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KMZ_ESS
Helper I
Helper I

Refreshing data from connected dynamic worksheet

Dear all,

 

I've exported a dynamic worksheet from our CRM. The data refresh within the dynamic worksheet works. However, when I want to refresh the data in PowerBI, I'm getting an error that I can't make sense of (see below). I didn't change anything in the dynamic sheet. The "name" column is still there. I only refreshed the data.

I tried refreshing in PBI before refreshing in Excel and once after refreshing in Excel. Both times I'm getting the same error. Any idea what could cause this?

 

Many thanks!

 

 

PBI refresh issue (dyn. sheet).png

5 REPLIES 5
JamesCreasey
Regular Visitor

Hi, is there a hanging space at the front of the column name and that is giving you issues? In the screenshot it looks like '_Name'. I wonder if somewhere between CRM, Excel and PowerBI, there is a trim function that's taking it from '_Name' to 'Name' and that's the issue.

Hi,

you were right. In PBI there was a space before "name". But after I corrected it I still had the error. I don't get it. 😞

If I change the column name in PBI to "Name" I'm getting the error. If I change the column to " Name" in Excel it changes back to "Name" when I refresh in Excel. What I haven't tried is changing to " Name" in Excel and only refreshing in PBI, not in Excel. 

That didn't work either. 

I suspect what is happening is that the file is being exported from CRM with the name "_Name" column header.  When you open the Excel file, Excel is being 'helpful' and trimming the hanging space for you.  When you save the Excel file, there is no longer a space.

I'm sure there will be a way of dealing with either permutation in PowerQuery.  I wonder if this approach would do it for you.
Trim or remove spaces on column headers with Power Query – Curbal

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