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Tob_P
Helper V
Helper V

Connection to Sharepoint Folder won't update for new Excel files

I'm using the Sharepoint Folder connector and created a report based on the Excel files that were in the folder at that point. Used this video (https://www.youtube.com/watch?v=-XE7HEZbQiY) as a guide on how best to do it in Query Editor however on publishing to Service and scheduling a refresh, no updates when additional Excel files have been deposited in the Sharepoint folder. I was under the impression any additional files would be included in the refresh.

 

Went back into the .pbix file to manually refresh the preview and again, it doesn't recognise the files. This is the first time that I've had a need to use the Sharepoint Folder connector for multiple files, rather than a single Excel file so in new territory. For context, the data file I'm working with is referencing the original connection.

 

Here's a view of what I'm seeing in Query Editor (original connection)..

 

TobP1.png

 

...and referenced connection...

 

Tob_P_0-1697625241388.png

 

Any suggestions on what I'm doing wrong to be able to at least manually refresh the .pbix to get the additional excel files?

1 ACCEPTED SOLUTION

yes, sorry, I misread.

 

You clicked on the "Combine binaries"  button which created a lot of boilerplate code and extra groups etc.  From the name of the function it looks like you have done that already multiple times.

 

Examine the produced code, then throw it away and implement your own version via Table.AddColumn and your own file parser.  That will clean things up and also avoid reading the first file twice.

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6 REPLIES 6
danextian
Super User
Super User

Hi @Tob_P ,

 

When Power Query created a custom function automatically,  what sheet  name  was selected? It is possible that the new files do not have the same sheet names or the case could be different. M is case-sensitive.

danextian_0-1697891040277.png

 





Dane Belarmino | Microsoft MVP | Proud to be a Super User!

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@danextian - when I have access to the files tomorrow I will double check on this. It's automatically churned out from our Sales system, so would be surprised if there were different, but it's certainly not something I've checked so definitely worth investigating - thank you.

lbendlin
Super User
Super User

Instead of Name = "Unposted"  your filter needs to say Name contains "Unposted".

@lbendlin Just for reference, Unposted is the folder name, not the file name, which has remained unchanged.

Hi @lbendlin 

 

Can you advise of the syntax required to amend that in Advanced Editor please? Attempted to amend the = to contains but showing an error. Gives options like text.contains, but after working through the list of options, I'm coming back with syntax errors each time. Thank you for your reply above - appreciated.

yes, sorry, I misread.

 

You clicked on the "Combine binaries"  button which created a lot of boilerplate code and extra groups etc.  From the name of the function it looks like you have done that already multiple times.

 

Examine the produced code, then throw it away and implement your own version via Table.AddColumn and your own file parser.  That will clean things up and also avoid reading the first file twice.

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