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Linking Data From Excel to Access to Sharepoint List

%3CLINGO-SUB%20id%3D%22lingo-sub-679147%22%20slang%3D%22en-US%22%3ELinking%20Data%20From%20Excel%20to%20Access%20to%20Sharepoint%20List%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-679147%22%20slang%3D%22en-US%22%3E%3CP%3EHi%20-%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3EI%20retrieve%20data%20in%20Excel.%20I%20am%20trying%20to%20create%20a%20link%20from%20this%20data%20to%20a%20Sharepoint%20List%20so%20that%20the%20data%20can%20be%20shared%20in%20a%20separate%20template%20that%20includes%20that%20data%20as%20a%20Power%20Query.%20If%20I%20export%20from%20Excel%20to%20Sharepoint%2C%20I%20do%20not%20maintain%20a%20%22live%22%20refresh%20of%20the%20data%20(when%20the%20data%20is%20updated%20in%20Excel%20it%20is%20not%20reflected%20in%20Sharepoint%20list).%20I%20am%20now%20trying%20to%20link%20the%20data%20from%20Excel%20to%20Access%20and%20from%20there%20link%20it%20to%20Sharepoint.%20I%20am%20able%20to%20link%20the%20Excel%20to%20Access%20and%20see%20changes%20reflected%3B%20I%20am%20able%20to%20link%20Access%20to%20Sharepoint%20and%20see%20changes%20reflected.%20But%20I%20am%20unable%20to%20see%20changes%20reflected%20in%20Sharepoint%20that%20are%20made%20in%20the%20original%20Excel%20file.%20Any%20thoughts%2Fsuggestions%2Fwork-arounds%3F%20*Note%2C%20I%20am%20currently%20using%20Office%202013%20but%20will%20be%20moving%20to%20365%20in%20the%20next%20month!%3C%2FP%3E%3C%2FLINGO-BODY%3E%3CLINGO-LABS%20id%3D%22lingo-labs-679147%22%20slang%3D%22en-US%22%3E%3CLINGO-LABEL%3EAccess%3C%2FLINGO-LABEL%3E%3CLINGO-LABEL%3EExcel%3C%2FLINGO-LABEL%3E%3CLINGO-LABEL%3ESharePoint%3C%2FLINGO-LABEL%3E%3C%2FLINGO-LABS%3E%3CLINGO-SUB%20id%3D%22lingo-sub-768123%22%20slang%3D%22en-US%22%3ERe%3A%20Linking%20Data%20From%20Excel%20to%20Access%20to%20Sharepoint%20List%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-768123%22%20slang%3D%22en-US%22%3E%3CP%3E%3CA%20href%3D%22https%3A%2F%2Ftechcommunity.microsoft.com%2Ft5%2Fuser%2Fviewprofilepage%2Fuser-id%2F357024%22%20target%3D%22_blank%22%3E%40mkmeach89%3C%2FA%3E%26nbsp%3B%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3EI'm%20not%20sure%20if%20I%20understand%20your%20situation%20right%2C%20but%20linking%20from%20Access%20to%20Excel%20and%20SharePoint%20doesn't%20automatically%20link%20the%20Excel-sheet%20to%20the%20SharePoint%20list.%20You%20need%20a%20query%20in%20Access%20to%20update%20the%20SharePoint%20list%20from%20Excel.%20The%20type%20of%20query%20depends%20on%20whether%20you%20want%20to%20update%20or%20reload%20the%20SharePoint%20list%20from%20Excel.%3C%2FP%3E%3C%2FLINGO-BODY%3E%3CLINGO-SUB%20id%3D%22lingo-sub-768144%22%20slang%3D%22en-US%22%3ERe%3A%20Linking%20Data%20From%20Excel%20to%20Access%20to%20Sharepoint%20List%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-768144%22%20slang%3D%22en-US%22%3E%3CP%3E%3CA%20href%3D%22https%3A%2F%2Ftechcommunity.microsoft.com%2Ft5%2Fuser%2Fviewprofilepage%2Fuser-id%2F357024%22%20target%3D%22_blank%22%3E%40mkmeach89%3C%2FA%3E%26nbsp%3B%3C%2FP%3E%3CP%3EFollow%20the%20steps%20in%20this%20article%3A%3CSPAN%3E%26nbsp%3B%3C%2FSPAN%3E%3CA%20href%3D%22https%3A%2F%2Fsupport.office.com%2Fen-gb%2Farticle%2FExport-a-list-to-Excel-in-SharePoint-Online-40f4b5cd-cb8a-4106-817e-4a0bf7cd68b5%22%20rel%3D%22noreferrer%20noopener%20noreferrer%20noopener%20noreferrer%22%20target%3D%22_blank%22%3Ehttps%3A%2F%2Fsupport.office.com%2Fen-gb%2Farticle%2FExport-a-list-to-Excel-in-SharePoint-Online-40f4b5cd-cb8a-4106-817e-4a0bf7cd68b5%3C%2FA%3E%3C%2FP%3E%3CP%3EIf%20your%20list%20on%20the%20sharePoint%20gets%20updated%2C%20you%20will%20need%20to%20Refresh%20connection%20in%20excel%20in%20order%20to%20get%20the%20updated%20data%20from%20the%20SharePoint%20List.%3C%2FP%3E%3C%2FLINGO-BODY%3E
mkmeach89
Occasional Visitor

Hi -

 

I retrieve data in Excel. I am trying to create a link from this data to a Sharepoint List so that the data can be shared in a separate template that includes that data as a Power Query. If I export from Excel to Sharepoint, I do not maintain a "live" refresh of the data (when the data is updated in Excel it is not reflected in Sharepoint list). I am now trying to link the data from Excel to Access and from there link it to Sharepoint. I am able to link the Excel to Access and see changes reflected; I am able to link Access to Sharepoint and see changes reflected. But I am unable to see changes reflected in Sharepoint that are made in the original Excel file. Any thoughts/suggestions/work-arounds? *Note, I am currently using Office 2013 but will be moving to 365 in the next month!

2 Replies

@mkmeach89 

 

I'm not sure if I understand your situation right, but linking from Access to Excel and SharePoint doesn't automatically link the Excel-sheet to the SharePoint list. You need a query in Access to update the SharePoint list from Excel. The type of query depends on whether you want to update or reload the SharePoint list from Excel.

@mkmeach89 

Follow the steps in this article: https://support.office.com/en-gb/article/Export-a-list-to-Excel-in-SharePoint-Online-40f4b5cd-cb8a-4...

If your list on the sharePoint gets updated, you will need to Refresh connection in excel in order to get the updated data from the SharePoint List.

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