I’m afraid that when you have a report created on a “non managed excel file” (somewhere on disk, not in repository), and you MOVE the excel file, the report becomes unlinked.
It’s quite the same thing if you “have to move the universe” : if it’s really a NEW universe, but objects have the same names, you can try “relinking the query to the new universe”, which ONLY works if the OLD universe can still be found by your report (you did not “move” that one out of sight, or threw it away)
Same for excel: another excel equals to “a new data source”, even if the “same” excel file only has been moved to anoher (visible) folder.
BUT
IF you put the excel in the repository, then create a query on it ( in BI 4.1 you need either rich client or java applet for that, maybe not in 4.2) you can MOVE the excel within the repository later.
Of course, in the new folder, your user / query needs to have ACCESS to it. But “move” ( or cut - paste from one repository folder to another one) will preserve its “CUID” (or GUID ? Always forget which one is necessary) , and as your “BI 4.1 webi docs” link to that ID, the only need for the data (excel) is that the user has ‘view data access’ to it.
Standard access level “View” on the folder (and to folders above it) is more than enough. Our custom access levels are much more restricted and it works.
If you COPY-paste , the report will still be linked to the old excel, and if you delete it, the report will have a “broken data provider”
If you need to update the excel in the repository, there’s a function “replace” or “update”, that will reuse the “ID” for the newer version of your excel …
P.S. :
we weren’t able to make reports refreshable, if they are built on an excel “on the LAN” . Something with the BI server not accessing the right disk/folder through the LAN security. It would certainly work if LABN weren’t secured but that is no option.
Besides: it’s better that an excel be “created and reworked” from MS Excel, then saved to disk, then “updated in the repository”. That way there’s a backup copy already.
RensH
(BOB member since 2007-06-18)