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Power Platform Community / Forums / Power Automate / HOW TO CREATE EXCEL WO...
Power Automate
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HOW TO CREATE EXCEL WORKBOOK IN A CLOUD - I SHARE MY SOLUTION

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Posted on by 22

Hi to all developers 😉

I hope that my solution can help you.

Here please find below how to solve the issue with lack of Excel business connector to create Excel workbooks on SharePoint in a cloud.

I assume you all will have SharePoint and Excel business connector.

Solution how to create Excel Workbook in a cloud:

First please place an blanc Excel file on SharePoint document folder which you will use when ever you will need to create a new workbook.

Then please follow the steps below 😉

1. Add the SharePoint connector "Get file metadata" to get the ItemId

Why? --> We need to get the blanc Excel file id.

2. Add the next step which is second SharePoint connector "Check out file" and use the ItemId from the previous step.

Why? --> Check out a file in a document library to prevent others from editing the document, and your changes from being visible until the documented is checked in.

3. Now you can do some actions in the Excel file like Run a script, create table etc...

4. Add next SharePoint connector “Get file content”

Why --> We need to capture all the modifications done in the workbook from the previous step No. 3.

5. Add the next SharePoint connector “Create file”

Why --> You will save the updated/changed workbook in a desired location with desired name. 

6. Add the final SharePoint connector “Discard check out”.

Use the ItemId from the step 1 to reverse all changes done to the file.

Why? --> We need to keep save the blanc Excel file from any changes to use it next time. If you check out a file and don’t make changes to it, or you make changes that you don’t want to keep, you can simply discard the checkout, rather than saving the file. If your organization tracks versions, a new version is created each time you check a file back into the library. By discarding the checkout, you can avoid making new versions when you haven’t made any changes to the file.

 

Hope this will help the community.

Regards,

Miroslaw Gadek from Poland 😉

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  • Verified answer
    v-litu-msft Profile Picture
    Microsoft Employee on at

    Hi @MIREK1983,

     

    Thank you for your detailed solution and contribution to the community.

    This post could help user who don't know how to Create Excel Workbook.

    You could go ahead and mark the post as solved by clicking “Accept as Solution” so that this thread will be marked for other users to easily identify!

    Best Regards,
    Community Support Team _ Lin Tu

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