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:
Related
I am trying to use metadata from an Excel file to use for filtering in our sharepoint libraby.
The excel file already contains dropdown menus to pick certain values from, which are then used to create a very lengthy filename. However for our new sharepoint libraby I would like to move those to metadata, so it can be made visible in sharepoint columns and users can filter.
The file is a template that should be filled by users and when ready saved after choosing certain values.
The creation of the filename is done in VBA and therefore all values I want to use are available there.
I've tried a number of approaches I found in forums using e.g. customdocumentproperties and made it work...sometimes... While it worked in the beginning, I cannot make it work now.
It seems changing the metadata is a problem. Creating the metadata fields for the first time worked, but then changing it, did not. I have the feeling I do not understand some basics on this action. Microsoft websites are not of any help here...
What is the best - flawless - way to use VBA to create, add, change metadata in the excel-file that can be made visiblle in the sharepoint library? And are there any typical problems?
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.
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I know this is a little backwards, but unfortunately this is what I have to do based on what I have to work with. Essentially we are getting data from one place, putting it into Excel and then running some pivot tables and then copying and pasting the results to Sharepoint. There is no way of getting the data into SharePoint from its initial source.
So here are the steps I have to do on a daily basis:
Go into 3 lists on sharepoint and delete the current data in there
Copy the data from each excel table and then paste it into the associated SharePoint list
Go into the Titles, etc part of SharePoint and update the file name to append the current date to it(ie change it from Data05032017 to Data 05042017)
I would like a way of automating this on a daily basis from Excel by simply pressing a button via VBA or if there is a way I can accomplish this wia linking somehow that would work too(not sure if its possible, I know you can link from SharePoint to Excel but unsure if you can go in the reverse direction).
So I first would like to know if this is possible and then if it is, how I go about doing 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 have a project in Access where we are using tables that have the customers information. These tables were created by downloading as Excel from another site of ours and then uploading to the Access program.
The problem is that the information on our other site changes sometimes, and we really don't know what has changed on our existing information. When we append a new Excel download it will add customeraccountID's that are not on the table yet, but I need a way of finding out if there are any changes to the existing information.
I have tried an update query, but that makes forms that have a relationship to the customer information tables not show the detail section. From what I have researched, this is possibly due to the update query making the updated table read only.
I have taken an made a query that gives me a list of all the duplicates between the newly downloaded Excel and the existing table, but now I need some way to find if there is any changes. There are 60 columns where there could be changes.
We are not against manually updated our tables if we can find a way of finding out what has changed.
I have considered downloading the duplicates report to excel and running a formula using exact(a2:a61,b2:b61), but then I would have to copy that formula to every other row through thousands of rows. I have no preference to whether we find the changes by Excel or Access.
The best way would be to have Access replace the information when appending the new information, not just drop the duplicates. Which would mean having Access replace the existing data when appending. Is that possible or can a report be created that shows where the information differs?