Automate Saving Excel document as new file, but changing data from formula to values

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Posted on 31 Jan 2024 23:22:45 by dylankay

In my job I track Live Chat query trends. My team of agents currently count queries on an excel template, email to me and I input data manually into a master sheet (report).

I want to automate this on Microsoft Teams, so that their data input is automatically updated minute by minute and is then populated into my master sheet; therefore automatically creating a report for me to just email/distribute with no effort.

The issue I run into, is that on a Monday the agents will then start populating the new weeks data into their excel sheets which will overwrite the data/formulas in my master sheet. To solve this, I want to create a Power Automate process to save the mastersheet as a new file, while copying all the data and pasting as values rather than formula, into a location on SharePoint and emailing a copy of this new excel file.

Any idea how this flow would look? Thank you.

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dylankay 2 on 31 Jan 2024 at 23:46:51

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Re: Automate Saving Excel document as new file, but changing data from formula to values

Just a bit more context, it’s set up within a Team directory on MS Teams. Each agent has their own folder containing the excel data template. My master spreadsheet has formulas, for example =AGENT1A1 to copy the imputed data into a table. So my issue is, if they login before me on a Monday then last weeks data is corrupted because it updated automatically. Hence why I need Power Automate to save the file on a Sunday night at 9pm and convert the formula cells to value which won’t be changed further.