Excel for Mac: Update Data with Power Querys Folder Connector
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Excel
Jul 24, 2024 2:26 PM

Excel for Mac: Update Data with Power Querys Folder Connector

by HubSite 365 about Microsoft

Software Development Redmond, Washington

Pro UserExcelM365 Release

Streamline Excel tasks on Mac with Power Query’s From Folder connector - Fast, easy data refresh!

Key insights

  • Enhanced Functionality: Excel for Mac has improved with the addition of the From Folder connector in Power Query, enabling users to efficiently refresh data from folder sources.
  • User-Friendly Interface: Steps to refresh data are simplified; users can either use the 'Refresh All' option under the Data menu or choose specific folder sources through the Power Query Editor for targeted data updates.
  • Customizable Data Management: Users have the flexibility to modify the folder source within the Power Query Editor, enhancing control over where data is being pulled from.
  • Timed Rollout: The feature is currently available to Mac Beta Channel users with specific builds, illustrating a phased approach to deployment for optimizing user experience and gathering feedback.
  • Feedback Mechanism: Microsoft encourages user feedback through the Help menu, which plays a crucial role in the development and potential modification or removal of features based on user interactions.
 

Exploring Power Query’s From Folder Connector for Excel on Mac

By popular request, you can now refresh your data quickly and easily by using the From Folder connector in Power Query in Excel for Mac. This feature enhances the efficiency of managing large datasets. It simplifies how users can update the information they work with, directly in Excel.

Gal Zivoni, a Product Manager on the Excel team, introduced these enhancements, highlighting the continuous improvements and added functionalities to Power Query. These functionalities now include importing data from SQL Server databases, showing Microsoft's commitment to enriching user experience.

Users have expressed their need for easier data refresh operations from folder sources, and Microsoft has responded. The process involves opening an existing worksheet, using the Data > Refresh All or Data > Refresh options, ensuring users have up-to-date data.

For those looking to tweak the source folder, this can be achieved through the Power Query Editor. This flexibility allows for personal customization, making data management more user-tailored. Moreover, refreshing table data is straightforward, enhancing usability.

This update is currently available to Mac Beta Channel users with Version 16.86 or later, reflecting Microsoft's phased approach in feature rollout. Nonetheless, the team is open to feedback to refine these features further.

  • Quickly refresh data using the From Folder connector.
  • Continuous improvement of Power Query tools.
  • Easier data management with updated functionalities.
  • New additions include SQL Server data imports.
  • User customization through Power Query Editor.
 

Understanding Power Query Enhancements in Excel for Mac

The recent updates to Power Query in Microsoft Excel for Mac cater significantly to enhancing user efficiency and flexibility in data management. These updates are not just improvements but are responses to user feedback, showcasing Microsoft's dedication to user-centric development. With functionalities like data import from SQL databases and easier refresh options, Power Query becomes more indispensable for professionals relying on Excel for comprehensive data analysis and reporting. This roll-out also underscores the importance of community feedback in shaping software that truly meets user needs while providing robust data manipulation tools.

Read the full article Refresh data using Power Query’s From Folder connector in Excel for Mac

Excel - Excel for Mac: Update Data with Power Querys Folder Connector

 

 

 

People also ask

"How do you refresh an external data connection in Excel Mac?"

To update a query within a worksheet, simply refresh the query.

"How do it automate refresh in Excel Power Query?"

Within the pane, right-click the desired query, choose Properties, navigate to the Usage tab, and then check the 'Refresh every … minutes' box, specifying the desired interval. Ensure that 'Enable background refresh' is enabled to allow the query to refresh even while working on other tasks.

"How to use Power Query in Excel for Mac?"

Begin by selecting Data > Get Data (Power Query), then open the Query Editor by clicking Launch Power Query Editor. Alternatively, you can access the Query Editor by selecting Get Data (Power Query), picking a data source, and pressing Next. Use the Query Editor to reshape and transform data similarly to the process in Excel for Windows.

"How to refresh an Excel sheet on a Mac?"

To update the data in your report, click the 'Data ribbon' button followed by the 'Refresh' button.

 

Keywords

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