I just got the permission to try out Power Automate.
We have only one thing running in Excel via VBA and should replace it with a new solution:
What does this Excel VBA:
Filtering Column A for each value in Column A
Copying the filtered content and create a new table with only this content
Take this new table and create a mail-draft for a recipient (mail adress is stored in another column)
Close table/Delete table
next record out of filter array based on Column A
I find many tutorials for Power Automate with iteration over arrays but i have no clue how to generate this initial array of possible criterias out of column A - the part with sending mail (and creating HTML tables within this mail) is shown often.
In addition to asking for access to Power Automate, also ask permission for Office Scripts. This allows you to record (and write) Office Script macro's which you can call from your Power Automate Flows.
The Script bit is needed to manipulate the Excel file and update the separate tables.
See this page for a starter on Office Scripts:
https://jkp-ads.com/Articles/Excel-office-script-basics.asp
And this one for some example scripts:
https://jkp-ads.com/Articles/Excel-office-script-examples.asp
It sounds like you should be looking into Office Scripts. You can find Microsoft's examples on Office Scripts under the Samples section here. And you can find the Stackoverflow forum on Office Scripts here if you have any specific questions.
Related
I'm using PowerApps to modify a list (list A) in Sharepoint. Some of the data displayed in this list is from another list (list B), displayed using lookup. Every week I update list B, with data I get from a automated email. The email contain a excel spreadsheet.
I would like to automate this, but I've run into so many issues I'm not even sure it is possible anymore.
This is my flow:
To my knowledge, it isn't possible to update a list directly from a excel file, unless the excel file is formatted as a table. Instead I have a empty file on my sharepoint that I update, which I later try to use as the source for updating list B.
Sadly this file is either locked by myself, or it won't recognize my table.
Any solutions to solve this problem would be helpful!
Just insert a create table step into the flow.
So you will:
Receive an email with the new Excel file.
Save that temporarily in a secured spot.
Create table on the data required.
Use the table to update the SharePoint list.
I've done that, then I've taken the data listed and added it to a SharePoint list using sample data from a website about single board computers, here:
I want to compare 2 excel files using Power Automate which are stored in SharePoint Documents , and if any of the column rows contains another values , a mail should be forwarded saying the values are not matching.
So for this i want to create Power Automate Flow
This shall be challening with Power-automate. I personally would go with some code. I believe you have already googled for the same issue.
But I could see below 2 Post which can be of your help.
List item
List item
I have a list on Sharepoint,and I would like to update that list from any excel sheet/file I create "Having same formatting of course". Can I achieve that? I know that you can create a List on sharepoint from an excel sheet "Table Format" but I couldn't find any solution to sync sharepoint list from any excel sheet. Shall I do some scripting to achieve that ? I'm using Excel 2010 and Sharepoint 2010
Do you need to actually do any further interactions with the SharePoint list?
If not, a solution could be to just display the excel sheeet as a Range within a page. https://msdn.microsoft.com/en-us/library/office/ee556820.aspx
Don't think you get my point. Suggesting that you do not use a list at all. Just display the excel sheet directly.
If you do need to update a list from excel, you must use scripting of some kind. Question is if you can call the script from within excel, or it must happen when uploading the excel sheet.
Perhaps if you tell the complete scenario, it is easier to help.
Since I need further interaction with the list, I have decided to go with Access, which provides an out of the box solution. Simply create a blank database and link it with the desired list on SharePoint and that would be it.
I work for a fairly large hospital in their Decision Support Department. We have several tools at our disposal for querying data, but our way of distributing the information could use some work.
We typically run our query and then copy and paste the data into Excel. From there we create graphs and crunch some numbers before sending the Excel file out via email.
We've recently been given access to our own Sharepoint site and so far it looks promising for document distribution. What I'm wondering though is this; what kind of functionality is built into Sharepoint for building reports that run automatically.
It would be great to take a whack of our monthly query to Excel reports and set them up to run automatically via Sharepoint.
I did some reading about Sharepoint lists and that seems promising, but I thought I'd ask here for the best way to go about this - provided it's even possible.
I guess a good first step would be how to create a report in Sharepoint?
I'm going to assume you're using Sharepoint 2013 and Office 2013.
You have a couple options available to you with Excel and Access. Both methods I'll briefly describe can be automated. In either case, you will need Lists, as they can connect to Excel and Access as tables.
For the Excel route, simply choose the "Export to Excel" option in a SharePoint list. This will create an Excel version of your list, but it's more than a static workbook--that workbook retains a one-way link from SharePoint to Excel, so you can refresh the spreadsheet to reflect the most up-to-date version of your SharePoint list. Furthermore, you can link multiple Lists to a single workbook--you'll have to export each list to Excel individually, but each worksheet will still retain its link to its respective list after you consolidate the spreadsheets into a single workbook. You can save this workbook wherever you like, it'll still keep the link. I personally like to set my linked workbooks up with macros that automatically refresh the spreadsheet whenever file is opened, but that's just me. The reason you might consider this option would be to avoid having to recreate the work of creating graphs and whatever other analytics you're doing--you may well be able to set yourself up such that the graphs and analytics pull live from the table that's coming in from SharePoint.
*Do note that changes you make to list data in Excel isn't sent back to SharePoint--this is done to protect your list.
For the the Access route, you can import a list into Access as a table. This option creates a dynamic link to your SharePoint list the same way the Excel option does--the link is one-way and what you do in Access won't be sent back to SharePoint. You can create queries and reports as you normally would after the table is imported.
I need to send Sales Report to my colleagues on the end of every week and I pull the same details from SAP (Stockwarehouse Russia). My question is, everytime I need to do the same steps again and again in Excel i.e. editing and deleting the same columns, applying filters, assigning the right description for the exact same fields, Movement Type etc. And it becomes very monotonous and pathetically time consuming.
So is there a way where I can record the steps I performed and store is somewhere on the HDD so that next time I can simply open Excel, run the program and report would be generated automatically?
What you will need to do is record a Macro
http://office.microsoft.com/en-gb/excel-help/create-or-delete-a-macro-HP010342374.aspx
http://www.dummies.com/how-to/content/how-to-record-a-macro-to-automate-tasks-in-excel-2.html
First 2 links in a Google search...
If you are using Excel 2013. I would higly recommend to use Microsoft Power Query AddIn (PQ). With PQ you can easily connect to SAP, than create some transformation with your data and save this as a "script". WHenever you open this worksheet you will have a fresh data. The adventage is that you don't need to use any piece of code and you can save your operation in few minutes.
Later if you will want to automate this operation you can write simple script (avaliable on the net) to refresh the worksheet and just add the code to send somewhere or if you have a SharePoint you can easily share with your worksheet with Power Query script into the SharePoint and everybody should have acces to your transormed data.
Please check: http://www.microsoft.com/en-us/powerBI/SAP.aspx#fbid=OjGdeZslbeu