Excel Manual report updating on demand?

There are many ways to do this. Without knowing your system hard to recommend which route is best suited to your need.

1. Have scheduled report run on your system. Send email with attachment to specific address. Have job/flow that captures attachment and deposits to designated location (network drive, or OneDrive etc). Then use PowerQuery to merge and transform data. This is suitable, on some 3rd party vendor managed system that you can't get API/db access to.

2. If you can get db access, use PQ to query data using native query statements (make use of parameter or IN (list) statement as needed). Transform and report.

3. If API is present, use PQ -> From Web -> Advanced to get info leveraging API. Keep in mind to do all necessary query string construction within same query (in M) to avoid Formula Firewall issue.

etc.

Hi,
My first idea is if you have the data in your system why not just a query to that system that updates the Excel file on demand?
You can achieve this by just recording a macro that retrieves data an places it in a worksheet, you can even tell it where you want each field.
Choose to either refresh on open or you add a button to force the data refresh.
You haven't told us what system the source system is but I'm sure you know

Give this a thought

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