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Copy specific records from one Excel file to another

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Posted on by markautomates

I have an invoice in an Excel file. I want to automate the copying of just the items listed in the table of items into a specified worksheet of another existing Excel file and then name the worksheet using the Customer Name and Invoice # (e.g. John Doe Inv. 1111).

How can I do this using Power Automate?

Copy table of items from Excel invoice.png

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Power Automate Desktop

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VJR 7,635 on at

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Did you mean Power Automate (Cloud Flows) or Power Automate Desktop (Desktop Flows)?

If Desktop Flows, use the available actions like Launch Excel, Copy cells, Paste cells, Rename sheet.

If Cloud Flows I will move your post into the other forum.

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markautomates 13 on at

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Thanks, VJR! So, judging by your suggestion, I assume Power Automate cannot tell Excel to "copy/move" the worksheet to another file. It basically records certain actions a user is likely to take, like copy/paste, etc?

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VJR 7,635 on at

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Okay, hope you again meant Power Automate Desktop :). If so, then there are no in-built actions as of now to copy/move worksheets but you can always write a vbscript or a VBA macro and call it within PAD.

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