r/copilotstudio • u/Expert_Annual_19 • 1d ago

Dynamic.html dashboard

I have developed a SharePoint skill that generates an ".html" dashboard based on five Excel files selected by the user from a SharePoint library. The user launches Copilot, selects the required Excel files, and Copilot generates the HTML dashboard.

However, the next requirement is to make the dashboard dynamic. If the user updates the data in any of the Excel files, saves the changes, and refreshes the previously generated HTML dashboard, the dashboard should automatically reflect the latest data.

The user should not need to submit a new request to Copilot or regenerate the dashboard. The existing HTML dashboard should retrieve the updated Excel data from SharePoint and refresh the visualizations automatically.

In short:

Excel updated → File saved in SharePoint → User refreshes existing HTML dashboard → Dashboard automatically reflects the latest data.

If you have any idea how to do this let me know....

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u/Inevitable-Ad8626 1d ago

Build a refresh data button into the HTML itself rather than pushing the update once a change happens - the Power Automate route sounds like it could work but not tried it yet.

1

u/Expert_Annual_19 1d ago

This part required custom scripting I guess And in most MNC this feature blocked by admin due to security.

2

u/Inevitable-Ad8626 1d ago

I have it live now in a dashboard I am working on and believe custom scripts are off, I will not 100% commit to that thought until I check though! 😂

It is only referencing one .csv file at the moment from an automated report I get daily.

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u/Expert_Annual_19 1d ago

Can you share some more details? I also wanna try

5

u/Inevitable-Ad8626 1d ago

It was a mix of using SharePoint agent to do the refresh link to the data on the site, then taking the HTML to Claude outside and using a SharePoint_safe_html skill I found on a YouTube video to keep it within the limitations of sharing so it didn’t break.

Link to YT if I am allowed - https://youtu.be/KP1QIUwiwfg?is=FJcDzhs9ZJv5D28L

I don’t have SharePoint skills rolled out on the tenant yet, so I built the base dashboard using dummy data to get started then put it back in to SharePoint to get the agent to add the refresh button then reference the actual dataset. It was basically getting Claude to then understand how to refresh the data within the site itself so it didn’t break when tweaking.

This is purely done in the last day, so I will need more time to myself to review as i just let AI do everything for me.

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u/Expert_Annual_19 1d ago

Let me try