PowerPivot Scheduled Data Refresh: "The workbook must be checked out before it can be replaced. You can save this file with another name."


Scenario:

You get the following error while running a scheduled data refresh on a PowerPivot workbook:

 

Problem:

The "Require Check Out" option inside of the Document Library Settings > Versioning Settings of any given document library is likely set to "Yes":

 

Resolution:

PowerPivot does not attempt to check out documents when it makes its modification, therefore you will need to turn this "Require Check Out" option to "No" for scheduled data refresh to work on the document library in question.

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