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EricC
Resolver I
Resolver I

Copy Monthly excel table to a Master Excel Table

Hi Everyone,

 

I have an issue which I've seen some discussion on but haven't seen a direct answer. Due to the lack of hubspot connector I have a need to automate the process as much as possible with flow. 

 

What happens is we have a master table with a table name of Master. At the end of each month a user must go to hubspot to retrieve that month's records, then manually copy and paste those records into the Master table to update it. 

 

However, I'd like to automate that by when the user downloads the hubspot data, they put it in a onedrive folder \Test and the new data is then added to the Master Table.

 

It seems the way to do this would be the following:

 

Trigger: When a File is Created (Onedrive) 

              Folder location - \Test

 

Action: Get Rows (Excel) - file name - file identifier (Dynamic Content from Onedrive trigger)

                                          table name - manually put in Table1 as the table name will always be the same

 

Action: Insert Row (Excel) -  file name - (browse to Master file in onedrive)

                                            table name - Master

 

However, when I set this up, I don't get any errors but flow is not detecting when I add a new xlsx file to the folder location \Test , thus the flow never runs. What am I doing wrong?

1 ACCEPTED SOLUTION

Accepted Solutions

For anyone else having this issue, I've narrowed it down.

 

It takes about 3-5 minutes after copying the file to onedrive (if you have onedrive setup on your PC locally, then uploads to onedrive) before the flow will run.

 

Additionally, the excel file cannot have any formulas or else the flow will not work.

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4 REPLIES 4
v-bacao-msft
Community Support
Community Support

Hi @EricC,

 

Could you share a screenshot of your Flow configuration?

I did a test on my side, using When a file is created as a trigger, when I copy an Excel file to the specified OneDrive folder, Flow works well, and can insert rows into the specified Excel table. .

It should be noted that if you are using OneDrive for personal, the connection needs to be OneDrive for personal when configuring Get rows action.

In addition, because the files configured in Get rows are not directly selected from the file directory, there is no Dynamic content to be selected from Get rows action.

You could use "items('Apply_to_each')['CoulumnName']" to get the value of the column.

If the column name contains a space, you need to replace the space with "_x0020_", like "items('Apply_to_each')['Coulumn_x0020_Name']".

Image reference:

16.PNG

Flow works well when I copy a file to specified folder:

17.PNG

Please take a try again.

 

Best Regards,

Barry

Community Support Team _ Barry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

So I was missing the "Apply to each" step, appreciate you sharing the pictures. 

Also, I am using onedrive for business.

 

I updated my flow and still seem to be having the same issues. I copied an .xlsx file that has the exact same columns into the folder /Marketing and nothing happens... here's a screenshot of my flow:

 

screen1.PNGscreen 2.PNG

 

I left some column's blank as I don't actually need the data from those columns but if that is what is causing the issue I can just add them in.

 

Eric

For anyone else having this issue, I've narrowed it down.

 

It takes about 3-5 minutes after copying the file to onedrive (if you have onedrive setup on your PC locally, then uploads to onedrive) before the flow will run.

 

Additionally, the excel file cannot have any formulas or else the flow will not work.

I have to do the same thing with Sharepoint and I don't see a "get rows" but instead I see only "get a row". Can you help me with this? I have a similar requirement but I need to update daily to a master sheet.

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