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Power Automate
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Extract Excel Data

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Posted on by 43

Hi all - Thank you, in advance, for your wisdom and guidance - and, apologies if this has been asked - I've searched, but just can't seem to find the solution that matches this question...

 

Your assistance and/or guidance is desperately requested!

What I'd like to be able to do is create an automation whereas whenever an excel file is dropped into a specific OneDrive (sharepoint) folder, it searches for a specific worksheet and then extracts the data needed from that worksheet. Here are the things that are tripping it up, though:

  1. The file names will be different. There can always be the same root, but the end of the file name will always change. Let's say for example, files will be dropped in named as such:
    1. DataDump2022_Person1_Wk2
    2. DataDump2022_Person1_Wk3
    3. DataDump2022_Person2_Wk2
      1. And so on....
  2. Each one of those files, though, is organized the same. Same worksheets. We need it to find the worksheet "ExportData" and bring that data in a new row on a master Excel worksheet.
  3. The Columns on "ExportData" are always going to be the same and they will map to the same column structure on "MasterImportData" - which, for arguments purposes, will be the repository of information doc where we are adding a new row each time a new file shows up. 

It seems very doable, but I'm stuck on the "it's a different file name" thus, I don't know how to tell PA to look for the organized data in a file that I can't define, but is definable once you're in it!

I look forward to your solution or direction, and equally look forward to the time when I can assist on the flip side! 

Bneat 

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  • SudeepGhatakNZ Profile Picture
    14,394 Most Valuable Professional on at

    @bneater ,

     

    Can you not use the List files in Folder action to list all the files it contains and then run a loop for each file?

    SudeepGhatakNZ_2-1667512257175.png

     

     

     

  • bneater Profile Picture
    43 on at

    Thank you so much Sudeep...but, you're making me expose my Power Automate Green-ness! 

     

    It's close, but I'm just missing the connectivity piece. I got the below flow to run, but how then do I get it to look specifically for a worksheet in the file, and then map the columns on that worksheet to a master file that is collecting each record as a new row...

    AND, have it so that it doesn't re run files it has already done....only adds the new one as a new row.?

     

    THANKS AGAIN

    Bill N

  • bneater Profile Picture
    43 on at

    @SudeepGhatakNZ - can you possibly expand on this?

  • SudeepGhatakNZ Profile Picture
    14,394 Most Valuable Professional on at

    @bneater ,

     

    I just realised that you need not worry about the Filename of the File because that can be retrieved from the trigger. I will build a sample for you tonight.

     

     

  • bneater Profile Picture
    43 on at

    Thank you soooo much!

  • SudeepGhatakNZ Profile Picture
    14,394 Most Valuable Professional on at

    @bneater ,

     

    This is what I have and it works! I tested.

     

    SudeepGhatakNZ_0-1667814308074.png

     

    SudeepGhatakNZ_1-1667814381757.png

    SudeepGhatakNZ_3-1667814507886.pngSudeepGhatakNZ_4-1667814557578.pngSudeepGhatakNZ_5-1667814590679.pngSudeepGhatakNZ_6-1667814625681.png

     

    The full flow can be downloaded from the attachments section.

     

     

  • bneater Profile Picture
    43 on at

    @SudeepGhatakNZ Thank you thank you! 

    I wasn't sure how to import the downloaded flow, so I tried to create on my own. Needless to say, things got funky. I'm sure there's an issue in there where I'm mixing my file structures and your names erroneously. Check out what I got and let me know where I made the wrong turn (s). 

    Thank you again, for your effort and assistance! I can see the correctness of your solution,  but have a block in applying it appropriately to these specifics. 

    bneater_0-1667840957448.png

     

    bneater_1-1667840957453.png         bneater_2-1667840957455.png

     

    bneater_3-1667840957459.png

     

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  • bneater Profile Picture
    43 on at

    @SudeepGhatakNZ  - also thought I figgered out the import - but, alas....:(

     

    bneater_0-1667844491178.png

     

  • SudeepGhatakNZ Profile Picture
    14,394 Most Valuable Professional on at

    @bneater ,

     

    You need to change the connections before importing

    SudeepGhatakNZ_0-1667854705738.png

     

  • bneater Profile Picture
    43 on at

    This is before I hit the import: 

    bneater_0-1667864747418.png

    and after it tries:

    bneater_1-1667864791196.png

    along with this:

    bneater_2-1667864816014.png

     

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