click OK to apply the setting.
- While the file remains open, the data refreshes at the interval you set.
Success Criteria
- Interface result: The refresh frequency option is enabled and shows the configured number of minutes.
- Next action: While the file stays open, the data updates at the selected interval.
Tips While Using
- A very short refresh interval may increase access requests to the data source.
- Choose an interval that matches how often the source data changes.
3. Set how row changes are handled after refresh
Feature entry: Get Data drop-down menu → Data Range Properties
- Open the Data Range Properties panel.
- Find the setting for how the number of rows in the data range changes upon refresh.
- Select one of the following options as needed:
- Insert cells for new data and delete unused cells.
- Insert entire rows for new data and clear unused cells.
- Overwrite existing cells with new data and clear unused cell contents.
- Click OK to save the change.
Success Criteria
- Interface result: The selected row-change handling option is saved.
- Next action: After the next refresh, the data range expands, overwrites, or clears content according to the selected mode.
Tips While Using
- Different handling modes can affect nearby worksheet layout, so review the sheet structure before applying changes.
- When the external data size changes often, choose the option that matches the surrounding layout.