Forum Discussion
dynamic excel list via oneDrive
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):
- Open Excel and create a new workbook.
- Click on the "Data" tab and select "From Other Sources" > "From Microsoft OneDrive".
- Sign in to your OneDrive account when prompted and select the Excel file containing your dynamic list.
- In the "Navigator" pane, select the sheet containing your dynamic list and click "Load".
- Once the data is loaded into Excel, click on the "Data" tab and select "Queries & Connections".
- Right-click on the query for your dynamic list and select "Duplicate".
- Rename the duplicated query and click "Load To".
- In the "Import Data" dialog box, select "Only Create Connection" and choose "Add this data to the Data Model".
- Click "OK" to close the dialog box.
- 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.
- Click on the "Data" tab and select "From Other Sources" > "From Microsoft Query".
- In the "Choose Data Source" dialog box, select the "Excel Files" tab and choose the Excel file containing the duplicated query you created earlier.
- Select the duplicated query and click "OK".
- In the "Query Wizard - Choose Columns" dialog box, select the columns you want to include in your dynamic list and click "Next".
- 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".
- 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".
- In the "Query Wizard - Finish" dialog box, you can choose to edit the query or simply click "Finish" to load the data.
- 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.
- 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.
- Save the workbook to your OneDrive share point so that it can be accessed and shared with others.
I hope this helps!
- RenaTKMMay 08, 2023Copper Contributor
- SergeiBaklanMay 08, 2023Diamond Contributor
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.
- RenaTKMMay 11, 2023Copper Contributorthanks for you effort, but it is not working at my place....