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Hello,
As the title above suggests, I am trying to make a flow that will copy data from one excel document to another. All the resources I look at on this subject seem to be outdated.
I don't really mind at this stage if it's a simple "lift and shift" my only requirement would be that I want the data to be overwritten each time the flow is run (looking at scheduling it to recur once per week)
If anyone could help me out with this, I'd be grateful.
Cheers,
Nowadays you can use Excel connectors to manipulate any data in a workbook in whatever way you want using Office Scripts, which is scripting in Excel integrated with Power Automate. Using this you can export data from one workbook and then write it to another. This video has a good walkthrough of what to do. (2) Move data between workbooks automatically with Office Scripts & Power Automate | Excel Off The Grid - YouTube
If that data is in a table and is being copied to a table in the second document, then yes, a flow can copy data from one Excel document to another. The primary limitation of the Excel connectors for Power Automate is that they can only work with data in defined tables in Excel. As far as overwriting the data in the destination, there isn't a quick or easy way to do that. If you intend to write to an existing file, you would first have to manually delete the rows in the table on that document before adding the new rows.
Alternately, if you don't want to clear out the existing rows from the destination, you can create worksheets and tables in a document, so you could create a blank Excel doc, add a workbook to it, add a table to the workbook, then write the rows into it. There's a good blog post here showing how to do that create process.
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