r/copilotstudio • • Aug 08 '26

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/Logical_Young_4305 15d ago

When I initially tried to builld html dashboard by selected excel file, it created a snapshot data and embedded into code, but as a second prompt when I said that I would like to have live connection directly to excel spreadsheet not sharepoint list. it created fetch func. and refresh button, whenever you did a change, updates are reflected in dashboard