Unanswered

Prepopulate Excel using flow

(0) Share

Report

Posted on by lpetty78

Hi Everyone,

I"m trying to prepopulate an excel spreadsheet based on another spreadsheet. I have a form(16 questions) that is sent out early in our sales process, then the responses are stored in excel on sharepoint using flow. We have another set of questions our team fills out farther down in the sales process(more detail on the customer) and I'm trying to see if Flow could take the responses and prepopulate the excel spreadsheet with the repeated questions answers. Anyone know how to do this? Now the kicker is the responses are one row per customer and I want to make the 2nd spreadsheet a excel spreadsheet with the customer name and the questions as rows too so I have one Excelspreadsheet for each customer on sharepoint.

Thanks

Lauren

Categories:

Using flows

All responses (2)

Answers (0)

Sort by

v-bacao-msft Microsoft Employee on at

Like
a
(0)

Report
Copy link

Link copied!

Hi @lpetty78 ,

I am afraid that I may not understand what your needs are. Could you provide more details so that we can understand your needs?

In addition, you could refer to the following doc for more details about the features included in the Excel connector and MS Forms connector:

https://docs.microsoft.com/en-gb/connectors/microsoftforms/

https://docs.microsoft.com/en-gb/connectors/excelonlinebusiness/

And try to configure the Flow you need based on the existing features.

Best Regards,
lpetty78 18 on at

Like
a
(0)

Report
Copy link

Link copied!
Hi Barry,
I've been searching the web and looking at different ways to do it. I already have the form created to send the responses and store the responses in sharepoint in Excel. What I"m trying to do is take those responses ( every customer)
1. Create a seperate workbook for each customer with the question in Row A and Response in Row B( 16 Questions)
Each workbook would be the customer Name (Example: Customer A) with a sheet with ROW A as the Question in the Form and Row B as the Response to the Question for that customer.
2. Take the responses from the Customer A workbook and populate another workbook where we have 68 question and 16 questions from the form are asked again so we don't ask the customer the same question again. I could just do a vlookup but I don't want the team to have to do that.

The idea is we have 3 sets of questions that get asked to the customer throughout the sales cycle and first set of questions is asked via a form. The 2nd is in an excel spreadsheet(68 questions) and the 3rd(180 Questions) Excel spreadsheet. Each excel spreadsheet has the questions asked again from the form or the previous spreadsheet because we are getting a little bit more detail throughout the cycle.

Thanks