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Auto Refresh Power Query on Workbook Open

Power Query
Reading time: 2 minutes
Views: 5,664

You can refresh your Power Query queries automatically when opening your Excel workbook by simply checking one option in the connection properties.

Refresh a Power Query query manually.

The standard way to refresh all queries in a project is to click the Refresh All button.

Menu Refresh all queries in Power Query

What’s great is that the refresh process respects the dependency chain between queries. It starts with the queries that import data and then continues step by step through the dependent queries.

Step 1: Connection Properties

To enable refresh on workbook open, follow these steps:

  1. Click the arrow next to Refresh All.
  2. Select Connection Properties…
Properties of a query in Power Query

Step 2: Refresh on Open

Then, simply check the box Refresh data when opening the file.

Option to refresh your query when you open an Excel file

And that’s it! From now on, your queries will update automatically every time you open the workbook.

You could be interested in these options

In the same properties box, you these 2 options could be interesting

  • If your query is linked to a database, a good tip is to check the ‘Refresh every xxx minutes’ option. But be careful, if you set a low value, your computer memory will be full very quickly, and it will be impossible to work.
  • Also, some static queries, that means queries that don’t need to be refreshed every day, like country database or city database, can be excluded from the refresh. For this, unchecked the option Refresh this connection on Refresh All

Frédéric LE GUEN

power query, workbook

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Auto Refresh Power Query on Workbook Open

Reading time: 2 minutes
Views: 5,664

You can refresh your Power Query queries automatically when opening your Excel workbook by simply checking one option in the connection properties.

Refresh a Power Query query manually.

The standard way to refresh all queries in a project is to click the Refresh All button.

Menu Refresh all queries in Power Query

What’s great is that the refresh process respects the dependency chain between queries. It starts with the queries that import data and then continues step by step through the dependent queries.

Step 1: Connection Properties

To enable refresh on workbook open, follow these steps:

  1. Click the arrow next to Refresh All.
  2. Select Connection Properties…
Properties of a query in Power Query

Step 2: Refresh on Open

Then, simply check the box Refresh data when opening the file.

Option to refresh your query when you open an Excel file

And that’s it! From now on, your queries will update automatically every time you open the workbook.

You could be interested in these options

In the same properties box, you these 2 options could be interesting

  • If your query is linked to a database, a good tip is to check the ‘Refresh every xxx minutes’ option. But be careful, if you set a low value, your computer memory will be full very quickly, and it will be impossible to work.
  • Also, some static queries, that means queries that don’t need to be refreshed every day, like country database or city database, can be excluded from the refresh. For this, unchecked the option Refresh this connection on Refresh All
Tags: power queryworkbook

Frédéric LE GUEN

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

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