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Anonymous
Not applicable

Auto Refresh an Excel File that has Power Query Source in SQL Server Database on Remote Server- and then send the file via Outlook

Please suggest the flow automation for these steps:-

Steps

1) Open excel file (on 10th of every month currently) that resides on my desktop (i can move that to remote desktop if suggested)

2) Refresh Power Query connection in the excel file by selecting "Refresh All"- the query source is in Remote Server

3) Save & close the file

4) Send the file as an email attachment to a user of the report

Thanks, GG

 

 

 

8 REPLIES 8
v-bacao-msft
Community Support
Community Support

 

Hi @Anonymous ,

 

Please refer to the following link to get more details about Excel online connector:

Excel Online (Business) - Connectors | Microsoft Docs

 

I am afraid that relying on the existing functions of Power Automate cannot achieve such a requirement.

 

Best Regards,

Community Support Team _ Barry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Anonymous
Not applicable

@ChristianAbata., @Jcook , @abm 

Can any of you please help me in this?

Anonymous
Not applicable

Hi @Anonymous were you able to achieve this with Power Automate? I am trying to do something similar. 

RonLar
Advocate V
Advocate V

I know this post is a little old, but I found it looking to do the same thing.  I decided to try myself using Power Automate Desktop. 

It was pretty straightforward since it has native functionality to launch Excel, interact, then save and close the file.  Here is my 4-step flow: 

RonLar_0-1646425897498.png

Note that I am using Ctrl + Alt + F5 to manually refresh rather than depend on the auto refresh.

 

There are other error handling and monitoring steps that could be added but this "bare bones" flow will do the trick.

 

Cheers,

-Ron

takolota
Multi Super User
Multi Super User

I don’t yet see a way to refresh a Power Query table without Power Automate Desktop.

But you can try using Excel batch actions to efficiently sync another dataset with an Excel table & run automatic updates from the cloud.

 

Excel batch update, create, & upsert:

https://powerusers.microsoft.com/t5/Power-Automate-Cookbook/Excel-Batch-Create-Update-and-Upsert/m-p...

 

Demo video:

https://youtu.be/HiEU34Ix5gA

 

Excel batch delete:

https://powerusers.microsoft.com/t5/Power-Automate-Cookbook/Excel-Batch-Delete/m-p/1634375#M735

It works for me.  Very useful.

Hello,

 

I found this topic, have similar issue. One question - do You needed premium version of PAutomate desktop?

 

Thanks

Pawel

I just use the Power Automate Desktop version that came with Windows 10.

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