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Posted on by 2

Hello, 

 

I am trying to use power automate to update an existing excel file using table data from another file. While consolidating the data on the updated existing file and also using the existing virtual inventory to be reapplied to the quantities to reach ordering thresholds.

 

Theoretically, I want to drop an excel file into a folder -- power automate would flow this data into a main existing file add the quantities of the same items while retaining "stock size" info. It would recognize the threshold for order (Quantities > Stock Size so add 1 to the order or if twice the stock size order 2, etc) -- Create a file with "Item" and "Order Quantity" -- From the existing file once that new order file is created -- update the quantities to be what was left after the order. 

 

Example:

Existing Excel Data

ItemQuantitiesStock SizeOrder QuantityVirtual Inventory
Banana9

20

0

9

Apple4

10

0

4

Watermelon9

10

0

9

Cherry5

10

0

5

 

Data to be added

ItemQuantitiesStock Size
Cherry5010
Watermelon2010
Banana2020

 

Updated Existing Table

ItemQuantitiesStock SizeOrder QuantityVirtual Inventory
Banana29

20

1

9

Apple4

10

0

4

Watermelon20

10

1

0

Cherry55

10

5

5

 

Newly created order file

Banana1
Cherry5
Watermelon1

 

File after order file has been created

ItemQuantitiesStock SizeOrder QuantityVirtual Inventory
Banana9

20

0

9

Apple4

10

0

4

Watermelon0

10

0

0

Cherry5

10

0

5

 

Please help. I have tried to post elsewhere with no help yet. Really need to figure this out. 

I know all of this can be done manually so I know it's possible - I am just a novice at powerautomate.. 

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  • Nived_Nambiar Profile Picture
    18,136 Super User 2026 Season 1 on at

    Hi @Ph112_m 

     

    One doubt- 

     

    in Updated existing table- does watermelon quantity should be 29 instead of 20 - by which quantity should be 2 ?

     

    Also after updating - how you are filtering the new order file and creating file after that - could you explain that part - that would be helpful 🙂

    Thanks & Regards,

    Nived N 🚀

    LinkedIn: Nived N's LinkedIn
    YouTube: Nived N's YouTube Channel
    Blog: Nived Nambiar's Blogs

    🔍 Found my answer helpful? Please consider marking it as the solution!
    Your appreciation keeps me motivated. Thank you! 🙌

     

  • Ph112_m Profile Picture
    2 on at

    Hi @Nived_Nambiar 

     

    You are absolutely correct with your doubts. That was an error on my part creating the example. Watermelon would be 29 - making the order quantity 2 and virtual inventory 9. 

     

    The new order file really just needs to be the item description (I would probably use UPCs in place of names) and order quantity. This would need to be export to a .csv with a specific format [Item Description],"FULL",[Quantity]. The export of the .csv is not essential, but it could automate more for me. There is no particular filtering. I hope I understood your question correctly. Let me know if not. 

     

    I had in mind that once the file had been exported/created, a backup would be created of the original file (just in case) and this would trigger the new virtual quantities to take its place on the "Existing Data Set".

     

    Let me know if I have not answered thoroughly enough.

     

    I appreciate your help!

  • Nived_Nambiar Profile Picture
    18,136 Super User 2026 Season 1 on at

    Hi @Ph112_m 

     

    for the order file created- i could see as per your example- you have taken only rows whose Order Quantity is not equal to zero. but as per what you said- it should take item name /description and order quantity columns from the updated file - bit confused over that part 

     

    As per this sentence: I had in mind that once the file had been exported/created, a backup would be created of the original file (just in case) and this would trigger the new virtual quantities to take its place on the "Existing Data Set".

    so you are planning to create backup of original excel file (existing excel data)- correct ?

     

    Thanks & Regards,

    Nived N 🚀

    LinkedIn: Nived N's LinkedIn
    YouTube: Nived N's YouTube Channel
    Blog: Nived Nambiar's Blogs

    🔍 Found my answer helpful? Please consider marking it as the solution!
    Your appreciation keeps me motivated. Thank you! 🙌

     

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