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Misa
Kudo Commander
Kudo Commander

Overwriting current Sharepoint list items with data from an Excel

Hello.  

 

I have a Sharepoint list that holds employee data and also uses an employee ID that is unique to the employee.  Every month we have a report that is run that would need to update the Sharepoint list with the information from the excel document.  

 

Can a flow be created to update the Sharepoint list based on the employee ID?  Most likely the number of rows may differ every month, would this be a problem?  Can the rows in Sharepoint that were not in the excel document be deleted or archved by moving to a new list?

 

Thank you.

1 ACCEPTED SOLUTION

Accepted Solutions
abm
Super User III
Super User III

Hi @Misa 

 


Can a flow be created to update the Sharepoint list based on the employee ID?
Yes.
First read the excel sheet to get each rows. Not sure how you want to trigger. There are many ways you could trigger by schedule or when a file is added or modified?

You need the 'SharePoint Get Items' flow action Filtery Query by Employee Id to get the list item id.
Once you get the list item id you can update the 'SharePoint Update Item' flow action.

 

Most likely the number of rows may differ every month, would this be a problem?
No. You can read the excel sheet from a specified location whether its stored in SharePoint or Onedrive.

 

Can the rows in Sharepoint that were not in the excel document be deleted or archved by moving to a new list?
Yes it is possible. You can delete the list by using 'SharePoint Delete Item' by passing the item id.
If you want to move to a new list then first read the current list using 'SharePoint - Get Item' and use the 'SharePoint Create Item' flow action to create the list in a new location. Then delete the old list item.

 

If you need any help please let me know.

 

If this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up.

 

Thanks

 



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If you liked my response, please consider giving it a thumbs up


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View solution in original post

4 REPLIES 4
abm
Super User III
Super User III

Hi @Misa 

 


Can a flow be created to update the Sharepoint list based on the employee ID?
Yes.
First read the excel sheet to get each rows. Not sure how you want to trigger. There are many ways you could trigger by schedule or when a file is added or modified?

You need the 'SharePoint Get Items' flow action Filtery Query by Employee Id to get the list item id.
Once you get the list item id you can update the 'SharePoint Update Item' flow action.

 

Most likely the number of rows may differ every month, would this be a problem?
No. You can read the excel sheet from a specified location whether its stored in SharePoint or Onedrive.

 

Can the rows in Sharepoint that were not in the excel document be deleted or archved by moving to a new list?
Yes it is possible. You can delete the list by using 'SharePoint Delete Item' by passing the item id.
If you want to move to a new list then first read the current list using 'SharePoint - Get Item' and use the 'SharePoint Create Item' flow action to create the list in a new location. Then delete the old list item.

 

If you need any help please let me know.

 

If this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up.

 

Thanks

 



Did I answer your question? Mark my post as a solution!

If you liked my response, please consider giving it a thumbs up


Proud to be a Flownaut!

Learn more from my blogPower Automate Video Tutorials

View solution in original post

ScottShearer
Super User III
Super User III

@Misa 

For all of your questions, the answer is yes.  My question is which of these solutions do you want to use?  The easiest thing for you to do is to delete all items prior to inserting your new data - I have provided a screen shot below that demonstrates how.

Please post any questions you may have here.

 

DeleteItems.jpg

If I have answered your question, please mark your post as Solved.
If you like my response, please give it a Thumbs Up.

Scott
v-alzhan-msft
Community Support
Community Support

Hi @Misa ,

 

As @ScottShearer  and @abm  said, your requirement could be achieved with microsoft flow.

Have your problem been solved, or do you have any questions about how to achieve it?

If your problem hasn't been solved, please share more details about all the column in your sharepoint and excel table and I would offer you the detail workaround.

 

Best regards,

Alice       

 

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

Thank you @ScottShearer and @abm  for your responses.  My apologies for the late response.   I would like to test your 2 suggestions and see what would work for the client's needs.  I havent had the time to do so.

 

Thank you guys again!  I will mark as complete.

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