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Power Platform Community / Forums / Power Automate - Building Flows / Can you create a flow ...
Power Automate - Building Flows
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Can you create a flow to refresh excel data stored in SharePoint Online Document library?

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Posted on by sravyasivapuram 27

Is there a way to refresh the content of excel and word document templates stored in SharePoint Online Document Library?  These word and excel templates are associated with the same custom content type and have data connections that connect to Azure SQL.

There is a feature called 'Refresh Links' in our application. So whenever a user selects a site and clicks on 'Refresh Links', I want the data in all of these templates ( that are residing in the documents library of that particular site) to get refreshed with the latest content ( similar to clicking on 'refresh All' after opening an excel document/ Ctrl A+F9 for word document)

 

Any help is greatly appreciated. Thank you in advance.

  • v-duann-msft Profile Picture
    v-duann-msft on at
    Re: Can you create a flow to refresh excel data stored in SharePoint Online Document library?

    Hi @sravyasivapuram 

     

    Thank you for further clarification.

     

    If that’s the case, the general flow may look like as below:

    v-duann-msft_0-1614064913619.png

    I’m not sure about your trigger as seems you need to trigger 3rd part app to start the flow. Meanwhile overwrite the former data, I recommend you create new table and insert data to a new excel file since you didn’t mention about detailed condition.

     

    Hope the content above may help you.

     

    Thanks

    Anna

  • sravyasivapuram Profile Picture
    sravyasivapuram 27 on at
    Re: Can you create a flow to refresh excel data stored in SharePoint Online Document library?

    Hi @v-duann-msft 

     

    Thank you for your response. Excel templates means that excel documents with tables where table data comes from Azure SQL.

    I want to update these existing excel documents with the latest table data by refreshing.

  • Verified answer
    v-duann-msft Profile Picture
    v-duann-msft on at
    Re: Can you create a flow to refresh excel data stored in SharePoint Online Document library?

    Hi @sravyasivapuram 

     

    Thank you for posting.

     

    According to your description, you would like to automatically update your excel and word template stored in SPO library once user click on ‘refresh link’ from your application. If any misunderstood, please kindly let me know.

     

    First of all, it’s impossible to refresh word template as no related action available in flow. As you can see, only conversion action listed for word.

    v-duann-msft_0-1613978947735.png

     

    For excel ,may I know what do you mean by template? Based on my understanding, data in excel is from Azure SQL. So whether you want to update data from Azure SQL or update title line in excel?

     

    Hope to hear from you soon.

     

    Thanks

    Anna

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