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Auto updation of excel columns from data of other excel sheet

LAKSHMIPRIYA PILLAI 0 Reputation points
2023-06-26T05:20:51.2833333+00:00

I have created a excel sharepoint that contains work list of Demands that are taken care by me. My company sends me the list of total Demands that are allocated to all the members across the company. Is there any way by which I can auto fetch and auto update the status daily in my sharepoint excel from the excel shared by my company.

Microsoft 365 and Office | Excel | For business | Windows

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  1. Tanay Prasad 2,260 Reputation points
    2023-06-26T06:45:22.5166667+00:00

    Hi,

    Yes, you can do that with the help of Power Query.

    Here are the steps-

    1. Open your Sharepoint Excel file.
    2. Go to the Data Tab in the Excel ribbon.
    3. Click on "Get Data" and choose the appropriate data source.
    4. In the Power Query Editor, mention the file path and select the data range or table that contains your demand.
    5. Apply filters in Power Query to extract the required information.
    6. Click on "Close & Load" in the Power Query Editor.
    7. Go to the "Queries & Connections" pane, right-click on the query, and select "Properties".
    8. In the "Refresh Control" section, mention the desired refresh frequency (e.g., daily) and other settings.
    9. Save your Excel file to make sure that the data and refresh settings are retained.

    This should work for you.

    Best Regards.

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