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davidmaddock54's avatar
davidmaddock54
Copper Contributor
Oct 27, 2021
Solved

Power Query/Sharepoint

Hello all, 

 

It appears I'm heading down familiar territory, but my question doesn't seem to have been specifically answered.

 

I notice this thread, amongst others.

 

I shall be looking at this thread, with an excellent answer from SergeiBaklan as well.

 

So, to my issue. I have been using PQ to source data from a folder on my desktop. There's a report I can run from our client database, I drag and drop it in the folder, it updates the spreadsheet to do all the formatting, cleaning and date checking I need, job done.

 

Now I want to do the same, but using sharepoint, so that anyone in the particular sharepoint space can drag the same report into a sharepoint folder and then refresh the PQ. 

 

Similar to other threads: I can only get the folder linked using "from folder" and even if you link the sharepoint to your drive so it appears under "from folder" it is then back to only working for me and not others. 

 

Using any of the sharepoint specific options under "Get Data" leads to various errors around url names.

 

I'll post more details shortly, but any help greatly appreciated. 

  • davidmaddock54 

    You may use From SharePoint Folder connector

    using for the connection root site URL and filtering after that on desired folder. But that will be new project, From Folder connector is not mapped on SharePoint folder. At least directly.

9 Replies

  • davidmaddock54 

    You may use From SharePoint Folder connector

    using for the connection root site URL and filtering after that on desired folder. But that will be new project, From Folder connector is not mapped on SharePoint folder. At least directly.

    • davidmaddock54's avatar
      davidmaddock54
      Copper Contributor
      Thanks. Yeah, that's the next step I can't work out. As you say, sharepoint folder only links to root site. Can you point me to a How to guide on that next step? Is it a matter of settings in sharepoint, user permissions, or a specific bit of coding?
      • SergeiBaklan's avatar
        SergeiBaklan
        MVP

        davidmaddock54 

        Connecting to root one of the columns will be Folder path - filter on on folder you work with.

        After filtering, expand content. Rest is similar as with From Folder connector.

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