Update linked data sources

Update linked data sources in Microsoft Excel — with the four heights of help laid out: do it now, make it easier for the next person to accept, work out the right move when you are stuck, and learn the pattern so it stops coming back.

4prompt heights
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The four heights

The same task, four distances: today's deadline, the next reviewer, the stuck moment, the pattern.

Execute — do the immediate task

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Update the workbook’s external links to the new server path and refresh all linked tables and…
Update the workbook’s external links to the new server path and refresh all linked tables and queries. Confirm that the SalesData connection now points to \fileserver02 eports evenue.csv and that the currency conversion sheet pulls the latest exchange rates. After refresh, save a copy as Linked_Update_2026-07-17 and report any broken queries or errors.

Improve — make it easier to accept

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Before I hand this to the operations team, make the link migration obvious and low-risk: list every…
Before I hand this to the operations team, make the link migration obvious and low-risk: list every external connection and its current path, replace the old server path with \fileserver02 eports evenue.csv, run a full refresh, flag any tables that changed row counts, and create a rollback copy named Linked_Rollback_2026-07-17. Give a one-paragraph summary of risks and the steps to revert.

Decide — diagnose the stuck moment

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I swapped the data source to the new server and the workbook refresh now fails citing missing…

The refresh failed with errors about missing fields

I swapped the data source to the new server and the workbook refresh now fails citing missing fields in SalesData. I am worried downstream calculations are broken and I cannot tell if the source schema truly changed or if the connector mapped wrong. How should I quickly diagnose which is true and what safe next step gets me back to a consistent dataset before COB today?

Become — change the pattern

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Every time we change servers or file locations, linked workbooks break and we lose hours fixing…

We keep breaking links after migrations

Every time we change servers or file locations, linked workbooks break and we lose hours fixing queries and updating formulas. I want to stop this cycle. Recommend one governance rule and one technical habit for managing external links so migrations are predictable and repair time is minimal.

Next to this one

Other spreadsheet work people do in Microsoft Excel.

Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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