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Power Platform Community / Forums / Power Apps / Import Data using Exce...
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Import Data using Excel/PDF in Power Apps

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Posted on by 986

Hi everyone,
Currently to take in user inputs for registration purpose I am using a simple form structure where in user can enter the details as required. 
For example: Qualification

Sidhant_02_0-1699363532460.pngSidhant_02_1-1699363571883.png

There is a gallery wherein I am showing all the data that the user has entered:

Sidhant_02_2-1699363632690.png

Now to make this more simpler what I want to do is add a button named Import from File, where in there will be the qualifications details for the user and using the file that is uploaded it should save all the details similar how we did using the form (which should be associated only for the current user not others: for which in case of forms I have used the MS365.Id and the Employee Id field).

Filter(SkillMatrix_Certifications,EmployeeId= Office365Users.MyProfile().Id)


My form has multiple sections like certification details, project details, skills, qualifications. So currently I am trying to import one section from the file, but later on if we have to import all the data in their respective field like qualifications should populate in its field not others, how to do that (is it part of AI builder) - {this can be done later}
For now I am focusing one part (qualifications}, in this case if anyone has any idea on how to solve this please do reply it will be helpful.

Regards,
Sidhant.

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  • Sidhant_02 Profile Picture
    986 on at

    Hi @Ali_SZ_365 ,
    Thanks for mentioning the approach, if possible could you also explain on how to build the Power automate to parse and map the fields and the feedback. I have created an excel like the following:

    Sidhant_02_1-1699426890849.png

     

     

    (Converted in to a table)

    Regards,
    Sidhant.

  • Sidhant_02 Profile Picture
    986 on at

    Hi @Ali_SZ_365 ,
    The upload to SharePoint document library is done, I have created a flow for the same
    The Flow:

    Sidhant_02_5-1699509863585.png

     

    (In Power Apps):

    Sidhant_02_6-1699509887410.png

     




    (In Document Library)

    Sidhant_02_4-1699509792512.png

     

     

    Start the flow with a trigger when a file is uploaded in Power Apps or SharePoint did not find any it only shows properties), if possible could you just showcase the steps that you mentioned in PA as there are some differences (that some actions are depriciated)

    Sidhant_02_0-1699507338001.png

     

     Similar to how I have shared the screenshots of the flow (expanding the steps), if possible could you recreate and share that.

    Regards,
    Sidhant.

  • Sidhant_02 Profile Picture
    986 on at

    Hi @Ali_SZ_365 
    Like if this is the file format:

    Sidhant_02_0-1699512874474.png

    Which has multiple qualifications (2) so if user clicks on import from excel then all these qualifications details should be mapped in the datasource and be displayed in the gallery (for the respective current user)

    Like this is the gallery that I have:

    Sidhant_02_1-1699513452248.png

    If we add a Import button all the mentioned qualifications should be populated here and also saved in the SharePoint list which is SkillMatrix_QualificationUser)

    Regards,
    Sidhant

  • Sidhant_02 Profile Picture
    986 on at

    Hi @Ali_SZ_365 ,
    Just a quick update as per the steps mentioned:
    1. Created an option (Upload File) where in user can upload the file to a SharePoint document library (Here I have created a document library named 'DocumentUploads' in my SharePoint site named 'DEMO_PowerApps')
    {which I have mentioned in my reply earlier}
    2. Then now as you said now this file that is been uploaded I have to extract the information from the file

    Sidhant_02_0-1699523012567.pngSidhant_02_1-1699523054597.png

    Sidhant_02_2-1699523083643.png

    Here the expression that I used were:  item()?['UserID'] is equal to triggerOutputs()?['headers']['x-ms-file-last-modified-by']

    Sidhant_02_3-1699523147418.png


    After this I am not sure what should be done, as I am not sure whether this is correct or not as when I tried to save it could not: for the table field I did use expression :  first(outputs('Get_tables')?['body/value'])?['Name']

    Sidhant_02_4-1699523408110.png

     



    Regards,
    Sidhant.

  • Sidhant_02 Profile Picture
    986 on at

    Hi @Ali_SZ_365 ,
    Thanks for the points. I did try to work on one part which is the qualifications in which I uploaded the file to the SharePoint document library which was:

    Sidhant_02_0-1699595028961.png

    And then designed a flow to import the above data in Power Apps for which I used the collection to store the data and then use the same collection to display the data in a gallery, later on I was going to use Patch to submit the data in the Qualifications list.

    Sidhant_02_1-1699595524958.png

     

    Sidhant_02_2-1699595544930.png

     


    But now the requirement is such that in one import itself all the details like Qualification Details, Certifications, Projects, Personal Info should be imported for which the user will need to mention their details in one excel itself (to enhance the user experience; we will be providing the user with the template file which they need to user to enter the details) , but I am not sure for sections like Qualifications, Certifications and Project which can be more than one in that case how can we use one excel worksheet to import all the details

    Sidhant_02_3-1699595646258.png

     

    (Each section has its own form i.e. its own SP list and these different SP List are put together in one page which is Registration Details)

    So if you have any idea about this do let me know on what modifications are needed and the (implementation) steps-by-steps  for it.

    Regards,
    Sidhant

  • Sidhant_02 Profile Picture
    986 on at

    Hi @Ali_SZ_365 ,
    The template will be decided and the user need to fill in the data as per the format one example:

    Sidhant_02_0-1700033291833.png

    (Slight update):

    Sidhant_02_5-1700038408893.png

     

     

    So here you can see in case of Qualification only the highest qualification is been given and for Projects I have given 3 as of now they can add more from the power apps side, skills is divided into 3 sub-types like Primary Skill, Secondary Skill and Soft Skills. Based on this the data should be extracted into their respective fields.

    These are the different data-sources that are being used:
    For Qualifications:

    Sidhant_02_1-1700037686246.png

     


    Certifications:

    Sidhant_02_2-1700037718743.png

     


    Project Details:

    Sidhant_02_3-1700037782431.png

     

    Skills:

    Sidhant_02_4-1700037826704.png

     

    The common column here is the EmployeeId so using that can we map the data in the respective fields (as Qualifications has its own data-source , so on)

    So in this case the structure that I have designed (initially which I explained as my question) is it possible with it or there are some modifications required, if so could you please share them (and if others who might have any idea about this please let me know)

    Regards,
    Sidhant.

  • Sidhant_02 Profile Picture
    986 on at

    Hi @Ali_SZ_365 ,
    I tried the following, I uploaded a file onto my SharePoint Document library created a Power Automate flow to read the data from the file and then pass it to Power Apps in using the HTML response action storing data in JSON format and this result was being stored in a collection when I called the flow

    Sidhant_02_0-1700205982356.png

    So now I thought of combining the process of uploading the file to SP document library and then using the same file to extract the content from it for which I created a new flow:

    Sidhant_02_1-1700206137332.pngSidhant_02_2-1700206170665.png

    Sidhant_02_3-1700206198042.png

    In Power Apps I added an attachment control (extracted from a form) and then on the button used the following expression:

    ClearCollect(excel_Import, 
     storeFileSPImport.Run(
     {
     file: {
     contentBytes: First(SampleFile.Attachments).Value,
     name: First(SampleFile.Attachments).Name
     }
     }
     )
    )

    But on executing got this:

    Sidhant_02_4-1700206300061.png


    The file that I'm trying to upload is in the proper format

    Sidhant_02_5-1700206349316.png


    So any idea what is wrong, and how to resolve the issue.

    Regards,
    Sidhant.

  • Pstork1 Profile Picture
    68,923 Most Valuable Professional on at

    First, You aren't using the right Id when retrieving the file. You are using the ItemID, which will get you the metadata not the file. the File Identifier is an encoded relative path. There should be an Identifier entry from the trigger

     

    Second, you can't use the contents of the file in a Get Rows action. You have to give the action the path to the file in the SharePoint document library.  That's why you are getting the errors. I tested this with an Excel file with a Table called "Books" and it worked.

    image.png

  • Sidhant_02 Profile Picture
    986 on at

    Hi @Pstork1 ,
    So once I upload the file to the Sharepoint Document library (in the first two actions),  I should be adding 'When a file is created or modified (properties only)' action in which I will specifying the Site address (here DEMO_PowerApps) and the Sharepoint Document library name (here UploadList) and then the 'List Rows present in a table action' which will be having the same site and library address (as the previous action) and in File: (pass the Identifier from the previous step) and this will infer the table name from the file created (from the previous step) {like in your case it was Books}
     
    Is this correct?. I will check this out and let you know if anything is needed.

    Regards,
    Sidhant.

  • Pstork1 Profile Picture
    68,923 Most Valuable Professional on at

     'When a file is created or modified (properties only)' isn't an action its a trigger. You can only have one trigger in a flow.  So that is the trigger that kicks off the flow. It will trigger whenever a new file is uploaded or a newer copy is uploaded.  Each file uploaded will need to have the same Table name and structure or it won't work.  And I'm not sure what you mean by File: here? That is used if you start the flow from Power Apps rather than use an automatic trigger.

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