Jun 13 2023 05:56 AM - edited Jun 13 2023 05:57 AM
I am working on a SharePoint site used to track Change Requests. I am pretty new to using Microsoft services for this kind of use case, but after some struggles, I discovered that I can use a Microsoft Form to track new Change Requests on an Excel sheet that is located within the SharePoint directories. The issue that I am experiencing is that I cannot pull live data from the Excel file.
My objective is to have a SharePoint page named "Schedule of Change" which lists the Change Requests from the excel file on the SharePoint site itself. For example, if a user fills out the Microsoft form and a new row with this submission data is added to the excel file, the SharePoint site should also see this and add it to the Schedule of Change page. In other words, I want the content on the Schedule of Change page to stay up to date with the content of the excel file.
I am pretty open to how the info is presented. Ideally, I would like to have a table on the Schedule of Change page where each change request is a new row, but if this isn't possible, then I will take what I can get.
What I've Tried
I attempted to create a list from an excel file, however it only pulled the data once upon list creation, and it would not update when any new change requests were made.
I also researched this issue on the Microsoft forum and found some pages that recommend creating an automation, but the instructions didn't match what I saw and I wasn't able to automate this successfully.
Can anyone provide instructions on how to read excel rows and add them to a SharePoint page even as new data comes into the excel form?
Jun 13 2023 07:34 AM
Hi @Geocie,
You have two options:
1) Embed the Excel File
Now your Excel file is embedded on that page.
If the form refreshes the file, then you will see the updates.
But this always looks like an excel file and the page might take some time to load
1) With a List and a Flow
Now you have a page and a blank list. You can customize that list view to look totally different, if you like. (using view formatting: https://learn.microsoft.com/en-us/sharepoint/dev/declarative-customization/view-formatting).
But that list is still empty. Now you need to build an automation that fills that list, if a new entry has been submitted.
Now everytime someone enter data into your form, this flow is activated and creates a new list item in the "Change Request" list.
Best Regards,
Sven
Sep 27 2023 05:09 AM
@SvenSieverding Does the questions have to match the columns in the excel file? Needing to do the same thing and having issues with the automate updating the Excel file.