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Removing a data source from Excel Power Query

Anonymous
2024-08-22T09:55:52+00:00

Hello

I am trying to remove T drive below from the data source and just use the SharePoint folder so that my colleagues can update. Could someone let me know how to remove the T drive. I've tried everything but can't remove it and when my colleague tries it, T drive can't be found etc.

I originally built the excel dashboard file with the data in my OneDrive. Due to the future data update issue, I changed the data source to SharePoint. but I can't get rid of the original OneDrive so I change it to T drive which my colleague has access.

any suggestions will be appreciated.

Thank you

Microsoft 365 and Office | Excel | For business | Windows

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  1. Rory Archibald 18,875 Reputation points Volunteer Moderator
    2024-08-22T16:29:52+00:00

    Did you check the path being used for the "Sample file" too? That will probably include a file path in the Source step.

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  1. Rory Archibald 18,875 Reputation points Volunteer Moderator
    2024-08-22T10:10:44+00:00

    You need to alter the query (or queries) that is using T (probably in the Source step) and replace with the relevant sharepoint URL. You may also need to amend the function that is using the path, depending on what that is.

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  2. Anonymous
    2024-08-22T10:21:37+00:00

    Thanks for your reply, Rory

    I am currently looking into the 'Transform Sample File' query step. After I changed the source from OneDrive to T drive, I have error messages for those queries. I will let you know how I get on.

    Thank you

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  3. Anonymous
    2024-08-22T16:15:45+00:00

    Hi

    I still couldn't remove the T drive from the data source. I couldn't 'amend the function'. As far as I can see in the Advanced Editor, the function looked ok.

    In the end, I have to start from the scratch 😢. If anyone knows better way, please let me know. Now I have to build all the pivot tables again ... I will try tomorrow to see whether my colleague can refresh all the pivot tables by pressing 'all refresh' after changing the data source to the SharePoint folder.,

    thank for reading

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  4. Anonymous
    2024-08-23T07:33:09+00:00

    After Rory's reply, I have changed my data source to the following in the sample file. It did work!. Also the T folder disappeared from the data source setting as well!

    Thank you

    Before

    = Folder.Files("T:\Monthly Performance Reporting")

    After

    = SharePoint.Files("https://our.sharepoint.com/sites/msteams_684107-PerformanceReport", [ApiVersion = 15])

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