Excel Get Data links breaking - excel

I made an excel workbook the pulls data from a comma separated value formatted .txt document.
The document is supposed to be updated automatically every month. This happens with a power automate script that scans my email and then saves the attachment into a SharePoint drive.
The document maintains the same name and format every month.
However, I am having an issue with the source link in excel getting broken after the document has been replaced.
Anyone know of a way to diagnose/repair this issue?
I am currently updating the link manually.

Your question is lacking debugging details. You didn't mention the data connector you are using. Make sure it's From SharePoint List and not the local copy of your SharePoint data.

Related

Create Excel metadata using VBA to filter in sharepoint

I am trying to use metadata from an Excel file to use for filtering in our sharepoint libraby.
The excel file already contains dropdown menus to pick certain values from, which are then used to create a very lengthy filename. However for our new sharepoint libraby I would like to move those to metadata, so it can be made visible in sharepoint columns and users can filter.
The file is a template that should be filled by users and when ready saved after choosing certain values.
The creation of the filename is done in VBA and therefore all values I want to use are available there.
I've tried a number of approaches I found in forums using e.g. customdocumentproperties and made it work...sometimes... While it worked in the beginning, I cannot make it work now.
It seems changing the metadata is a problem. Creating the metadata fields for the first time worked, but then changing it, did not. I have the feeling I do not understand some basics on this action. Microsoft websites are not of any help here...
What is the best - flawless - way to use VBA to create, add, change metadata in the excel-file that can be made visiblle in the sharepoint library? And are there any typical problems?

Can Access replace data information in an upload?

I have a project in Access where we are using tables that have the customers information. These tables were created by downloading as Excel from another site of ours and then uploading to the Access program.
The problem is that the information on our other site changes sometimes, and we really don't know what has changed on our existing information. When we append a new Excel download it will add customeraccountID's that are not on the table yet, but I need a way of finding out if there are any changes to the existing information.
I have tried an update query, but that makes forms that have a relationship to the customer information tables not show the detail section. From what I have researched, this is possibly due to the update query making the updated table read only.
I have taken an made a query that gives me a list of all the duplicates between the newly downloaded Excel and the existing table, but now I need some way to find if there is any changes. There are 60 columns where there could be changes.
We are not against manually updated our tables if we can find a way of finding out what has changed.
I have considered downloading the duplicates report to excel and running a formula using exact(a2:a61,b2:b61), but then I would have to copy that formula to every other row through thousands of rows. I have no preference to whether we find the changes by Excel or Access.
The best way would be to have Access replace the information when appending the new information, not just drop the duplicates. Which would mean having Access replace the existing data when appending. Is that possible or can a report be created that shows where the information differs?

Excel 2010 Macro to do the same task again and again

I need to send Sales Report to my colleagues on the end of every week and I pull the same details from SAP (Stockwarehouse Russia). My question is, everytime I need to do the same steps again and again in Excel i.e. editing and deleting the same columns, applying filters, assigning the right description for the exact same fields, Movement Type etc. And it becomes very monotonous and pathetically time consuming.
So is there a way where I can record the steps I performed and store is somewhere on the HDD so that next time I can simply open Excel, run the program and report would be generated automatically?
What you will need to do is record a Macro
http://office.microsoft.com/en-gb/excel-help/create-or-delete-a-macro-HP010342374.aspx
http://www.dummies.com/how-to/content/how-to-record-a-macro-to-automate-tasks-in-excel-2.html
First 2 links in a Google search...
If you are using Excel 2013. I would higly recommend to use Microsoft Power Query AddIn (PQ). With PQ you can easily connect to SAP, than create some transformation with your data and save this as a "script". WHenever you open this worksheet you will have a fresh data. The adventage is that you don't need to use any piece of code and you can save your operation in few minutes.
Later if you will want to automate this operation you can write simple script (avaliable on the net) to refresh the worksheet and just add the code to send somewhere or if you have a SharePoint you can easily share with your worksheet with Power Query script into the SharePoint and everybody should have acces to your transormed data.
Please check: http://www.microsoft.com/en-us/powerBI/SAP.aspx#fbid=OjGdeZslbeu

transferring data from an excel spreadsheet to an access table regularly

I have created a continually updating excel table, with stocks information.
The information changes each time i press refresh in excel.
I plan to use this information in access, however i don't know how to ensure the data in an access table is always the same as in excel.
How do i update the access table to hold the same data as the excel table currently has?
i am a very inexperienced programmer, so apologies.
do i have to save the excel document as an array ?
I have tried copying and pasting a new table each time i need it updated, but this is obviously hugely inefficient.
High regards!
The short answer is that yes it can be done, and automatically. The following very good link from Microsoft shows you have to do this.
Move data from Excel to access
There's no "short answer" but as stated in the article "Connection information is stored in the workbook and can also be stored in a connection file, such as an Office Data Connection (ODC) file (.odc file name extension) or a Data Source Name file (.dsn extension)."
So what you want to do is setup that connection based on the information provided in that link and subsequent links. Good luck!

In Excel, how to download documents from embedded links and save them all locally

I have an excel spread sheet containing links to various MS word and PDF documents held on our Sharepoint site. These links are in one column.
I am extracting the data from Sharepoint to burn to DVD.
What is the easiest way of downloading each document locally, collecting them together and changing the link in excel to point at the local file? The changed excel sheet and a folder of documents could then be burned to DVD. The excel sheet becoming something like and index for the documents.
The hardest part of the macro is to
download the file from Sharepoint.
Depending on the MOSS architecture
and version, it should react
differently. Thus, you may try what
is described here :
http://forums.devx.com/showthread.php?threadid=163915
Then, you just have to create
hyperlinks to the path of the file
you have just downloaded, really well
described here :
http://www.ozgrid.com/VBA/hyperlink-list.htm
Please feel free to post the first part of your work or further questions on the macro.

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