Forum Discussion
Help - new to sharepoint and power automate
I need a few clarifications here. First, the first spreadsheet, you are populating with a flow? Why? A form will directly update a spreadsheet on your site if you connect it to the group. Second, why is the second sheet needed? Could you directly upload the data to a list and then do a little filtering/grouping in a view? Yes, you can directly load data into a list using Power Automate. Steps are "When a form is submitted" trigger and "Create a new item" in the SharePoint Power Automate Tasks. Pretty sure there's a template for that. But I might not quite understand what you are doing with the spreadsheets. I would connect the flows directly to the form, rather than daisychain several based on spreadsheet updates.
shawn_fielding
Hi Shaun - thanks for replying..
I've confused myself here.. and just had another look
I have a microsoft form. The spreadsheet for the form is on the sharepoint and populates when the form is completed.
I did a list using a flow to see how that would work as i have only just started to use sharepoint.
On the spreadsheet that forms produces, i created a second worksheet and on there created some summary info from the main page - I labelled each one of those as a table.
I then created a list for each of the summary tables and used that list as the source for the quickcharts on the sharepoint page -
Looks good but as more forms are completed the lists and the charts do not update as i thought they would- So, I am not a quickchart expert at all, but I do think it takes a manual update as far as my research shows. But it seems there is a flow step that you can use to create a new chart when an item is updated. Here's a bit of documentation about what you can do with Power Automate and quickcharts. https://learn.microsoft.com/en-us/connectors/quickchartip/
Excel should update its internal charts by itself. I am not sure really what would be going on there. I'm sorry I could not be more help.- Thanks very much Shawn.. I will have a read at the documetation...
really appreciate you taking the time to reply
thanks
Ian
