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Linking Excel Office On The Web and Local Excel Workbooks

Anonymous
2020-11-05T22:49:16+00:00

I am currently working on a shared excel workbook online between multiple people. I am also creating a local excel workbook that needs to pull information from the workbook online. How do you link these? Can you link them both ways so an online workbook pulls from a local file? The shared excel file is accessed through a SharePoint site. I also have Microsoft Teams available if I can save a collaborate excel workbook there and connect through that.

I have attempted to use "From Web" and "Get Data > From SharePoint Online List" and have been unsuccessful with both. Both result in a "Access to the resource is forbidden" error message.

Example: If Person 1 in the online file changes A1 from "Yes" to "No", the local workbook linked to that cell (='WorkbookOnline'A1) would automatically changed from "Yes" to "No"

Thanks!

Microsoft 365 and Office | Excel | For home | Windows

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  1. Anonymous
    2020-11-10T21:23:57+00:00

    Neha,

    Thank you so much for your time and patience. I attempted this method and ran into a "Access to the resource is forbidden" error. Is this something that is an issue with how I am attempting to access this information or is this an organizational data privacy issue?

    Thank you again,

    Zach

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  2. Anonymous
    2020-11-11T02:20:48+00:00

    Hi Zeglash,

    The error "Access to the resource is forbidden" you are getting is not related to permissions in SharePoint online or Excel. The error is very common and can occur while connecting SharePoint list to Excel or Power BI etc.

    Please try the following method to clear permission in Excel and then check again:

    1.     In Excel, click Data>Get Data>Data Source Settings, click Clear all permissions.

    2.     In Get Data tab, click From Other sources>From Web.

    3.     In the Access web content box, select Organizational account, choose the site collection under drop-down, Sign in> Connect. When you try to connect your data source, it will allow you to re-enter your credential.

    Regards,

    Neha

    6 people found this answer helpful.
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  3. Anonymous
    2020-11-12T23:13:35+00:00

    Hi Zeglash,

    Did you check above reply? Please update us if you still need help.

    Regards,

    Neha

    1 person found this answer helpful.
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  4. Anonymous
    2021-01-22T17:36:08+00:00

    The proposed solution worked for me.

    Thanks!

    Just wondering why getting data from excel 4web to a standard workbook has to be so complicated...

    2 people found this answer helpful.
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