Forum

PowerQuery - ShareP...
 
Notifications
Clear all

PowerQuery - SharePoint (https)

5 Posts
2 Users
0 Reactions
211 Views
(@questvba)
Posts: 125
Estimable Member
Topic starter
 

Hello everyone,

We are working with Excel 2016. I have an Excel file (xlsb, but it can be xlsx) which is linked, via Power Qurey, to a folder containing csv files. Everything works perfectly.

What is my problem? For a month now we've had a SharePoint site (https!) and I'd like to be able to transform my Excel file so that it retains its automatic functions: I set the csv files to update and I click on the update PowerQuery links and pivot tables and the magic happens.

But, for the moment, I can't do it. I can create an ‘From SharePoint folder’ link. OK. I can refresh. OK. But if I also put my master file on the SharePoint and open it in the browser (so Excel 365)... BARDAF, I can't update the links.

What can you suggest as a solution, either total (the best) or partial?

 
Posted : 07/12/2024 12:59 am
(@debaser)
Posts: 837
Member Moderator
 

FYI, Excel in the browser is not 365, it's Excel Online. 365 is a subscription model, most of whose options also offer the desktop applications.

There are pretty major limitations on what the refresh options are for the online version, and there isn't anything you can do to change that. The simplest option is probably just to open the workbook in the desktop version to refresh it.

 
Posted : 07/12/2024 5:52 am
(@questvba)
Posts: 125
Estimable Member
Topic starter
 

Thanks, Velouria.

And I apologise for the confusion between 365 and online. Probably because I use Microsoft 365.

That wasn't the problem. Unfortunately, you've confirmed what I thought. OK, we'll use the desktop version and adapt to this situation.

 
Posted : 07/12/2024 7:54 am
(@debaser)
Posts: 837
Member Moderator
 

I have a similar issue with a workbook shared in Teams. Fortunately it doesn't need refreshing that often, but I'm still looking for a better solution, so will post back here if I find one. I feel like Power Automate must be a possible solution.

 
Posted : 07/12/2024 9:15 am
(@questvba)
Posts: 125
Estimable Member
Topic starter
 

I'm also exploring the Power Automate option. If I see a solution, I'll post it here.

BR,

Lionel

 
Posted : 07/12/2024 5:15 pm
Share: