pulling fields from a spreadsheet in one teams channel to a spreadsheet in a separate teams channel

Question

I have a spreadsheet in one teams channel with in our agency, I need to be able to pull certain colums from that spreadsheet to populate to a separate spreadsheet in another teams channel

Answer 1

Hi @Miller, Shelly,

Thank you for reaching out with your question.

Sharing and syncing data between files stored in different Microsoft Teams channels is a common requirement, especially when working across teams or departments.

In Microsoft Teams, files uploaded to a channel are stored in the team’s SharePoint document library, and each channel has its own associated SharePoint folder.

Reference:

• Share files in Microsoft Teams
• Collaborate on files in Microsoft Teams

 

Here are my recommended approach: use Power Query in Excel

 

If you need to pull specific columns from one workbook into another and keep the data refreshable, Power Query is the most suitable solution. Power Query allows Excel to import data from another Excel workbook, transform it as needed, and load the results into the destination file.

Steps to follow:

1. Open the destination spreadsheet from the second Teams channel (available from the channel’s Files or Shared tab).
2. In Excel, go to Data and select Get Data. Microsoft lists Excel workbook as a supported Power Query source.
3. Select the source workbook stored in the first Teams channel. In Excel for the web, the Choose data source dialog allows you to authenticate using your organizational account if required.
4. Select Transform data to open the Power Query Editor.
5. Keep only the columns you need by removing the others. Power Query supports filtering columns so only the required data remains: Learn to combine multiple data sources (Power Query)
6. Select Close & Load (or Close & Load To) to load the filtered data into the destination workbook.
7. When the source file changes, refresh the query using Data > Refresh to update the destination file: Manage workbook links.

For reference:

• Import data from data sources (Power Query)
• Use Power Query in Excel for the Web
• Create, load, or edit a query in Excel (Power Query)

 

A simpler alternative is available if you only need to reference a small number of cells or a fixed range:

 

If you only need a few cells or a fixed range rather than full columns or tables, Excel also supports workbook links (external references). You can open both workbooks, type = in the destination file, select the source cell or range, and press Enter, or use Paste Link. Workbook links work when both files are saved in an online location accessible with your Microsoft 365 account.

For detail steps: Create workbook links.

 

If more in‑depth guidance or additional support is needed for these steps, consider posting your question in the Microsoft Power Automate Community. This forum is dedicated to Power Automate–related discussions and is better suited for this type of scenario. The general Q&A forum has limited resources and expertise in this area, whereas the Microsoft Power Platform Community Forumis monitored by specialists and partners who regularly share their knowledge and insights, helping provide more effective and targeted assistance.

 

I hope this information is helpful. Please try the steps above and let me know if they resolve the issue. If any questions remain, feel free to reply and we can continue working through them together.

As other users will also search for information in this community, your vote can significantly help those with similar inquiries quickly locate the most relevant resources. 

Thank you for your kindness and for contributing to the forum.

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