In this week’s tutorial, we’re addressing a common issue many Excel users face: importing the most recent file from a SharePoint folder using Power Query. This video stems from a real client query, highlighting its relevance to many users.
The Challenge
A client needed to import data from a CSV file stored in a SharePoint folder into Excel. This CSV file, uploaded weekly, required manual updates to the Query’s Source step each time a new file was added. This repetitive task led to the question: “Can Power Query automatically use the most recent file in a SharePoint folder?”
The Solution
The answer is a resounding yes! In this video, I’ll guide you through the steps to configure Power Query to automatically import data from the latest file in your SharePoint folder. Whether your file is a CSV, Excel, PDF, or any other format supported by Power Query, this method will save you time and effort.
Key Takeaways
- Automate Your Data Import: No more manual updates. Learn to set your Query to automatically select the latest file.
- Power Query Flexibility: This method works with various file types, not just CSVs.
- Step-by-Step Guide: Follow along with the video to master this useful Power Query technique.
By the end of this tutorial, you’ll have a powerful tool to streamline your data import process, ensuring you’re always working with the most up-to-date information without the hassle of manual adjustments.