How To Automatically Add Excel Data to a SharePoint List with Power Automate

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  • Опубликовано: 30 май 2024
  • Using Power Automate we can get the data from an Excel table and automatically add it to a SharePoint list. This flow will check the Excel table every morning and not only add in any new records from the Excel table, but also update and records that were modified on that table.
    👍 If you enjoy this video and are interested in formal training on Power BI, Power Apps, Azure, or other Microsoft products you can use my code "Jonathon30" at check out when purchasing our On-Demand Learning classes to get an extra 30% off - pragmaticworks.com/pricing/
    00:00 - Introduction
    00:35 - Preparation: Excel Data in Table Format in OneDrive and SharePoint List Setup
    01:26 - Building a Scheduled Cloud Flow in Power Automate
    02:32 - Configuring "List Rows Present in Table" for Excel Online for Business
    03:50 - Retrieving All Items from the SharePoint List Using "Get Items"
    05:03 - Matching Rows and Applying a Loop for Each Row in Power Automate
    07:05 - Conditional Check: Update SharePoint List if Row Exists, Create New Item if Not
    08:33 - Update Action: Updating Existing Item in SharePoint List
    09:53 - Create Action: Creating a New Item in SharePoint List
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Комментарии • 66

  • @ericsamboy
    @ericsamboy 2 месяца назад +1

    Thank you for this video. Super helpful and easy to follow.

  • @user-ns3ls8kd8l
    @user-ns3ls8kd8l 3 месяца назад

    this was extremely helpful. thank you so much

  • @gavacho131313
    @gavacho131313 7 месяцев назад

    Very helpful! Thanks for posting this vid!

  • @qww760
    @qww760 8 месяцев назад +7

    Great video. I have a question. If I delete an item in Excel, will that item, or can that item get deleted in the SharePoint List?

  • @avery2240
    @avery2240 6 месяцев назад

    huge help ,thanks!

  • @PhongCanhDep2020
    @PhongCanhDep2020 8 месяцев назад

    Great !!!! Thank you very much for sharing

  • @moisestatis5418
    @moisestatis5418 7 месяцев назад

    Great video, thank you. I'll try it.

  • @ZeNex74
    @ZeNex74 Год назад +1

    hopefully this will help me work out how to automate when an email is received to add to an excel sheet in sharepoint or also check and update the cells if required

  • @husalkahli
    @husalkahli 25 дней назад

    thanks a lot man, it was grate

  • @WilsonC15
    @WilsonC15 3 месяца назад

    Great tutorial video created. I like how simple and straightforward it is, and it also explains why we did certain things. I would suggest updating the video again if we get the item directly from the excel table with condition, which takes more than 15 minutes to run if the excel table has more than 500 rows with condition. So I think I should convert it into an array to make things easier and faster.

  • @timgrattidge
    @timgrattidge 9 месяцев назад

    Thanks for this, quick, or maybe long question. I have a List with various column headings. I have a Form being completed by staff to say "They Agree" with something that, Form is exported to a separate List. How do I get the flow to match the user in one List with their answer and update the correct user? Am I missing something here, very new to FLow , but thank you. Tim

  • @harinijaan3779
    @harinijaan3779 Месяц назад +1

    Extremely helpful. You literally saved me

  • @milododds1
    @milododds1 22 дня назад

    What about going the other direction, getting a SharePoint List to update an Excel table? Basically the ability to keep them in synch with each other. Thanks :)

  • @garrettlang9999
    @garrettlang9999 10 месяцев назад

    Thank you so much! I got this to work on my SharePoint list, but I need to be able to filter out rows from my Excel table. Has anyone found a way to do that with this Flow?

  • @monajohnson5538
    @monajohnson5538 10 месяцев назад +1

    Followed this perfectly. Ran great now I get a message that “an action failed no dependent actions succeeded”.

  • @Special_Excel_F_and_L
    @Special_Excel_F_and_L 2 месяца назад +1

    This seems great. But I am wondering how it runs with multiple rows in the table ? "List rows" is limited to 254 unless you turn on pagination. But not sure how fast it will run then. I have data that is gathered 3 times per day with 87 columns. That make it a big data, may be list isn't the best option but that's what I have available online/sharepoint.

  • @kennethgottfredsen767
    @kennethgottfredsen767 7 дней назад

    How does this handle missing values in a column? If the user forget to put a value in the status column while creating a new row, is it going to transfer the row with the inserted values and with the blank value in the status column?

  • @blaschkesita
    @blaschkesita 24 дня назад

    It works well only the first 100 items (rows) Do I have to do anything else?

  • @squid86cool
    @squid86cool 9 месяцев назад

    Hi, Great video!
    I have a problem, in my excel file there are some empty cells which power automate didnt liked. How can I let power automate ignore that they are empty and just copy blank cells?

  • @AlonsoParejawee
    @AlonsoParejawee 4 месяца назад

    Hi! Very useful tips! What if my excel is not in table format? I have a dataset with columns but not in format table. That's how the system pulls in their reports that I want to automatically bulk into a Sharepoint list

  • @carterharris1839
    @carterharris1839 4 месяца назад

    This video answered questions not answered by other answers provided by a google search. Namely that one must identify the part of the spreadsheet that is a table to have access to the column names for pairing. Other answers start assuming this selection has already been made. Thanks!

  • @rvtalentcompliancedepartme931
    @rvtalentcompliancedepartme931 Месяц назад

    how about this issue? I have multiple columns that are empty, can you help me wih this?
    OpenApiOperationParameterTypeConversionFailed. The 'inputs.parameters' of workflow operation 'Create_item' of type 'OpenApiConnection' is not valid. Error details: Input parameter 'item/field_10' is required to be of type 'Number/double'. The runtime value '""' to be converted doesn't have the expected format 'Number/double'.

  • @zemachado0101
    @zemachado0101 Месяц назад

    I successfully updated the SPO list using the excel but for some reason when excel record is deleted, it does not reflect on SPO list. can some help?

  • @jareermohammed6349
    @jareermohammed6349 5 месяцев назад

    Hi if i add another item will it work in second flow

  • @udeshtamang4525
    @udeshtamang4525 Месяц назад

    This one is best vide

  • @luisfernandomacedo1451
    @luisfernandomacedo1451 11 месяцев назад +2

    Great! I had an issue when trying creating my flow. I am getting error message stating it cannot convert String to date type. In My dataset a have two columns formated as dates, and one column as custom, it's storying dates and hours (2023-06-23 01:50). I removed the column from the flow (steps: update and create itens ) and it worked. What should I do to make it work including the columns I've mentioned.

    • @ziyara
      @ziyara 7 месяцев назад +2

      I had this issue too and found that you can fix it by going to the first action "List rows present in table" click "Show advanced options" then select "ISO 8601" in the "DateTime Format"
      Let me know if it works :)

  • @PreneshKp
    @PreneshKp 6 месяцев назад

    what happens if there are same items twice in the title column. like another row with data for laoptop ?

  • @eslamfahmy87
    @eslamfahmy87 5 месяцев назад

    Awesome, but could you share with us share points rules related to the excel file uploaded..like ..
    Shall be saved in Doc library
    Shall be create a site for that file..etc

  • @AdiCristea
    @AdiCristea Год назад +1

    Great tip, Jonathan! What would you recommend for lists and files with more than 10k rows, this process would be veeeery slow, is there another way of doing the same thing faster, please?

    • @akshayraj6704
      @akshayraj6704 Год назад

      +1

    • @Jonathon_Silva
      @Jonathon_Silva 11 месяцев назад +2

      If you select the 'more options' on the loop you can go into the settings and change the Concurrency Control to 50 which allows 50 loops (rows) to run at the same time. It doesn't solve the major issue but speeds up the process a bit.

  • @shabihulhasnain1164
    @shabihulhasnain1164 4 месяца назад

    Hey, whats the limit of excel rows in a file that can be updated in SharePoint, can we update more than a million plus rows from excel into SharePoint.

  • @thurstanp
    @thurstanp 5 месяцев назад

    From all the threads, i dont think updating a SP list from an Excel source is that straight forward. I replicated a similar scenario, but my flow error mentions Status column does not play nice using boolean (y/n) columns. It failed to 'create item'. Back to the drawing board. Thx anyway for your video.

  • @lisanicholson498
    @lisanicholson498 4 месяца назад +1

    Thanks for the instruction! The only problem I am having is in the Get Items filter query. My List and Excel first column heading is "Company Name" so I typed it in as Company Name eq ' and then added the Excel File for company name from List Rows Present in a Table. However, it does not add the Select an output from Previous steps as it does in your flow. Get Items says Bad Request. Can you help me fix this?

    • @chinpin003
      @chinpin003 4 месяца назад

      Same here...look forward to answers

    • @pascalhetmaniok3796
      @pascalhetmaniok3796 4 месяца назад

      I used to have the same problem but it us important that you write: "Title eq'Title' " in the Get items Filter Query and not just the value: 'Title'

  • @emersonr3494
    @emersonr3494 3 месяца назад

    This could be done in both ways? Update an Excel from a SharePoint List, and the way that ur explaining in the video?

  • @healthsis1768
    @healthsis1768 8 месяцев назад +1

    This is great but what if I have a date field?

  • @BigBob8681
    @BigBob8681 5 месяцев назад +1

    If a flow is made using the recurring flow, will it add duplicates or know not to add them?

    • @TozuPug
      @TozuPug 4 месяца назад

      I have been having issues with duplicates with this flow, as there are some empty cells in my Excel, meaning everytime the loop goes over an empty cell, it duplicates the row, regardless if there's data in the other cells in that row.

  • @scottypuffsnr
    @scottypuffsnr 4 месяца назад +2

    Hi All,
    Great video, I am following step by step and can't for the life of me can't get past the Action 'Get_items' It fails every time, I have check ed the path and the detestation. Any thoughts?

    • @user-nr9uy4rg5o
      @user-nr9uy4rg5o Месяц назад

      Same here.

    • @blaschkesita
      @blaschkesita 24 дня назад

      @@user-nr9uy4rg5o make sure both list (excel and sharepoint) have the same type of value

  • @nicvermaak7812
    @nicvermaak7812 3 месяца назад

    Hi, I followed the video step exactely as you did it, however I do not get the results I were looking for. I get the "NotSpecified" error in the new create item in my list. I tried everything to make it work with not avail. Will you be able to assist me and please let me know what information you need to be able to assist me. My methodology is:
    * I export data out of Dynamics 365 to excel and then use power quiry to get the data needed.
    * Created Sharepoint List with the same data fields, this does include an date field.
    * Setup the power automate as per your example but it will not work for the reason above mentioned.

  • @user-lz4pj6zu8b
    @user-lz4pj6zu8b 10 месяцев назад

    Run through this a dozen times an continue to get a failure at the Control Condition. Anyone able to help?

  • @kyoli9847
    @kyoli9847 2 месяца назад

    The flow runs, but nothing gets updated on my sharepoint list, what...

  • @jamiereife5581
    @jamiereife5581 Год назад +3

    Not sure what I did wrong but the run was successful 3 times but the list didn't update...it is blank.

    • @juandiegojp
      @juandiegojp 8 месяцев назад

      I'm having the same issue.
      Did you find the reason why the list is not updating? Thanks

  • @solomonokechukwu7540
    @solomonokechukwu7540 7 месяцев назад

    QUESTION: Please does this still work if your STATUS column on SharePoint is a lookup data type??? the flow shows successful but I don't see the values on SharePoint

    • @MasterIEVC
      @MasterIEVC 11 дней назад

      I have the same issue... actually doesn't update the list with data from Microsoft?? but the flow states it completed successful.

  • @denisehankslifemasterycons2562
    @denisehankslifemasterycons2562 11 месяцев назад

    I was following along nicely, I found the OneDrive location and file but I ran into a problem with the sharepoint file, the App is not finding the location and file I need to update. It is only showing a general shared location on the site, not where a user is sharing a specific file with me. Any suggestions?

    • @Jonathon_Silva
      @Jonathon_Silva 11 месяцев назад

      I believe you will only have access to the files that are stored in a shared location. You may also not be able to view the file due to permissions on the other user's end.

    • @eslamfahmy87
      @eslamfahmy87 4 месяца назад

      Did you create a site via sharepoint ?

  • @chriscoslett6459
    @chriscoslett6459 Год назад +1

    I have the same issue as Jamie...successful but nothing shows in the list in sharepoint...any suggestions?

    • @lisaschneer1398
      @lisaschneer1398 11 месяцев назад

      Same, I read about adding a compose to join the conditions but that didn't help either.

  • @nombrerandom1702
    @nombrerandom1702 8 месяцев назад

    Hi! Is this possible but using excel desktop? (not excel online)

    • @eslamfahmy87
      @eslamfahmy87 4 месяца назад

      Yes, it's working normally with me

  • @jameslarkin327
    @jameslarkin327 10 месяцев назад +1

    I also followed along fully and it runs without an error, but again no update to the list? Any suggestions?

    • @MM-cq8jz
      @MM-cq8jz 10 месяцев назад +1

      Same. I read all replies and it looks like that's a common thing. No response from the creator so I'm assuming he doesn't know either.

  • @jerushamccabe8930
    @jerushamccabe8930 7 месяцев назад

    Hi, I followed this and the first time it worked, but I had an issue with my Excel file so it created a ridiculous number of rows. I tried again, but now I get the error "ActionFailed. An action failed. No dependent actions succeeded." for my condition and raw data shows "expressionResult": false. I watched the video multiple times and I can't see what's wrong with my flow. Please help!

    • @selwyndacosta1748
      @selwyndacosta1748 6 месяцев назад

      same issue

    • @jayryey17
      @jayryey17 4 месяца назад

      Also experiencing the same issue. The only difference I can see between the video and my environment is that there is no dynamic "value" field; rather, the dynamic "body/value" fields are all that show.

  • @This_RuthIsOnFire
    @This_RuthIsOnFire 11 месяцев назад

    :( It's not working! All my test flows failed. I have quite a lot of data to import in the first instance - could this be the reason?

    • @Jonathon_Silva
      @Jonathon_Silva 11 месяцев назад

      If the flow is failing it might be a connection or authentication issue. What kind of error are you getting?

    • @This_RuthIsOnFire
      @This_RuthIsOnFire 11 месяцев назад

      @@Jonathon_Silva Hi Jonathon, thanks for your reply. The error is in the "Get Items" command. I'm getting the following error:
      The expression "Training ID '22'" is not valid. Creating query failed.
      My set up is a bit different to what you've shown. I might try and build it all again and see if I have better luck.