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Syndicate_Admin
Administrator
Administrator

Get data from sharepoint options in excel

I have do some study, and would like to confirm if we need the microsoft enterprise license in order to have the option in excel to get data from sharepoint folders?

2 REPLIES 2
Syndicate_Admin
Administrator
Administrator

Showing authenticate issues, but when connect to specific excel file, no authenticate problem.

 

ND_Pard
Helper II
Helper II

Power Query – How I Connected to a SharePoint file ******************

 

  • Open a browser ... by default this opens our Agency's website
  • Left-Click on the “waffle” icon to the left of the word: SharePoint
  • Left-Click on “OneDrive”
  • Left-Click on “Shared”
  • Find the desired file name and double-click on it … this will open it on a web page
  • Click on the “Editing” drop-down arrow and Left-Click on “Open in Desktop App”
  • Left-Click on “Open Excel” … this opens the file in Excel  … the file is now open in your browser and in Excel
  • Close the version in your browser
  • In the Excel version, click on a blank cell (but not cell A1) and enter the formula =Cell(“filename”,A1) and hit enter … this returns a full filename
  • Copy this formula and Paste it as a Value.
  • From the end of this value, remove the worksheet name and the brackets surrounding the file name … what’s remaining is the desired file address

 

  • Copy this remaining value to your clipboard (verify it is copied to your clipboard by pasting it in another blank cell)
  • Now delete the data from the two (2) blank cells you used above and close the Excel SharePoint file you opened above

 

  • In the Excel file you want to connect to the above file, click on the ribbon: Data, group: Get and Transform Data, button: Get Data, From Web
  • Paste the contents from your clipboard and click OK … if asked, click Organizational account and then “Signin”, click on your account,  and  then click Connect

…. The rest is just like any other Power Query

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