To set up scheduled report refreshes in Excel, the file has to be saved to a OneDrive, OneDrive for Business, or SharePoint drive location. The file can’t be a macro-enabled spreadsheet (XLSM files), as these files aren't supported.
When you set up the scheduled refresh for the first time, Supermetrics will ask you to authorize the access to one or more drives. This is done only once and you can use only one account. This account must have sufficient permissions to save files to the drive.
When creating scheduled refreshes for files, Supermetrics will search for the file from each drive you have access to. If it can't find the file from any of the drives or if macros are enabled on the file, you’ll see an error asking you to Please save this file to a drive.
First, make sure that the file is stored in the right drive. Click Open drive in the error message to see the file’s location.
Verify that the file is stored in one of the drives you see after clicking Open drive. If you don’t see a drive you have access to in this file, it might be because access to the drive has been granted to a group, and Supermetrics doesn’t have permission to search for these types of drives.
Or, it could be because the file is in a Sharepoint drive that’s nested to a Site within another Site. These types of drives aren’t supported.
To fix this, share the file you want to add triggers with your own drive, which Supermetrics has already asked for permission to search for. In most cases, updates to shared files will be saved to the original file.
Contact our support team if you need to revoke any previous authorizations.