I have found using symbolic links works well. You can make a symbolic link of individual files or the folder you use to keep your MS files in. I put the the symbolic link in a Subfolder called symlinks in my vault and then you can link to the files in the folder as you would with a normal Obsidian note. When I click on the link in a note or on the file in the folder view they open in the appropriate application i.e. Excel, word, pdf expert, etc. If you symbolic the folder then if you add something outside of Obsidian it will update with the new file in Obsidian. These links also work on both my mac and windows machines as well as iPhone/iPad. You must use symbolic Links not Aliases. For reference my main Obsidian computer is a Mac which I sync with a Windows laptop and IOS devices.
The simplest solution is often the best, so what I do now is to drop the files that contain critically important information into Obsidian. Anything else, and especially working files go into a project folder with the same name as the project note. All my project folders are in a single/known location.
I create a MoC for each project, linking to and briefly describing every document involved in the project. This includes all those Office documents, etc., as well as my Markdown notes and article drafts. The MoC also includes a timeline of status updates, so I can see at a glance what state the project is in at any given time.
I have not tried symbolic links. I may want to look into that. On the surface, however, it seems like if there are problems with my current system, symbolic links might not solve those problems and might just add new layers of difficulty.
I have a large hierarchical system of nested vaults. If I have a project, it will appear as a folder/vault in that system. I always have two folders in a project vault, one for attachments and the other for Files to Link which is where I will put any file I wish to reference. I could use symlinks for this and an MOC, but feel that would introduce an unnecessary point of failure.
What I think works best will depend on which programs are central to the project. And for most users here, I assume Obsidian will be one of those. But I personally find it an inconvenience if many of the source files are docx and PDF and the later stages of the project uses those formats too.
I have personal and Business data spread across 8 external hard drives attached to my main Mac Pro. I have different Projects from the past and present organized on these drives and did not want to move in to my my vault which I also sync with a mac laptop and windows laptop.
So I found if you make a Symbolic link to a Project Folder on i.e HD5 that contains MS office, pdf files etc. And place the Project Folder Link in the vault all files in that folder are available as if they were in Obsidian. The Project Folder Link only points to where the files are actually stored on HD5 not in the vault which saves space. I can add files to the Project Folder on HD5 and Obsidian Project Folder Link updates and shows the new file or I can save an Obsidian note in the Project Folder Link in Obsidian and the md file shows in the original Project Folder on HD5. I can now do normal file links to the Project files in my MOC because Obsidian thinks these are the actual files. And when I click on them they open in excel, word, Omnioutliner, etc. If I know longer need the Folder Link in Obsidian I just delete it and the original files on the external drive are not touched because you just deleted a link. Hope this helps. Like I said above you must use Symbolic Links and not Aliases - Obsidian does not recognize Aliases. Also Obsidian Prefaces the files In the folder link with xlsx, pdf, outline, etc so the linked files are easy to identify.
I then moved the link to my local Obsidian vault in my symlink folder and it appeared. However the symbolic link only showed folders I created not any of the App generated folders. Files in my folders were accessible and opened from within Obsidian. Attaching Screen shot, As you can see in the Test note the symlink files include the file extension.
Screen Shot 2022-02-09 at 1.15.59 PM1206814 118 KB
The issue may be keeping your vault in the cloud on iCloud? iCloud does things different then Dropbox and OneDrive, etc. as they store local copies in your home directory. Not an expert in these matters.
thanks for your quick and detailed response. My situation is a little different from yours. All my hardware is from Apple (Mac, iPad, iPhone). To have easy access to my documents from all my devices, I store them in the iCloud including my Obsidian vault.
I must have been lucky to stumble across Commander One that handles symlinks like this. Here is a link -mac.com. It will do this with the std free version or you can upgrade to the pro pack which they have a 50% off coupon for proof of competitive programs.
On this page, we're talking about "Microsoft Office", which is a family of applications used commonly for office and academic purposes, featuring famous applications like Word, Excel, and PowerPoint. However, technically, these days "Microsoft Office" doesn't exist, as Microsoft have changed how you can get these applications and they are part of "Microsoft 365", a broader package of applications that includes cloud-based apps as well. In 2022, Microsoft got rid of the "Microsoft Office" branding altogether, but you will still see the term used in many places; on this page, we use it because it is how people generally refer to these applications still.
Microsoft 365 contains a large range of applications, including online services like OneDrive, Microsoft Teams and SharePoint as well as the traditional Microsoft Office applications. For University of York staff and students, you won't have access to all of the features of Microsoft 365, as the University of York uses Google Workspace for online services like cloud storage, sharing files, and creating forms and websites. If you're used to the Microsoft apps, our Google Workspace guide can be helpful for navigating moving to using Google apps.
At York, Microsoft Office applications are available on all university computers, while staff and students are also able to install a free copy of the applications through Microsoft 365 for home use on personal devices. See the IT Services page for more information:
Microsoft Word is a text processing application that you can use to create text documents. It allows the user to configure the attributes of a document, such as layout and the styles of content, and to add their content in a variety of ways and formats.
Microsoft Excel is an application used for creating and editing spreadsheets. Spreadsheets are commonly used for working with sets of data containing text and numbers and for generating graphs and charts.
Microsoft PowerPoint is commonly used to create presentations using slides. Though often used to make simple, bullet-pointed presentations, it has has a range of features that can allow a range of media in your presentation.
Microsoft Access is used when working with databases using relational data. This is data held in tables which are then linked according to the relationships between the data. Access processes data using queries and you can use forms and reports to interact with the data in a user-friendly way.
On Microsoft's support pages, you can search for help with Word, Excel, PowerPoint, Access, and other applications such as Outlook and OneNote. These pages list different versions of Office (e.g. 365, 2019, 2016, Online) so you can find the help applicable to the version of Office you are using.
People ask me if they can use it and I've been saying that you can use the Power BI Desktop but would need an Office 365 account to use the Power BI Service to publish and access the data on the web. But is this actually true.
Basically I know someone who is really keen to use Power BI but doesn't have Office 365. Can they use it? No need to get bogged down in which features are available in this thread - just can they write a basic report in the Desktop version and publish to the Power BI Service for access online?
Once an AAD account is created, licenses can be attached to that account. All accounts can be provided the Power BI Free license for free. If you provide that account with a Power BI Pro license, then that user will get access to Pro features. An Office 365 license is not needed nor required in order to use Power BI Pro.
That question has come up multiple times and not sure there has been a clear resolution. I think the best thing for them to do would be to sign-up for a free trial on the site and go for it. If it lets them use it, great. I have a feeling though that behind the scenes it is provisioning an O365 account even if you don't know it.
Signing up for a free trial sounds odd. I assume you mean a free trial of Power BI rather than Office 365. But then what are they signing up a for? A free trial of free software or a free trial of pro features (which they don't want, at least in the first instance).
1. They registered with their email x...@whatever.com, y...@whatever.com [...]
2. Microsoft has created an AzureAD in the background. (You don't know that yet )
3 The trial has now expired and your Users want to extend it. They now contact you.
4. Your company does not use O365, Sharepoint online etc. yet.
5. You register for instance also to PowerBI or you log in to office365 where you can also find this grid in the left hand corner
Someone outside the company, liked it and wants to use it in his 3 employee company, but has no MS licencing products... is there a free - low cost path to recomend to them? a monthly fee is too much for this company and they wont be able to go that route but work ok if its sommething they can pay once, and host any database locally ...
I did not accept this as the solution!! I assume the moderators did, but I did not! In fact the solution does not answer the question I asked. I wanted to know if non office 365 user can use Power BI. My question is NOT related to Pro features in any way at all.
Letting anyone other than the question asker mark an answer as solved is surely bad practise and I'm losing trust in the other 'Accepted' solutions I see on this forum now.