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Collis2135's avatar
Collis2135
Copper Contributor
Mar 29, 2021

Updating a master excel doc on sharepoint from emailed sheets

 

Hi All,

 

I have a master spreadsheet with columns A-V all manually populated. However there are issues with populating the data to go into columns W,X,Y currently, therefore I want to automate the process.

 

Currently people send a file to an admin team to update the master doc (located in sharepoint), however I think it should be possible to automate this, by picking up the emailed workbook and taking the relevant data to update the master.

 

I know I will have to create a new unique field in order to make this work, but firstly:


Can I do this?

Is power automate the best way?

 

Example of my master sheet:

 

 

Then my input sheets would look something like:

 

But there would be LOTS of these, several submitted each month by several members of staff, hence why i am suggesting picking these up from an email (I'm assuming I would need to create an email template with fixed text so power automate could pick up - or could it do it from the attachment name?

 

Thanks in advance

Microsoft Flow
PowerApps
SharePoint
  • RobElliott's avatar
    RobElliott
    Silver Contributor
    Mar 29, 2021

    Collis2135 Rather than an email template you might be better using a form in Microsoft Forms for the users to submit their data. The flow can pick up the submitted details easily.

     

    Rob
    Los Gallardos
    Microsoft Power Automate Community Super User

    • Collis2135's avatar
      Collis2135
      Copper Contributor
      Mar 29, 2021
      Thanks Rob, I did wonder about forms initially, but had concerns about the accuracy of data entry and the ability to create a unique identifier.... not necessarily an issue, but I would need to brush up on my forms knowledge too!

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