The best way to connect to a SharePoint Folder to speed up your Excel and Power BI data refresh

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  • Опубликовано: 17 ноя 2024

Комментарии • 658

  • @Fonzyrr
    @Fonzyrr 2 года назад +133

    This video is a genuine service to humanity

    • @AccessAnalytic
      @AccessAnalytic  2 года назад +2

      😂 - made me smile - thanks!

    • @robm1010
      @robm1010 Год назад +1

      I agree 1000%. This video is gold and is something I never want to lose.

    • @AccessAnalytic
      @AccessAnalytic  Год назад

      Thank you 😀

    • @Fonzyrr
      @Fonzyrr Год назад

      @Access Analytic question, have you ever set up a "SharePoint" Server? Meaning you have a SharePoint dedicated to running queries that are aggregating from forms you created for your company on another SharePoint site. You can then query to this "SharePoint Server" site to get reports from?

    • @arisaleh1980
      @arisaleh1980 Год назад +1

      I am just speechless. What an unbelivably timesaving workaround.

  • @jamieashton660
    @jamieashton660 8 месяцев назад +25

    To be honest this video has just paid for my year's RUclips subscription. Can you imagine what the world would be like if every video was this informative. I had practically given up on trying to get files out of Shitepoint until now.

    • @AccessAnalytic
      @AccessAnalytic  8 месяцев назад +1

      Very kind, I appreciate you taking the time to let me know you found it useful

  • @juanramon8652
    @juanramon8652 5 месяцев назад +10

    Even in 2024 this Video still makes me say : you are the Master !!!

  • @joaovaltergirardi9709
    @joaovaltergirardi9709 Год назад +8

    You are the only person who came with a decent solution that really works. Thanks!

  • @BhekiCelesaved
    @BhekiCelesaved Месяц назад +2

    Genius, Genius, Genius. I almost abandoned my project because of this frustration. Thank you

    • @AccessAnalytic
      @AccessAnalytic  Месяц назад

      You’re very welcome. Thanks for letting me know

  • @bjrnkrogh9768
    @bjrnkrogh9768 Год назад +2

    Holy c... - the speed on this solution is Amazing !!!! Instead of 5 minutes - I'm getting data in 30 seconds - Thank you very much !!!!!

    • @AccessAnalytic
      @AccessAnalytic  Год назад

      You’re very welcome and thanks for confirming the speed gains

  • @KonstantinAushev
    @KonstantinAushev 9 месяцев назад +2

    Finally! It was so hard to find such elegant solution to the problem of slow working with SPO folders...

  • @ChrisSmithFW
    @ChrisSmithFW 3 месяца назад +3

    Love the column size and contents hack! I've been scrolling all along. So glad I stopped down on this. Thanks so much.

    • @AccessAnalytic
      @AccessAnalytic  3 месяца назад +1

      You’re welcome. I appreciate you taking the time to let me know you found it useful

  • @Matheus-tr9jf
    @Matheus-tr9jf Год назад +1

    Really, thanks for sharing your knowledge. You saved my day here. Was trying for 2 hours how to link it. The Power BI/EXCEL in app information is horrible for this. This video/tutorial deserves an OSCAR.

  • @datoalavista581
    @datoalavista581 19 дней назад +1

    I was moved to No Code / Low Code world . Thank you so much for video.

  • @Earth-360
    @Earth-360 2 месяца назад

    Absolutely legend! Humanity rely on you. Lot of top you tubers got wrong here. You saving us. Bless you my friend. 🙏

  • @jimbeverley
    @jimbeverley Год назад +2

    What an awesome hack! I can't believe Microsoft hasn't already baked the SharePoint.Contents functionality into their PQ menus. Thank you!!!

    • @AccessAnalytic
      @AccessAnalytic  Год назад

      You’re welcome. I appreciate you taking the time to let me know you found it useful

  • @paser2
    @paser2 Год назад +2

    Absolutely brilliant! Thank you so much. Finding subfolders in SP has been a killer for me until now. Much appreciated.

    • @AccessAnalytic
      @AccessAnalytic  Год назад

      You’re welcome. I appreciate you taking the time to let me know you found it useful

  • @neilthackeray181
    @neilthackeray181 Год назад +4

    MY GOD!!! Amazing! spent ages getting errors using other methods, love the simple exceptionally clear step by step presentation - Thank you!

    • @AccessAnalytic
      @AccessAnalytic  Год назад +1

      You’re welcome Neil. Glad it helped and thanks for taking the time to leave a kind comment

  • @marcoslopez9997
    @marcoslopez9997 4 месяца назад +2

    How can I like this video many more times? Thank you for it!

  • @markporiss4411
    @markporiss4411 9 месяцев назад +1

    Omg, finally found this! Agree, this is a genuine service to humanity

  • @davidfamilydoctor9430
    @davidfamilydoctor9430 Год назад

    "Move to beginning" - Such a time saver

  • @chinedumjoseph9875
    @chinedumjoseph9875 2 года назад +5

    You have saved my life! I wish I could give you a million likes. Thanks a lot for your clear and detailed explanation. Well done!

    • @AccessAnalytic
      @AccessAnalytic  2 года назад

      Glad to help Chinedum, thanks for taking the time to let me know it helped you. Hopefully you’ll let others know about this channel 😀

  • @user-gd2bd7gh5o
    @user-gd2bd7gh5o 6 месяцев назад +1

    Thank you for posting a better/quicker way to connect to sharepoint folder! It worked very well for me!

  • @Danny-Do-It
    @Danny-Do-It Месяц назад +1

    This video is excellent - the way you explain things is perfectly digestible, helped me alot!

    • @AccessAnalytic
      @AccessAnalytic  Месяц назад

      You’re welcome. Thanks for taking the time to leave a kind comment

  • @djaurit
    @djaurit 8 месяцев назад +2

    Agree with so many other comments! Thank you for sharing your knowledge in such a clear way! Many thanks!

    • @AccessAnalytic
      @AccessAnalytic  8 месяцев назад

      You’re very welcome. Thanks for taking the time to leave a kind comment

  • @felipesignorellireis7839
    @felipesignorellireis7839 Год назад +1

    Save my life. First time using sharepoint folder.

  • @superlils100
    @superlils100 Год назад +1

    I've been trying to solve performance issues for a week!! I'd LOVE this video if I could

    • @AccessAnalytic
      @AccessAnalytic  Год назад

      Glad to help, thanks for taking the time to leave a kind comment

  • @tigere3528
    @tigere3528 2 года назад +1

    Man!! Lifesaver - I was using previous method - in our company we have a preservation hold folder that is bloated, so it was taking forever to load a file from one of the other folders because it has to first load all data from the other folders before I can filter for what I want

  • @gautamkulkarni7049
    @gautamkulkarni7049 2 месяца назад +1

    The solution is super elegant. Thank you so much !!!

    • @AccessAnalytic
      @AccessAnalytic  2 месяца назад

      You're welcome. Thanks for taking the time to comment.

  • @steveh8204
    @steveh8204 4 дня назад +1

    Everything I was looking for and more, great video. Thanks!

  • @seanwood
    @seanwood 2 года назад +1

    This is EXTREMELY helpful. Thanks very much for making this video.

    • @AccessAnalytic
      @AccessAnalytic  2 года назад

      No worries. Thanks for taking the time to leave a kind comment Sean

  • @Girhofamily
    @Girhofamily Год назад +1

    Thanks for solving puzzles for me. Love you man. You are great 👍

  • @alexkim7270
    @alexkim7270 2 года назад +5

    Wow. This is a neat workaround. Thanks for sharing this! I would generally avoid this method because the "drill down" isn't expanded and my worry is it isn't shown in Applied Steps. I guess by breaking them like what you showed here does the trick! So now whenever the folder path changes in future, I can go to that step and edit!

    • @AccessAnalytic
      @AccessAnalytic  2 года назад

      Absolutely Alex, I used to feel the same way

  • @agnieszkabartoszewicz7163
    @agnieszkabartoszewicz7163 4 месяца назад

    Thank you! That was exactly what I was looking for! Finally I managed to connect with my subfolder on the Sharepoint.

    • @AccessAnalytic
      @AccessAnalytic  4 месяца назад

      Great! I appreciate you taking the time to let me know you found it useful

  • @julie_chen
    @julie_chen 2 года назад +1

    Thank you. I have used your teaching from this video today.

    • @AccessAnalytic
      @AccessAnalytic  2 года назад

      Thanks for taking the time to let me know it helped Julie

  • @twiggyinc1
    @twiggyinc1 Год назад +1

    I wish I could give a x100 thumbs up. So useful for my job. Thanks

  • @Qhuy02
    @Qhuy02 Год назад +1

    Thank you so much sir, this video help me a lot in my job. I didn't know what to do with SharePoint folder when my boos asked.

    • @AccessAnalytic
      @AccessAnalytic  Год назад +1

      You are welcome. I appreciate you taking the time to let me know you found it useful

  • @nickvanmaele8059
    @nickvanmaele8059 2 года назад +6

    Hi Wynn. The SharePoint.Contents( ) approach works really well. For private channels in Teams, at first sight it looks as if SharePoint.Contents( ) does not return the private channel. That is because a private channel actually has a different SharePoint URL, so the first step Source will have to point to another URL.

  • @nickvanmaele8059
    @nickvanmaele8059 2 года назад +1

    Great video, and nifty workarounds. Thanks for sharing!

  • @Girhofamily
    @Girhofamily Год назад +1

    Best video I found so far on RUclips

  • @yordanosadigo
    @yordanosadigo Год назад +1

    I LOVE YOUR LESSONS ..PRACTICAL

  • @julianmitchell3914
    @julianmitchell3914 Год назад +2

    Excellent video and clearly explained. Thank you

    • @AccessAnalytic
      @AccessAnalytic  Год назад

      You’re welcome. Thanks for taking the time to leave a kind comment

  • @rick_.
    @rick_. 2 года назад +1

    I always learn something new from your videos!

  • @TheMetaModel
    @TheMetaModel Год назад +1

    Thank you, thank you, thank you for making this video, so incredibly helpful!

  • @CHRISTOPHERMAJKA-d3x
    @CHRISTOPHERMAJKA-d3x Год назад +1

    Love the column width hack!

    • @AccessAnalytic
      @AccessAnalytic  Год назад

      Thanks, it turns out you can just double click on the edge !!

  • @idafisker6645
    @idafisker6645 Год назад +1

    This video helped me save many hours of waiting! Thanks!

    • @AccessAnalytic
      @AccessAnalytic  Год назад

      You’re welcome Ida. Thanks for letting me know it helped

  • @beabeeeee
    @beabeeeee 2 года назад +1

    I just want to say that your video has helped me. thank you

    • @AccessAnalytic
      @AccessAnalytic  2 года назад +1

      Thanks for taking the time to leave a kind comment Bea

  • @月真花子
    @月真花子 10 месяцев назад +1

    Thank you so much for the detailed tutorial! Your explanation makes it easy to understand!

  • @Honest-Guy
    @Honest-Guy 2 месяца назад +1

    This video save my time and money. Many Thanks!

  • @scottrels8251
    @scottrels8251 Год назад +1

    well presented, clear and knowledgeable tutorial

  • @joshuabradshaw1647
    @joshuabradshaw1647 Год назад +1

    Second time this has saved me at work. Thank you, Sir!!

  • @wayneedmondson1065
    @wayneedmondson1065 2 года назад +1

    Thanks Wyn! Always useful and interesting tips. Thumbs up!!

  • @susanstevenson7511
    @susanstevenson7511 Месяц назад +1

    This is exactly what I needed! Thank you!!

  • @monicacisneros327
    @monicacisneros327 6 месяцев назад +1

    It was easy to follow. I feel successful after doing this.

  • @frankwestphal2883
    @frankwestphal2883 2 года назад +1

    Thanks for sharing. You made my day. With standard method it is a pain if a SharePoint has 10000s of files....

  • @DanBrill
    @DanBrill 2 года назад +1

    Awesome way to do it. Thanks so much for sharing it. This will be a great way for our team to share data easily.

  • @agoes9983
    @agoes9983 Год назад +1

    Great..., this is what i'm looking for, Thank you

  • @anmolarora5193
    @anmolarora5193 2 месяца назад +1

    Thankyou so much , you saved countless hours!!!!!

    • @AccessAnalytic
      @AccessAnalytic  2 месяца назад

      Great to hear! Thanks for taking the time to let me know

  • @JuanIArana
    @JuanIArana 2 года назад +1

    Thanks for sharing Wyn. Very useful content in this vídeo!

  • @nhuluong4005
    @nhuluong4005 Год назад +1

    your video helps me save a lot of time.... thank you so much

  • @xjuliussx
    @xjuliussx Год назад +1

    Great video, put's light in a very complicated mechanism to access excel files. once again this proves how bad this non-feature was implemented from PowerBI point of view. The casual player will never figure out this. It has no explanation why power bi developers and sharepoint developers didn't manage to find a simple and easy way to access each specific folder !

    • @AccessAnalytic
      @AccessAnalytic  Год назад

      Agreed. In the next 6 months I expect to see the dataflow UI hit power bi desktop and that has a better connector experience

  • @paulskelton8799
    @paulskelton8799 7 месяцев назад +1

    Thank you so much for sharing this took some finding and several other methods are not so effective

  • @bradfry6396
    @bradfry6396 2 года назад +1

    Excellent Wyn, I’ll be using this for sure 👍

  • @EdSongoku
    @EdSongoku 2 года назад +1

    Great video! You explained this to me in comments of another video of yours not too long ago, saved my life 😁

    • @AccessAnalytic
      @AccessAnalytic  2 года назад +1

      Glad to have helped Eddie. I’ve had similar questions multiple times recently so it was overdue for a video 😀

  • @zzota
    @zzota 2 года назад +1

    Very useful. I'll be updating my steps tomorrow 😄

    • @AccessAnalytic
      @AccessAnalytic  2 года назад

      That’s great to know, thanks for commenting! 😀

  • @andrewmackenzie2638
    @andrewmackenzie2638 Год назад +1

    This is so much cleaner than my "filter 'ends with'" hack
    Also seems to load waaaay faster, which is my biggest gripe with PowerX and SharePoint

    • @AccessAnalytic
      @AccessAnalytic  Год назад

      Yes, definitely quicker as t doesn't have to navigate all that meta-data

  • @Fanguard-199
    @Fanguard-199 Год назад +1

    Very useful video. Thanks a lot Sir!

  • @imranisshack9828
    @imranisshack9828 Месяц назад

    Wow. This vidoe just transformed by process in a significant want, because my files are too large to have in a folder on my desktop. So i store my files in SharePoint and connect to folders to dynamically load the data

    • @AccessAnalytic
      @AccessAnalytic  Месяц назад

      Thanks for taking the time to let me know it was useful

  • @syedabu7685
    @syedabu7685 Год назад +1

    Awesome contribution. you saved my tons of hours. Thank you soo much

    • @AccessAnalytic
      @AccessAnalytic  Год назад

      I appreciate you taking the time to let me know you found it useful

  • @AmritaOSullivan
    @AmritaOSullivan 2 года назад +1

    This is brilliant. And explained so logically!!!

    • @AccessAnalytic
      @AccessAnalytic  2 года назад

      Thanks for taking the time to leave a kind comment Amrita

  • @TheWeteyezz
    @TheWeteyezz 2 года назад +1

    Freaking Awesome! Thank you. As a beginner this is extremely helpful

  • @dganalysis
    @dganalysis Год назад +1

    Great video - well paced explanation.

  • @balrajvirdee1087
    @balrajvirdee1087 Год назад +1

    Brilliant, just brilliant thanks so much 👍🏽👍🏽

  • @IanDangerfield
    @IanDangerfield Год назад +1

    Bless you sir saved me a lot of headache

  • @shahgul78
    @shahgul78 Год назад +1

    Very helpful! Can you explain how to combine Source and Navigation in one step and add to parameter as source

    • @AccessAnalytic
      @AccessAnalytic  Год назад

      Thanks, you’d need to go into the advanced editor for that and combine the 2 steps into 1 and replace the path with a word like SourcePath, then create a parameter ( via parameter button ) called SourcePath

  • @cristian.angyal
    @cristian.angyal 2 года назад +1

    Great video! Learned something new! Thank you!

  • @thuytamdang3390
    @thuytamdang3390 2 года назад +1

    Thank a lot for sharing. extremely useful content.

  • @okmr7706
    @okmr7706 5 месяцев назад +1

    Very good video, helped me on import data from Excel and csv files hosted on Sharepoint folder. Appreciate it very much.
    However, this video is misleading to me as the formats of my Excel and csv files are different so do need to be consolidated.
    So I suggest you change the title to add "consolidate" in it as quite some contents in this video is about "consolid" your 3 excel files.
    Again, thank you for your video, expecially the tricks in it.

    • @AccessAnalytic
      @AccessAnalytic  5 месяцев назад +1

      If you’re connecting to individual files I’d recommend ruclips.net/video/vPV67RLGoOg/видео.htmlsi=whWP7aSIWmeKw_4x

  • @elyseweldon8582
    @elyseweldon8582 2 года назад +1

    This was incredibly helpful, thank you so much!

    • @AccessAnalytic
      @AccessAnalytic  2 года назад

      Glad to help Elyse, thanks for taking the time to let me know it was useful

  • @JudgeYuri
    @JudgeYuri 2 года назад +2

    Thank you so much, this has been bothering me for such a long time. I don't understand why MS does not just allow you to connect to the subfolder directly instead of only allowing you to conect to the main Sharepoint site.

    • @AccessAnalytic
      @AccessAnalytic  2 года назад

      You're welcome, hopefully they'll improve it soon

  • @BhaskarGorthi
    @BhaskarGorthi Месяц назад +1

    Thanks for the video. It's informative and usefull.

    • @AccessAnalytic
      @AccessAnalytic  Месяц назад

      I appreciate you taking the time to let me know you found it useful

  • @pranjalagrawal4167
    @pranjalagrawal4167 5 месяцев назад +1

    Worked like a charm. Thank you sir.

    • @AccessAnalytic
      @AccessAnalytic  5 месяцев назад

      I appreciate you taking the time to let me know you found it useful

  • @stevevuoso8411
    @stevevuoso8411 2 года назад +1

    Amazing stuff! Thank you.

  • @dbalmo
    @dbalmo 2 года назад +1

    Excelent! Clear and concise!

  • @Milhouse77BS
    @Milhouse77BS 2 года назад +1

    At least 3 good tips here I didn’t know,

    • @AccessAnalytic
      @AccessAnalytic  2 года назад

      Glad to help out Donald. The breaking out of the navigation step was something I came across accidentally a few months ago. Really handy in when referencing dataflows too.

  • @tomdarling-fernley3178
    @tomdarling-fernley3178 Год назад +1

    This is excellent. Thank you so much!

  • @Belakavadi
    @Belakavadi Год назад +1

    Awesome trick. You saved my day.

  • @toppanam611
    @toppanam611 2 года назад +2

    Thanks for the wonderful tips. Could you also show how to get all the data if the Excel files contain multiple worksheets? Thanks

    • @AccessAnalytic
      @AccessAnalytic  2 года назад +1

      Consolidating multiple sheets from one file is here : ruclips.net/video/cPN24NK3_68/видео.html
      Consolidating multiple sheets from multiple files is tricky. Likely multiple “ from folder “ queries or the use of custom functions

    • @toppanam611
      @toppanam611 2 года назад +1

      @@AccessAnalytic Thanks for the quick reply and appreciated the info.

    • @AccessAnalytic
      @AccessAnalytic  2 года назад

      No worries

  • @chyntiaoktavia7158
    @chyntiaoktavia7158 Год назад +1

    thank you so much!!! I wish you get good & blessing karma because of your very useful knowledge!!

  • @danieviljoen5911
    @danieviljoen5911 Год назад +1

    Cool, liked this one. Helped me a lot

  • @Oprimaita
    @Oprimaita 2 месяца назад +1

    Such a good tutorial ! Thanks a lot !

    • @AccessAnalytic
      @AccessAnalytic  2 месяца назад

      You’re welcome. I appreciate you taking the time to let me know you found it useful

  • @bhuvandesai1
    @bhuvandesai1 Год назад +1

    Thanks for nice and simple way of explaining it. How can I dynamically pass SharePoint Link and Folder as a parameters so that we do not end-up rebuilding query every year or if same wants to use by multiple department but map with different SharePoint Site and Folder

    • @AccessAnalytic
      @AccessAnalytic  Год назад

      Technically you can add a Parameters in Power Query (there's a button and wizard to create a parameter) then just replace the hard coded paths with the folder names. The difficulty with the SharePoint.Contents approach is there is an unknown number of folders to drill through so that will be a problem.

  • @hungrykiwi38
    @hungrykiwi38 Год назад +1

    Great help, thanks a lot!

  • @Brooklyn-NYLatina
    @Brooklyn-NYLatina Год назад +1

    This is a great video! Exactly what I was trying to do. Question if I delete data on my PBI will it remove it from the sharepoint file?

    • @AccessAnalytic
      @AccessAnalytic  Год назад +1

      Thanks. Power BI is read-only so filtering out any data in Power Query will have no impact on your SharePoint files

    • @Brooklyn-NYLatina
      @Brooklyn-NYLatina Год назад

      One of the spreadsheets had a table under the other. Now, in PBI I have two different data in one query. Can I remove half of the table into a new query, and would it keep its connection?

    • @AccessAnalytic
      @AccessAnalytic  Год назад +1

      Difficult to answer without going into more detail but you can right-click reference a query and build other queries off it.

  • @johnrussell8524
    @johnrussell8524 2 года назад +1

    Thanks for this it will save me so much time! If the resulting file is to be shared by a group of people (within the same organization) do they all have to do the 'sign in' step? It seems unnecessary and inconvenient since they can already access the documents in sharepoint. Is there no way around it?

    • @AccessAnalytic
      @AccessAnalytic  2 года назад

      No worries John. Yes they all have to sign in, I know what you mean though.

  • @justinwduff
    @justinwduff Год назад +1

    Game changer. Thank you so much!!!

  • @YounessElkhaddar
    @YounessElkhaddar 4 месяца назад +1

    Thank you so much tha was so helpful i solve my problem , love you man

  • @Mogiron10
    @Mogiron10 11 месяцев назад +1

    Wow!!! This is Awesome! Your going to save me hours now!

    • @AccessAnalytic
      @AccessAnalytic  11 месяцев назад

      Excellent. I appreciate you taking the time to let me know you found it useful

  • @anuragsunilkumar5043
    @anuragsunilkumar5043 23 дня назад +1

    Hi, great video. What do we do when we have multiple sheets ?

    • @AccessAnalytic
      @AccessAnalytic  23 дня назад

      This video from Mynda might help
      ruclips.net/video/sLW3NbeGDy8/видео.htmlsi=706iHhbc3WJ1IiBf

  • @mounahamtine6945
    @mounahamtine6945 Год назад +1

    Incredible, thank you so much!!!!

  • @bibhutisen3197
    @bibhutisen3197 Год назад +1

    Great video ❤. Thank you.

  • @aliceliger1007
    @aliceliger1007 6 месяцев назад +1

    Thanks a lot for all your videos, incredibly clear and helpfull !
    I was wondering, if I need to import only one or two files on a sharepoint, should I use preferably this connection to the sharepoint folder method or the simple web connection to the file directly? which one is the more efficient? thanks:)

    • @AccessAnalytic
      @AccessAnalytic  6 месяцев назад +1

      You’re welcome. Use from web when connecting to 1 file.

  • @AllendePerez
    @AllendePerez 8 месяцев назад +1

    you are now my hero! Thank you

  • @helenloft8484
    @helenloft8484 Год назад +1

    Thank You!!!!! This is so helpful