Save your Autotask Excel Dashboard password for easy refreshing

Rather than being prompted for your password with each refresh, you can save your Autotask workbook password within the workbook. (Note: you should always keep the workbook secure and password protected to prevent unwanted access to your data).

To save your passwords for the service and sales workbooks, follow these steps:

Service Workbook – steps to save password:

  1. click on Data in the excel toolbar
  2. click on Connections
  3. click on table (AT_Ticket_Detail_Data)
  4. click on Properties
  5. click on Definition tab
  6. click the Save Password checkbo

Do the same steps for the table (AT_WarehouseUpdate).

Sales Workbook – steps to save password:

  1. click on Data in the excel toolbar
  2. click on Connections
  3. click on table (AT_Opportunity_Detail_Data)
  4. click on Properties
  5. click on Definition tab
  6. click the Save Password checkbo

Do the same steps for the tables (AT_Opportunity_Detail_Closed) and (AT_WarehouseUpdate).

Password Protect Your Workbook

  1. click on File in the excel toolbar
  2. click on the Protect Workbook button
  3. click on encrypt with password

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