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Transferring data from SharePoint to an existing Excel spreadsheet

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Posted on by shikha_ru

Hello,

I have created a flow that extracts data from SharePoint site to an existing Excel spreadsheet. When I choose the 'Location' and 'Document Library' for the excel file that I need the sharepoint data to go into, I don't see the shared OneDrive with my team. In other words, I only see my private OneDrive folder that has a copy of the Excel Spreadsheet. The copy is only accessible to me.

Ideally, I want to locate the shared OneDrive folder and use the Excel file that is shared with my team so every time we update things on SharePoint, my team members don't have to download the excel file and edit the power automate flow with their location of the downloaded excel file. If we have the shared OneDrive location on the flow, no one would need to download the excel file and edit the location, as each employee has the shared OneDrive with the team on their computers.

So, I need help with how I can get the shared OneDrive 'Location' and 'Document Library' in my flow, instead my private OneDrive. I hope I have explained my concern properly. I'd appreciate any help/suggestions. Thank you!

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David- 1,254 on at

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OneDrive is individual and that would be all that you would see. You can either move the file to your OneDrive and share it with those who need access, or put it in a SharePoint document library where everyone who needs access is a member. Another option would be to update the credentials of your workflow to run on the credentials of the person's OneDrive where the document of record is stored.

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shikha_ru 18 on at

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Hi David! Thank you for your help.
Just a follow up question to that, would you be able to suggest anything about sharing the excel file on the SharePoint document library, how can I do that? Would I have to create a new SharePoint site and put the excel file in there?
Thank you, once again!

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David- 1,254 on at

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You could create a new site, but if you have an existing SharePoint site you could store it there. Sharing a file in SharePoint is basically the same as sharing a file in OneDrive. Depending on how the owner of the site has configured sharing, you may need to be a site owner. Even if you are not an owner, you can still share the file, but the owner will need to approve the sharing first (although the owner can configure the site to skip this). Sharing in SharePoint: https://support.microsoft.com/en-us/office/share-sharepoint-files-or-folders-1fe37332-0f9a-4719-970e-d2578da4941c

Of course, if everyone who needs access to the file is already a member of the site, you don't need to do anything as by default they would have access unless the document library where it you store it has unique permissions.

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