cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Highlighted
Frequent Visitor

Automate: Update Sharepoint List when new excel file saved to sharepoint library

Hi!

 

Each day, a new excel file is saved in a sharepoint library.  Each row in this file has a unique identifier (Reference Number), and potentially has updated information within the row (part numbers, costs..). The file also has new rows that were not in the previous day's file.

 

I am trying to build a flow that grabs the daily new excel file and updates existing items in my sharepoint list or creates new items if they do not already exist.

 

I am starting with the "When a file is created in a folder" SharePoint trigger to begin. I have watched a few videos to know I will want to use an If yes/no condition to either add or update rows, pending on if they exist of not. However, I am getting stuck on being able to correctly identify/using the automate nomenclature to use the daily created excel file to update or create new rows since it doesn't actually exist yet (as in, it is a new file daily with the same column names and table name).  I am not able to grab the dynamic data to grab the excel columns for updates to the sharepoint list, nor am I able to use the logic test of comparing the reference numbers since I cannot grab the reference number dynamic tag.

 

I would appreciate any help/support!

 

1 ACCEPTED SOLUTION

Accepted Solutions
Highlighted
Microsoft
Microsoft

Re: Automate: Update Sharepoint List when new excel file saved to sharepoint library

Hi btucker how are you?

 

I would like to suggest to use the same connector that you are using and after that add a control loop for each row in this file. Inside this control. Take a look on my sample:

 

08.jpg 

Remember that the data on Excel needs to be formatted as table and this table needs to have a name.

 

06.jpg

 

 

Is this what are you trying to do?

 

Please , if you have doubts or questions , let me know.

 

Thanks for using Community!

 

Regards.

 

Rodrigo Hentz

Microsoft Support Engineer

View solution in original post

5 REPLIES 5
Highlighted
Super User III
Super User III

Re: Automate: Update Sharepoint List when new excel file saved to sharepoint library

hi @btucker  what you need is an schedule flow an then in get list in sharepoint to see if the values exists in excel if not create your values.

 

schedule.PNG



Did I answer your question? Please consider to Mark
my post as a solution! to guide others :winking_face:

Proud to be a Flownaut!


If you want you can follow me at www.christianabata.com Quieres contenido en español? Síguenos en Power Automate LA
Highlighted
Microsoft
Microsoft

Re: Automate: Update Sharepoint List when new excel file saved to sharepoint library

Hi btucker how are you?

 

I would like to suggest to use the same connector that you are using and after that add a control loop for each row in this file. Inside this control. Take a look on my sample:

 

08.jpg 

Remember that the data on Excel needs to be formatted as table and this table needs to have a name.

 

06.jpg

 

 

Is this what are you trying to do?

 

Please , if you have doubts or questions , let me know.

 

Thanks for using Community!

 

Regards.

 

Rodrigo Hentz

Microsoft Support Engineer

View solution in original post

Highlighted
Frequent Visitor

Re: Automate: Update Sharepoint List when new excel file saved to sharepoint library

Hi Rodrigo,

 

I appreciate your response and believe this will solve my problem. I will follow up with an update once I implement this flow tomorrow.

 

Thank you again!

Highlighted
Microsoft
Microsoft

Re: Automate: Update Sharepoint List when new excel file saved to sharepoint library

Hi @btucker thanks for the update.

 

Let me know if the solution provided worked.

 

Regards

 

Rodrigo Hentz

Microsoft Support Engineer

Highlighted
Frequent Visitor

Re: Automate: Update Sharepoint List when new excel file saved to sharepoint library

@rohentz  This has achieved what I desired! It successfully imports each field from my test document when I run the flow. Now I will dive into learning more about this connector to ensure when applied to my live data declare the data as the correct type. 

 

Thank you again!

Helpful resources

Announcements
secondImage

August 2020 CYST Winners!

Check out the winners of the recent 'Can You Solve These?' community challenge!

thirdImage

Experience what's new for Power Automate

Join us for an in-depth look at the new Power Automate features and capabilities at the free Microsoft Business Applications Launch Event.

firstImage

Power Platform 2020 release wave 2 plan

Features releasing from October 2020 through March 2021

thirdimage

Power Automate Community User Group Member Badge

Fill out a quick form to claim your user group badge now!

Top Solution Authors
Top Kudoed Authors
Users online (4,762)