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

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Posted on 22 May 2020 22:47:09 by btucker

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!

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Answers (1)

btucker 8 on 28 May 2020 at 22:12:35

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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!
Rodrigo Hentz on 27 May 2020 at 18:26:26

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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
btucker 8 on 27 May 2020 at 00:50:09

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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!
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Rodrigo Hentz on 25 May 2020 at 13:16:08

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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:

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

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
ChristianAbata 8,947 Most Valuable Professional on 24 May 2020 at 14:50:54

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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.