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Syndicate_Admin's avatar
Syndicate_Admin
Administrator
3 years ago

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

  • 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

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