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RenaTKM's avatar
RenaTKM
Copper Contributor
May 08, 2023

dynamic excel list via oneDrive

Dears,

I am after a solution to reflect my permanent dynamic excel list, wich I have safed in OneDrive, into a new worksheet, which I can change/amend and share with a new contacts via OneDrive. Special requirment is, that the new reflected list has to change as soon as the original list was changed. and everything has to be placed on OneDrive share point.

 

is this possible? if yes, how?

 

thank you.

 

brgds,

rena

7 Replies

  • NikolinoDE's avatar
    NikolinoDE
    Gold Contributor

    RenaTKM 

    It is possible to reflect a dynamic Excel list saved in OneDrive onto a new worksheet, which can be modified and shared with new contacts via OneDrive. You can achieve this by using the "Get & Transform" feature in Excel and configuring it to connect to your OneDrive account. This will allow you to create a query that pulls data from your original dynamic Excel list and updates it in real-time on the new worksheet.

    Here are the steps you can follow (developed with the help of AI):

    1. Open Excel and create a new workbook.
    2. Click on the "Data" tab and select "From Other Sources" > "From Microsoft OneDrive".
    3. Sign in to your OneDrive account when prompted and select the Excel file containing your dynamic list.
    4. In the "Navigator" pane, select the sheet containing your dynamic list and click "Load".
    5. Once the data is loaded into Excel, click on the "Data" tab and select "Queries & Connections".
    6. Right-click on the query for your dynamic list and select "Duplicate".
    7. Rename the duplicated query and click "Load To".
    8. In the "Import Data" dialog box, select "Only Create Connection" and choose "Add this data to the Data Model".
    9. Click "OK" to close the dialog box.
    10. Go back to the new worksheet where you want to reflect your dynamic list and click on the cell where you want the data to be displayed.
    11. Click on the "Data" tab and select "From Other Sources" > "From Microsoft Query".
    12. In the "Choose Data Source" dialog box, select the "Excel Files" tab and choose the Excel file containing the duplicated query you created earlier.
    13. Select the duplicated query and click "OK".
    14. In the "Query Wizard - Choose Columns" dialog box, select the columns you want to include in your dynamic list and click "Next".
    15. In the "Query Wizard - Filter Data" dialog box, you can apply any filters you want to your data or leave it as is and click "Next".
    16. In the "Query Wizard - Sort Order" dialog box, you can choose the sort order for your data or leave it as is and click "Next".
    17. In the "Query Wizard - Finish" dialog box, you can choose to edit the query or simply click "Finish" to load the data.
    18. Once the data is loaded, you will see a message asking if you want to add the data to the worksheet as a table. Click "Yes" to create a table.
    19. Now you have a new worksheet that reflects your dynamic list from OneDrive. Any changes made to the original list will be reflected in real-time on this worksheet.
    20. Save the workbook to your OneDrive share point so that it can be accessed and shared with others.

    I hope this helps!

    • RenaTKM's avatar
      RenaTKM
      Copper Contributor

      NikolinoDE 

       

      I am already stucked at point 2.

       

      can not find ""From Microsoft OneDrive"

      • SergeiBaklan's avatar
        SergeiBaklan
        Diamond Contributor

        RenaTKM 

        If you try to combine few files and you are on OneDrive For Business, use File->From SharePoint Folder connector with URL like

        https://<tenant>-my.sharepoint.com/personal/<account>

        On next step filter it on the path you use.

        If you'd like to query exact file, open it, File->Info->Copy Path (assuming it is on OneDrive).

        In another file to connect it Data->From Web->paste URL and remove at the end of the URL text

         "?web=1".

        When click Ok. 

         

         

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