How To Refresh An Excel File In Sharepoint With Power Automate Desktop

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How To Refresh An Excel File In Sharepoint With Power Automate Desktop

Рет қаралды 91,659

Enterprise DNA

Күн бұрын

Пікірлер: 85

@MohanYGK Жыл бұрын

ufff you made my life very easy. Can we automatically refresh this file twice in a day at 12 noon and 12 midnight (even after closing my laptop). Thanks once again brother.

@purple_powder 2 жыл бұрын

It actually doesn’t refresh the data (which is not checked in the video) as the file is saved and closed immediately after hitting the Refresh button. You need to add a “Wait” step before closing for the refresh to come through.

@nczioox1116 2 жыл бұрын

Thanks. How do you know how long the wait step is? Can it be automated till the refresh is done?

@oluwadolapobifarin105 2 жыл бұрын

@@nczioox1116 guess it should depend on the size of your table

@nczioox1116 2 жыл бұрын

@@oluwadolapobifarin105 well I meant more like is there a way power automate can start the next flow step as soon as the query refresh is done?

@oluwadolapobifarin105 2 жыл бұрын

@@nczioox1116 oh right! now I have no idea.

@Abdullah-rv2oi 2 жыл бұрын

Hi, Did you find a way to do that ?

@PradeepKumar-mh5ht Жыл бұрын

After adding wait function it is working so good. Thanks for introducing this automation.

@EnterpriseDNA Жыл бұрын

Hi @PradeepKumar-mh5ht, glad that you appreciated our content! If you haven't yet, you can subscribe to our channel to see all our upcoming data skills and AI tutorials, and announcements. Cheers!

@RichardOliver 2 жыл бұрын

Could you do this in Power Automate online, rather than in PA Desktop, so the user's machine doesn't have to be on?

@palamilano80 2 жыл бұрын

i have the same question, thank you for your support

@annetra3724 2 жыл бұрын

i couldn't.

@tko86 2 жыл бұрын

This is something I wish Microsoft would allow. Not everyone has access to a server or a virtual service account to run Power Automate desktop.

@brijendraydv 2 жыл бұрын

Pls also show how to schedule it in unattended mode else its.of no use for most of Business users however great tutorial loved it.

@EnterpriseDNA 2 жыл бұрын

Hi, glad that you appreciated our content! We'll look into creating a video on your suggestion. If you haven't yet, you can subscribe to our channel to see all our upcoming Power BI video tutorials and announcements. Cheers!

@Educasag 3 ай бұрын

Amazing! with a wait action really works fine. Thanks!!

@hazel-hanavu3824 2 жыл бұрын

Hi, for anyone who is wondering how much time is needed for your file to refresh. I have the same situation and the way I go about having excel finishes the refresh first then save and close is to use a Power Automate to run a Marco script within the Excel file in which is instructed to refresh, wait for it to finish and only when the refresh is completed then move on to execute the next line of code.

@aimeemoniquegonzales6122 Жыл бұрын

How do you do this?

@dedyhermawan637 Ай бұрын

Thank Bro.., it's good tutorial, very useful for me

@cbrook24 2 жыл бұрын

Thank you! I've been searching for a long time to include a process just like this in my flow.

@EnterpriseDNA 2 жыл бұрын

Hi Chris, glad that this video is of help! If you haven't yet, you can subscribe to our channel to see all our upcoming Power BI and Power Platform video tutorials and announcements. Cheers!

@johnbrophy-jk6nv 3 ай бұрын

Send Keys function with CRTL ATL F5 works as well instead of all the UI elements.

@adi0rban Ай бұрын

Great learning here! now, what are my options to have the Excel file being updated if my machine is off? I've managed to run the desktop flow from an online flow, but still need the machine on for it.

@Joao98357744 Ай бұрын

@delsazm 2 жыл бұрын

But the original question was "to be done all online" and also between last step and close excel, how we ensure that the refresh has been completed?

@EnterpriseDNA 2 жыл бұрын

Hi Mauricio, Thank you for posting your query onto our channel. We really appreciate you taking your valuable time to post it. Well, the refresh will occur online, it's just the file is getting accessed from the Power BI Desktop and the changes will be automatically flowed in. And with regards to the last query that is, "how we ensure that the refresh has been completed?". For this, we already showcased into the video that how to check whether the file is refreshed or not. If the flow has run un-interrupted then within the SharePoint, we'll be able to see the latest date and time. For furthermore queries, you can also reach out to us onto our Community Forum where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference as well. Hoping you find this useful. Subscribe to our KZfaq channel so that you don't miss out on any updates pertaining to the Power BI. You can also join our Power BI group on LinkedIn to receive latest updates on Power BI. Below are the links provided for the reference purposes. Cheers, Enterprise DNA forum.enterprisedna.co/ kzfaq.info/love/y2rBgj4M1tzK-urTZ28zcA www.linkedin.com/groups/12004506/

@meliudaj 2 жыл бұрын

@@EnterpriseDNA Your method in this video does in fact interrupt the Refresh for any refresh that takes longer than 100ms. It would be good to put a correction out on this video.

@vishalbharakhada3357 19 күн бұрын

thank u , very nicely explained

@ValoKicks0404 3 ай бұрын

Hello and thank you for the nice tutorial. Really easy to understand. Could you make the same thing using Power automate (but not the Power automate desktop)? Thanks in advance :)

@koltregaskes8385 3 ай бұрын

If the refresh take longer than a few second the automation will continue regardless. I've used the Wait action to get around this but is there a more robust way to make the automation way for the query to refresh?

@alexwells2231 Жыл бұрын

Is a there way to schedule a time when the flow runs automatically.

@youngforever6473 6 ай бұрын

This is what I need exactly

@jgclemenceau 3 ай бұрын

Thank you very interesting. However, wouldn't it be sufficient and simple to just: OPEN file ; WAIT ; SAVE File ; CLOSE File? (Save not even necessary if Autosave active, usually is as file is on Sharepoint i.e. OneDrive).

@KeyserTheRedBeard 2 жыл бұрын

nice video Enterprise DNA. I broke that thumbs up on your video. Maintain up the terrific work.

@EnterpriseDNA 2 жыл бұрын

Hi Keyser, glad that you appreciated our content! If you haven't yet, you can subscribe to our channel to see all our upcoming Power BI video tutorials and announcements. Cheers!

@KeyserTheRedBeard 2 жыл бұрын

@@EnterpriseDNA no problem at all. always happy to support my fellow content creators. i am looking forward to improving on my own current video format i have uploaded and, in the future, trying to create content as good as yours in the long term.

@CarlosLopez-eh6ml Жыл бұрын

If the refresh requires a password, how the step of typing a password can be added to the Flow?

@jgclemenceau 3 ай бұрын

My last remark is valid of course if the Query Property "Refresh All when opening the file" is activated

@ajayrathod7777 7 ай бұрын

Is this possible in power automate web?

@roomurray8822 7 ай бұрын

Is there anyway to bypass the MFA issues when they are in place when using PA.

@koltregaskes8385 3 ай бұрын

10:24 Is that a sync'ed verison of your SharePoint or a direct link?

@carlslate1825 2 жыл бұрын

This was extremely helpful! Now... if I can solve for how to automate our VPN connection (we use FortiClient) prior to opening the workbook.... I'll be set lol

@adriandsilva9250 2 жыл бұрын

Hi, is there a way in Power Automate to open up multiple Excel files in their own instance? Scenario is that there are multiple files to refresh the take 5 - 30 minutes. Is there a way to do that simultaneously. Right now I'm manually opening separate Excel instances & refreshing.

@gc21swim04 Жыл бұрын

You can do with vba code, do sync one drive in your pc . If you are interested i can send the vba code

@reysombi Жыл бұрын

And the last question, sorry about i AM new in power automate.. the flow run even if the pc is turn off? I need update the excel file even sundays

@jaydiependaal1431 Жыл бұрын

There must be a way to do this without the calculation power of your own computer. Is it possible on a remote desktop or azure virtual desktop?

@greg495969 Жыл бұрын

Hello, How to automate the launch of flows in PowerAutomat? I would like the streams to run at midnight everyday for example.

@wayneedmondson1065 2 жыл бұрын

Useful demonstration! Thanks!!

@rajarshisingh2547 2 жыл бұрын

Let's say the file which we opened; changes everyday with a filename as xyz.yyyy-mm-dd. Can the file opening be automatically taken as the very recent file which is present.

@EnterpriseDNA 2 жыл бұрын

Hi Rajarshi, Thank you for posting your query onto our channel. We really appreciate you taking your valuable time to post it. Well, just by opening the file it'll not consider it as a very recent file. After opening the file, you also got to save the file (as is showcased into the video) and close it. Once you save the file, then it's considered as a very recent file. For furthermore queries, you can also reach out to us onto our Community Forum where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference as well. Hoping you find this useful. Subscribe to our KZfaq channel so that you don't miss out on any updates pertaining to the Power BI. You can also join our Power BI group on LinkedIn to receive latest updates on Power BI. Below are the links provided for the reference purposes. Cheers, Enterprise DNA forum.enterprisedna.co/ kzfaq.info/love/y2rBgj4M1tzK-urTZ28zcA www.linkedin.com/groups/12004506/

@EmilPaje Жыл бұрын

Thank you..... You are the best...

@EnterpriseDNA Жыл бұрын

Hi Emil, glad that you appreciated our content! If you haven't yet, you can subscribe to our channel to see all our upcoming Power BI and Power Platform video tutorials and announcements. Cheers!

@1980prashanth Жыл бұрын

Hi, I have a an excel file with predefined sheets, i would like to delete if there are any other sheets added other than predefined sheets and then refresh. How do i define this?

@DeepakKashyap-fr3ek 5 ай бұрын

Wonderful, i have been looking for this.. But unfortunately UI element does not seems to work on excel i do not know why at the same it works anywhere else .. any idea why..?

@DeepakKashyap-fr3ek 2 ай бұрын

me wondering too why ....

@jobygeorgev06 10 ай бұрын

good job dear lot of thanks

@yurimedici378 Жыл бұрын

How can i do that headless? Does power automate desktop has that option?

@aydeediaz2307 Жыл бұрын

Hi! How can we paste the data from another excel and refresh when having multiple worksheets. Because everything is working in the same worksheet, even if I define them

@dev6296 Жыл бұрын

Thanks for the video how can i scheduled

@kentfidler5922 Жыл бұрын

How would you accomplish this using Power Automate Cloud.

@RobertoGonzalez-py9ui Жыл бұрын

I've been wondering the exact same thing, haven't found an answer :(

@skylight1order2008 Жыл бұрын

Hi !! How do you add a delay to that ? Cheers !!

@karbonita6464 2 жыл бұрын

Would it be possible to do the sane for all files in a OneDrive folder?

@EnterpriseDNA 2 жыл бұрын

Hello Kar Bonita, Thank You for question. We appreciate your time. Yes, it's possible to do this for all the files stored inside the OneDrive or SharePoint or any folder stored in the Desktop. Hoping you find this useful.🙂 Please make sure that you're subscribed to our KZfaq channel so you don't miss out any updates regarding Power BI. Along with it, you may also be interested to join our Power BI group on LinkedIn to receive latest updates. Links provided below for your reference. Happy Learning!!! Thanks and Warm Regards, Enterprise DNA forum.enterprisedna.co/ kzfaq.info/love/y2rBgj4M1tzK-urTZ28zcA www.linkedin.com/groups/12004506/

@anupajayakody458 Жыл бұрын

@@EnterpriseDNA Hi, How can we set the refresh for all files saved in a SharePoint folder (MS Teams folder)?? What option should we select to do this??

@SoNonWoo 2 жыл бұрын

Couldn't you skip the refresh step if "Refresh On File Open" is checked?

@jeann3684 2 жыл бұрын

Hi would like to check if we have multiple excel, is it possible to loop through all those excel and refresh?

@EnterpriseDNA 2 жыл бұрын

Hello Jeann, Thank you for question. We appreciate your time. Yes, you can loop through multiple excel files to run a flow and refresh them. You'll be required to adjust your flows accordingly. For more queries, you can also reach out to us through our Community Forum where our members as well as Experts Team will be able to assist you, in a better and efficient manner. I hope this helps.🙂 Please make sure that you're subscribed to our KZfaq channel so you don't miss out any updates regarding Power BI. Along with it, you may also be interested to join our Power BI group on LinkedIn to receive latest updates. Links provided below for your reference. Happy Learning!!! Thanks and Warm Regards, Enterprise DNA forum.enterprisedna.co/ kzfaq.info/love/y2rBgj4M1tzK-urTZ28zcA www.linkedin.com/groups/12004506/

@reysombi Жыл бұрын

Hello, this works also in power automate web?

@gabrielasanchezcruz9825 2 жыл бұрын

But when all this is gonna happen? I need to click run every time?

@Manojkumar27 2 жыл бұрын

Is there any workaround to Refresh an Excel file in share point with Power Automate (not desktop)? The excel file in sharepoint has data consolidating from other files from share point folders. Currently I'm using "Refresh data when opening the file". I have two issues 1. Others who receive the file by email also needs share point access. 2. Takes more time to load. Hope you can give a solution.

@peterpaul3120 Жыл бұрын

Hey Manoj..I have the exact same problem...were you able to find any solution for this

@Manojkumar27 Жыл бұрын

@@peterpaul3120 Not yet. As I mentioned above, right now I'm using the option "Refresh data when opening the file" in the Data connection. This solves my purpose but data loading takes time

@peterpaul3120 Жыл бұрын

@@Manojkumar27 exactly the loading creates delay so i have created a flow for that but for that also it needs a system..I was thinking of an option which doesn't require any human intervention and can be just scheduled

@gc21swim04 Жыл бұрын

Do sync in your pc and refresh with vba code

@MamawaniAdam_9664 10 ай бұрын

@@gc21swim04 hi can i know how to do that, i am currently facing the same problem.

@dev6296 Жыл бұрын

Please guide