Forum Discussion

Lpatterson7's avatar
Lpatterson7
Copper Contributor
Jun 14, 2022
Solved

Automated Daily Data Append to SharePoint List or Excel Spreadsheets

I download a report every day that contains data that needs to be split and appended to 18 different Excel spreadsheets stored in SharePoint. The data contains one field used as criteria for the split (eg the field "Practice" contains the 18 practice names). At this time, I copy and paste the data to each spreadsheet every day. the goal is to automate this process. I am wondering if there is an option to "append" these files as SharePoint lists? I am open to any suggestions to automate this process as this is very time consuming and I need a better way.     

  • RobElliott's avatar
    RobElliott
    Jun 16, 2022

    Lpatterson7 your excel spreadsheet needs to be formatted as a table, then in your flow select the Excel Online (Business) list rows present in a table action.

     

    Rob
    Los Gallardos
    Microsoft Power Automate Community Super User

4 Replies

  • RobElliott's avatar
    RobElliott
    Silver Contributor

    Lpatterson7 the obvious way to do it is with a flow in Power Automate. You've not said where you source data is stored, but once you've downloaded it you could run the flow manually, get the rows then add a Switch control which looks at one specific field, in your scenario this is "Practice". You can then have up to 27 "cases" and in each case you add the action you want to be performed. So case Practice is equal to Los Gallardos then add a row to spreadsheet LosG, case Practice is equal to Corvera then add a row to spreadsheet Corvera, case Practice is equal to Mojacar then add a row to spreadsheet Mojacar and so on.

     

    Rob
    Los Gallardos
    Microsoft Power Automate Community Super User

     

     

    • Lpatterson7's avatar
      Lpatterson7
      Copper Contributor

      RobElliott Thank you for this! It looks pretty simple, but I have not yet mastered Power Automate. I will take some crash courses and try this as soon as I understand it a bit more. 

      • Lpatterson7's avatar
        Lpatterson7
        Copper Contributor
        Rob, my data is stored in an Excel Workbook on a SharePoint site. The Workbook has 3 Worksheets, one of which I will be connecting to when retrieving the data. I messed around with the steps you provided but am not seeing "ProviderPractice" (your example: "Practice" as a choice in the Switch. This leads me to believe I am not locating the data properly. Currently I have tried: "Get Worksheets" (excel) and "Get a Row" (Excel). Neither give me the fields to choose from when I am creating the "Switch". I hope this makes sense. Thanks in advance for the help.

Resources