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How to populate data from Sharepoint list to Excel template

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Posted on by Phipps78

Hi,

in our company we're using an Excel "A3" templates to work on Problems systematically.

The data collected in the template can also be collected / entered digitally via an App (data send to Sharepoint list), however, many users still want to remain using the excel sheet for different reasons.

Question:

Is there any way to populate data from a Sharepoint list to specific fields in our Excel template?

Would there be any way to synchronize any changes in the Excel template with the appropriate Sharepoint list entry?

thanks

Philipp

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Using connectors

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Kaffee_Krampus 2 on at

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To answer your question, is it possible to manage SharePoint list data from Excel, based on some of the flows I developed, I say yes, but it will require you to maintain a copy of the list as a table in your excel file.

The following is a plain language walk-through of what you would need to do:
Create a hidden worksheet with a table in the workbook. Design your worksheet to mine/modify this table.
In flow, choose an appropriate trigger action or frequency you want to use to update data in your SharePoint list. If all changes to the list come from Excel it will be more straight forward. If changes can happen from Excel or from SharePoint, you'll need to figure out a way to deal with data discrepancies.
The next step in flow is to load your SharePoint list and the table from the excel file. Using a loop, go through each row in the Excel table, get the matching row from the list and update all the values. Add rows to the list if missing.
The last step is to loop through the SharePoint list and find matching rows in the Excel table. If no match is found, delete that row from the list.

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lalo1818 36 on at

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I have the exact same use case. Could you provide examples for the steps listed above?

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