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

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For today’s tutorial, Jarrett is going to demonstrate how you can create a Power Automate Desktop flow using an Excel file in Sharepoint.
**** Video Details ****
00:00 Introduction
00:39 The goal
01:51 Creating a new flow
02:57 Opening Excel in Sharepoint
05:58 Running the flow
06:27 UI automation
09:35 Test run
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Опубликовано:

5 авг 2024

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Комментарии : 84

@wayneedmondson1065 2 года назад

Useful demonstration! Thanks!!

@dedyhermawan637 10 дней назад

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

@cbrook24 2 года назад

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

@EnterpriseDNA 2 года назад

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!

@Educasag 2 месяца назад

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

@jobygeorgev06 9 месяцев назад

good job dear lot of thanks

@PradeepKumar-mh5ht Год назад

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

@EnterpriseDNA Год назад

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!

@MohanYGK Год назад

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.

@EmilPaje Год назад

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

@EnterpriseDNA Год назад

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!

@purple_powder 2 года назад

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 года назад

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

@oluwadolapobifarin105 2 года назад

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

@nczioox1116 2 года назад

@@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 года назад

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

@Abdullah-rv2oi Год назад

Hi, Did you find a way to do that ?

@dev6296 Год назад

Thanks for the video how can i scheduled

@ValoKicks0404 2 месяца назад

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 :)

@KeyserTheRedBeard 2 года назад

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

@EnterpriseDNA 2 года назад

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 года назад

@@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.

@1980prashanth Год назад

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?

@aydeediaz2307 Год назад

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

@greg495969 Год назад

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

@skylight1order2008 Год назад

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

@roomurray8822 6 месяцев назад

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

@hazel-hanavu3824 Год назад

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 Год назад

How do you do this?

@reysombi Год назад

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

@RichardOliver 2 года назад

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 года назад

i have the same question, thank you for your support

@annetra3724 2 года назад

i couldn't.

@tko86 2 года назад

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.

@johnbrophy-jk6nv 2 месяца назад

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

@carlslate1825 2 года назад

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

@koltregaskes8385 2 месяца назад

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?

@brijendraydv 2 года назад

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 года назад

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!

@yurimedici378 Год назад

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

@jaydiependaal1431 Год назад

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?

@adi0rban Месяц назад

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 28 дней назад

@reysombi Год назад

Hello, this works also in power automate web?

@ajayrathod7777 7 месяцев назад

Is this possible in power automate web?

@koltregaskes8385 2 месяца назад

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

@jgclemenceau 2 месяца назад

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).

@CarlosLopez-eh6ml Год назад

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

@jgclemenceau 2 месяца назад

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

@jeann3684 2 года назад

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

@EnterpriseDNA 2 года назад

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 RU-vid 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/ ru-vid.com/show-UCy2rBgj4M1tzK-urTZ28zcA www.linkedin.com/groups/12004506/

@adriandsilva9250 2 года назад

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 Год назад

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

@rajarshisingh2547 2 года назад

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 года назад

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 RU-vid 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/ ru-vid.com/show-UCy2rBgj4M1tzK-urTZ28zcA www.linkedin.com/groups/12004506/

@DeepakKashyap-fr3ek 4 месяца назад

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 Месяц назад

me wondering too why ....

@delsazm 2 года назад

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 года назад

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 RU-vid 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/ ru-vid.com/show-UCy2rBgj4M1tzK-urTZ28zcA www.linkedin.com/groups/12004506/

@meliudaj 2 года назад

@@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.

@alexwells2231 Год назад

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

@youngforever6473 6 месяцев назад

This is what I need exactly

@karbonita6464 2 года назад

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

@EnterpriseDNA 2 года назад

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 RU-vid 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/ ru-vid.com/show-UCy2rBgj4M1tzK-urTZ28zcA www.linkedin.com/groups/12004506/

@anupajayakody458 Год назад

@@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 Год назад

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

@kentfidler5922 Год назад

How would you accomplish this using Power Automate Cloud.

@RobertoGonzalez-py9ui Год назад

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

@gabrielasanchezcruz9825 Год назад

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

@Manojkumar27 Год назад

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 Год назад

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

@Manojkumar27 Год назад

@@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 Год назад

@@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 Год назад

Do sync in your pc and refresh with vba code