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Power Platform Community / Forums / Power Apps / Question about use Exc...
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Question about use Excel data source and pulling the end user info into a form

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Posted on by 516

I'm wondering about using a Excel form as a data source, to pull the end user information into the form when the end user opens the form.

Is there a way to set that up?

the jest,

End User opens the form, and then form fields would auto-populate with the End User information from the excel file.

 

I do think I would need to use a connector any other items I need to consider?.. but the auto-populate the form based on End User from the excel file is the goal.

 

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  • Manan-Malhotra Profile Picture
    621 Super User 2024 Season 1 on at

    1. You need to add your excel file in OneDrive

    2. Simple go to add data source in powerapps and connect your excel by typing "Excel Online"

    3. Add a Column on Microsoft Emails and use to to compare with user().Email to show your relevant data in powerapps

  • SPS-DEV-22 Profile Picture
    516 on at

    So in the excel file have the column Microsoft Emails, that is a good idea for  the relationship.

     

    tryin to wrap my brain around the logic of the data pull from excel:

     

    and then do the compare with user().Email to show your relevant data in powerapps

    the logic would be

    email@email.com  = user().Email

    to populate the field: vaccine date:

     

    and then the vaccine date will be in the form when the end user opens the form ? 

     

  • Manan-Malhotra Profile Picture
    621 Super User 2024 Season 1 on at

    Yes, hopefully this solution will work for you!

  • SPS-DEV-22 Profile Picture
    516 on at

    where do I put this logic  email@email.com  = user().Email, as I'm still learning PowerApps

  • Manan-Malhotra Profile Picture
    621 Super User 2024 Season 1 on at

    It can be used in the datasouce of a form with a filter

    Filter(Datasource_Name, Column_Email=User().Email)

  • SPS-DEV-22 Profile Picture
    516 on at

    Ok, I got this:
    Datasource_Name = Excel file Name

     

    How do I get the form column vaccine to pull the info from the Datasource?

     

     

  • Verified answer
    Manan-Malhotra Profile Picture
    621 Super User 2024 Season 1 on at
    Lookup(Datasource_Name, Column_Email=User().Email).vaccine

    Adding a .Vaccine at end would return you the column vaccine values from the excel sheet for the row that has the current logged in email of microsoft account

     

    Yes Datasouce name is excel file data

     

  • SPS-DEV-22 Profile Picture
    516 on at

    Ok, got a question resolved it is One Drive for Business.

     

    however it is asking me to make a table of data in the excel file.

     

     

  • SPS-DEV-22 Profile Picture
    516 on at

    ok, next question:

     

    concerning this:
    Lookup(Datasource_Name, Column_Email=User().Email).vaccine

     

    where is this:
    Lookup(


    As when I click the text box to populate I see data?

     

    butI do not see a specific thing called  lookup?

  • Manan-Malhotra Profile Picture
    621 Super User 2024 Season 1 on at

    Yes, you need to convert your excel data into a table

    Create a table in Excel (microsoft.com)

     

    Lookup will basically return the email filter row with its data to the data source of Form when you use the lookup formula in datasource of a form

    Filter, Search, and LookUp functions in Power Apps (contains video) - Power Platform | Microsoft Learn

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