CREATE EXCEL SHEET IN SHAREPOINT

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Posted on by d365_katiepage

Hi,

I am new to Flows so please apologize if my question was basic.

I need to create a flow with below function:
1. Retrieve all records from SharePoint List A with status of Active-DONE

2. Create/Update excel sheet in SharePoint folder. Store the records from Step 1 with correct column assignment (Ex: ID from step 1 must be in ID column also in step 2.)

Anyone who knew on how to do step 2?

Thank you

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Building flows

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v-duann-msft on at

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Hi @d365_katiepage

Thank you for posting.

According to your description, you would like to copy some records from SharePoint to an excel file based on status condition. If any misunderstanding, please kindly let me know.

Since you didn’t mention your SharePoint list and excel file, thus, I just show you my example for your reference:

Here is my sharepoint list:

For excel:

The flow in details:

Once we run the flow, we can get record with done status in excel:

Hope the content above may help you.

Thanks
Anna

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d365_katiepage 22 on at

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hi, @v-duann-msft thank you for your response. Trying it now.

Excel file is also located in SharePoint folder.

In your example, does it know that it is located in excel in SharePoint?

So source is SharePoint list A (SharePoint folder A), target is Excel File ins SharePoint folder B

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v-duann-msft on at

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Hi @d365_katiepage

Thank you for update.

Sure, I know the excel stored in SharePoint.

In ‘add a row into a table’, we need to select excel location which is a SharePoint folder.

Hope it helps.

Thanks
Anna

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d365_katiepage 22 on at

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Hi Anna,

Thank you very much for helping us and explaining things to new users like me. It really helped a lot.

If it's not too much to ask, we have another issue (same flow). For the last logic of the flow, we need to retrieve records in Dynamics 365. (Advance Find>Import Jobs>Select all modified date = Solution Push date)
Solution Push Date = Current Date. Then the data will be thrown to the same excel file we have used a while a go. It is in same row as the records in the excel.

So in your example, ID, Device and Active columns (came from SharePoint List) + Solution Push date + Import Jobs = 1 row in excel.

We know how to retrieve records in CRM. But is it possible to append/add them in the same row we have used a while ago?

Thank you

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v-duann-msft on at

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Hi @d365_katiepage

Thank you so much for your reply and confirmation. Glad to hear it works for your now.

I'm extremely want to support you further. But it will break our company policy which is one post for one question. Please post a new question, it maybe dispatch to me again luckily.

Please click Accept as Solution if my post is helpful to you. This will help others find solutions to similar questions. If you like my post and/or find it helpful, please consider giving it a Thumbs Up.

Thank you again for your time and understanding.

Best regards,
Anna

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d365_katiepage 22 on at

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Thank you for the help 🙂

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