SharePoint Folder (Preview) Shortcut - undefined

Hi ptmk25 ,

Thank you for sharing the detailed steps and screenshots.
We were able to review the scenario, and based on the behavior you described (where the Transform wizard briefly appears and the file is then placed under Unidentified), this does not appear to be related to permissions or workspace configuration.

Currently, when creating a shortcut at the folder level from SharePoint or OneDrive, Fabric may not consistently infer Excel (.xlsx) files as structured/tabular sources. In such cases, even if the Transform experience is momentarily triggered, the backend may not successfully classify the file. This results in the message: "Unable to identify these objects as tables or views..."
As a result, the file is placed under Unidentified instead of proceeding through the Transform-to-Delta flow.

Recommended approaches

To reliably ingest and structure the data, we suggest the following options:

1. Dataflow Gen2

Connect to SharePoint or OneDrive
Ingest the Excel file
Load the data directly into a Lakehouse table
This is currently the most stable and production-ready approach for this scenario.

2. Notebook-based ingestion

Access the file from the Lakehouse Files section
Use libraries such as pandas or openpyxl to read the .xlsx file
Write the output to a Delta table

This approach provides full control over schema and transformations.

Hope this helps.