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Power Platform Community / Forums / Power Automate - Building Flows / Flow to auto transfer ...
Power Automate - Building Flows
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Flow to auto transfer data on a Table from Excel > Excel?

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Posted on by minniep 41

Is it possible to have a flow: Get Data Twice Daily from an Excel report and transfer the data to another Excel automatically?

 

Hi there,

 

I tried to search for templates or similar flow and yet have no idea if and how it can be done.

 

Background info:

We have a report built on this Excel: A Report, and one of the sheets inside collect customer data for AM and PM.

The PM data will replace the AM, and the AM of the next day will replace the PM yesterday.

We want to keep the file simple as it has lots of formulas and running on SharePoint.

So we need to store those daily AM and PM customer data in another place (eg. another Excel on SharePoint).

 

I would appreciate any suggestions.

  • Pstork1 Profile Picture
    Pstork1 67,060 Most Valuable Professional on at
    Re: Flow to auto transfer data on a Table from Excel > Excel?

    If you put the new data in the Excel file using the following it will create new rows.

     

    Patch(datasource, defaults(datasource), {record values you want to save})

    ------------------------------------------

    Ignore this, its for Power Apps, not Power Automate.  For flows you will use the Update a row or Add a row actions.

     

  • minniep Profile Picture
    minniep 41 on at
    Re: Flow to auto transfer data on a Table from Excel > Excel?

    will the new data overlap? cover the data transferred earlier?

    also is there a way I can add a date and time before pasting the data?

     

    like I want the file storing the info looks like this:

    Aug 29AM  
    ID 1ChatReason 1Note
    ID 2ChatReason 2Note
    ID 3CallReason 3Note
    Aug 29PM  
    ID 10ChatReason 1Note
    ID 15CallReason 8Note
    ID 16ChatREason 2Note

    And the next day will just add on to new rows with new date and time with the data

  • Pstork1 Profile Picture
    Pstork1 67,060 Most Valuable Professional on at
    Re: Flow to auto transfer data on a Table from Excel > Excel?

    Then create a Flow with a Recurrence trigger and in the flow list the rows from the source Excel file and copy/update them in the destination Excel file. It should work. Just make sure to create a table in the destination file that you can update.

  • minniep Profile Picture
    minniep 41 on at
    Re: Flow to auto transfer data on a Table from Excel > Excel?

    minniep_0-1598736056062.png

     

    yes @Pstork1 , it does have the table

     

  • Pstork1 Profile Picture
    Pstork1 67,060 Most Valuable Professional on at
    Re: Flow to auto transfer data on a Table from Excel > Excel?

    I'm not sure it will be a problem, but I suspect it will be.  Power Automate only works with simple tables that don't have any additional formulas or calculations associated with them.  You'll have to try it to see if you can see the table when you attach to the Spreadsheet.

     

    To test, just create a flow with a manual trigger and then add a List Rows in Table action for ExcelOnline (For business).  In the settings point to your SharePoint site, the document library and the Excel file.  If you see the table in the list it should work.  if you don't then something about the table is preventing connection.

  • minniep Profile Picture
    minniep 41 on at
    Re: Flow to auto transfer data on a Table from Excel > Excel?

    Thank you @Pstork1 for replying to my inquiry.

     

    Yes it is already a table and no formula, but certain cells are set as list using the data validation.

    would that be a problem?

  • Pstork1 Profile Picture
    Pstork1 67,060 Most Valuable Professional on at
    Re: Flow to auto transfer data on a Table from Excel > Excel?

    A couple questions

    1) Does the source Excel file have the data you want to export in a table?  If not then the flow can't access the data

    2) Does the source table contain any calculations?  Flow can't access a table with calculated columns or cells containing calculations

     

    If the source data is in a table and that table has no calculations in it.  Then  you can create a recurring flow to copy the data you select to a different Excel file with an appropriate table.

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