Updating the SharePoint lists when a new file is created in the documents folder

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Posted on by vaidhoo

Hi,

I am a newbie to Power Automate.

I have a PBI report running and the data source is connected to SharePoint list.

At the moment I am manually replacing the dataset in the SharePoint list weekly to get the report updated for the latest data.

I have been asked to automate this process by dropping the latest .XLSX file in the documents folder and in turn that triggers a flow to modify/update/create the list that is connected to report with updated data.

I have two scenarios here:

(1) By comparing the unique id's the whole row needs to be updated/modified in the lists/dataset that is connected to report

(2) If no id's are matching up, new item should be created in the list.

I have been trying out using different methods, no luck so far.

Can someone please guide me through this?

Thanks & Regards,

Vaidhoo

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Using flows

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Shuvam-rpa 897 Super User 2024 Season 1 on at

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@vaidhoo the above requirements can be fulfilled using power automate

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vaidhoo 6 on at

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Hi @Shuvam-rpa
Thanks for your response.
I am fairly new to this space and working on a tight deadline. I have managed to create a workflow by looking into the below link which is closely aligned with the requirement that I'm after.
https://powerusers.microsoft.com/t5/Building-Flows/Automatically-updating-a-sharepoint-list-when-uploading-specific/td-p/1937234
Flow keeps running not sure of why this is happening. Please find the below snapshot.
Thank you,
Vaidhoo

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Shuvam-rpa 897 Super User 2024 Season 1 on at

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please share the screenshot in edit mode where i can see the fields

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vaidhoo 6 on at

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Please find the attached screenshots below:

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vaidhoo 6 on at

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