Hi Mike, thank you for this video, very helpful! What is the best practice for saving old data transferred to Excel (before you update with new week’s data)? Just copy and paste to a new worksheet or is there a better way?
@annakorbacz2873 In the scenario of the video each week has its own CSV in SharePoint so if you do update the Excel file and replace last week's data with this week's, you still have the CSV files to go back to. But if you want to keep a copy of last week's data in the Excel file, yes copy and paste to a new worksheet
I don't want to waste anyone's time so before watching the video check that your version of Excel has From SharePoint Folder on the Get Data menu
Thanks - do you know how I can find out which versions have this feature please?
I believe you need Microsoft 365 Apps for Enterprise (E3/E5)
Morning Mike as always, very useful information 🐼🐼👍
Thanks Mike 😊
Nice explanation. Thanks. I suggest you make your fonts bigger so people with smaller screens can see better.
Thanks for the feedback :-)
Hi Mike, thank you for this video, very helpful! What is the best practice for saving old data transferred to Excel (before you update with new week’s data)? Just copy and paste to a new worksheet or is there a better way?
@MikeThomas67
@annakorbacz2873 In the scenario of the video each week has its own CSV in SharePoint so if you do update the Excel file and replace last week's data with this week's, you still have the CSV files to go back to. But if you want to keep a copy of last week's data in the Excel file, yes copy and paste to a new worksheet
Thank you!
Hi Mike. Does this update a newer file, but only the contents have changed (monthly stock updates) Sold, Bought, & revised Book costs.
One problem, not all versions of Excel have Sharepoint Folder as an option in the Get Data list.
Agreed. Thanks for the reminder!