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I'm experimenting here so please bear with me or offer some direction/starter for ten.

We have SharePoint, Excel Online. I had an XLS on my desktop with a data connection out to CSV file to load a table, nothing to special but works a dream when the CSV was updated and the refresh done.

If I want to do something like this on SharePoint, so if I use XLS online a can not see anywhere under Data to create the Data Connection, what's missing?

Ideally I want the XLS online to be able to connect to a CSV elsewhere (on SharePoint or our Network) - what do I need to look into to make this work?

Gary Williams
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  • Sorry but just to clarify, you want to load an Excel workbook from a CSV file and all of this sits on SharePoint, is that right? – Skin Apr 01 '22 at 23:51
  • It can do yes or somewhere else on our network, Let's say for arguments sake that will be SharePoint. However with Excel online I can not add a data connection. – Gary Williams Apr 04 '22 at 08:29
  • You don’t need to, that’s what PowerAutomate/LogicApps is for. Connecting to on prem networks takes a lot more effort so put your CSV on SharePoint and then use LA/PA to get the data and load it to the workbook using built in actions or office scripts. – Skin Apr 04 '22 at 10:33
  • Thanks for the starter for ten on that, I've never used them so will take a look. – Gary Williams Apr 05 '22 at 11:21
  • No worries man, good luck. We're all here to help if you get really stuck. – Skin Apr 05 '22 at 11:36

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