Update Tables on Separate Workbooks

Copper Contributor

I have 2 workbooks. The first one has a table that needs to be automatically updated based on new changes from the 2nd table.  The first one has a blank field for the user to add notes.  The 2nd one changes daily based on updates from the source of the data.

 

I'm trying to preserve the notes on the first one.  How do I update the row of information if it has changed on the 2nd?

 

I'm trying to use power automate for 2 excel workbooks in sharepoint.

1 Reply

@meetbalips 

To achieve automatic updates between two Excel workbooks in SharePoint using Power Automate, you can follow these general steps:

  1. Create the Flow in Power Automate:
    • Log in to your Power Automate account.
    • Create a new flow and choose the appropriate trigger. Since you want to update the first workbook based on changes in the second workbook, you can use triggers like "When a file is created or modified (properties only)" or "When a file is modified (properties only)" depending on your needs.
  2. Add Actions to the Flow:
    • Use the "Get rows" action to retrieve data from the second workbook's table. Configure the action to retrieve the relevant columns.
    • Use the "Apply to each" action to loop through the retrieved rows.
    • Within the loop, use the "Get a row" action to retrieve the corresponding row from the first workbook's table. You can use a unique identifier (e.g., an ID or a common value) to match the rows.
    • Use conditional logic to compare the data from the second workbook with the data in the first workbook. If there's a change, update the data in the first workbook's table.
  3. Updating the First Workbook:
    • Use the "Update a row" action to update the row in the first workbook's table with the new data from the second workbook. You can update the notes field and any other relevant columns.
    • Repeat this process for each row that needs to be updated.
  4. Testing and Monitoring:
    • Test the flow with sample data to ensure it works as expected.
    • Set up appropriate error handling and notifications in case of failures or unexpected scenarios.
  5. Scheduling:
    • To automate this process daily, you can use a recurring schedule trigger to run the flow at a specific time or interval.
  6. Considerations:
    • Ensure that both workbooks are stored in SharePoint and that Power Automate has the necessary permissions to access and modify the files.
    • Make sure the data in both workbooks is structured consistently, and there's a clear way to match rows between the two tables.
    • Keep in mind that Power Automate runs in the cloud, so the updates might not be instantaneous.

Please note that Power Automate's features and capabilities may evolve over time, so the exact steps and actions might vary slightly. Always refer to the latest documentation or resources provided by Microsoft for the most up-to-date information. Since no one has replied to this for over a day and more, I entered your question in various AI's. The text and the steps are the result of the compilation of different AI's.

 

My answers are voluntary and without guarantee!

 

Hope this will help you.