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November 13, 2021
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Hi,
I am using Excel for MS 365 MSO 64-bit.
My issue is that I have exported a SharePoint list to Excel and customized it with formulas, charts and the extra columns in green. I have loaded this file into the Documents library for this SharePoint site. What I want is for other users to be able to open this Excel on their desktop and be able to Refresh the data and then with a few instructions be able to use the spreadsheet and charts for themselves. But when a user opens the Excel file they are not able to refresh. I have also put the query file in the Documents library to download and tried with a user to go to the Excel file > Table Design > Properties > Query connection, browse box > Definition tab > Connection file > and browse to the query file on their computer but it still doesn't work. It gives the attached error message.
How is it possible to make this work? For others to be able to refresh my customized Excel file?
I have also attached the Excel file.
Thank you!
Diane
July 16, 2010
Online
Hi Diane,
Welcome to our forum! We're not SharePoint experts here, but I'm pretty sure you have to give your users permission to the source data files so that they can refresh them. Then they have to edit the credentials for the query and login as themselves so that when they refresh the query it can verify that they're allowed to access the source file data.
This tutorial on getting data from SharePoint with Power Query should help.
Mynda
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