Retrieve Data On External Source
After completing the steps above, follow the instructions below to retrieve data from the source and display it in Excel.
Step 1: Connect to External Source:
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Begin by ensuring you are logged in to the external source from the login page (Example: SharePoint, Dataverse...)
Step 2: Select a List:
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Select a list from the sharePoint source.
- Custom List
- Document List
Step 3: Select a View:
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Select any available view in dropdown list from the list.
- Default View
- Custom View
- Private View
Step 4: Select a Folder (Optional):
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If you selected a Document List, you may choose a specific folder to retrieve its data.
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This step is optional—if no folder is selected, the system will retrieve data based on the selected view.
Step 5: Retrieve and Display Data:
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After finalizing your selections for List, View, and Folder (if applicable), click the Open button.
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The data from the selected view or folder will be displayed in the Excel file, ensuring that the data is accurately retrieved and the connection is properly established.
