Supercharge Your Workflow: Automate Excel Data to SharePoint

have you ever wanted to know how to add Excel data into a SharePoint list but you couldn't find an easy way to do this if you answered yes then you have come to the right place in this lesson we're going to show you how you can take this Excel spreadsheet and import the data into a SharePoint list and we are going to do this task using power automate so let's get started we are in power automate and we are going to create a flow but before we do that let's make sure that we save the Excel workbook so I'm going to go to file save as and save the Excel workbook now let's go back to Power automate let's go to create I'm going to select instant cloudflow we're going to choose manually Trigger or flow let's give the flow a name or import Excel to SharePoint they create inside of the manual trigger a flow I'm going to add an input that's going to allow the user to select the file so I'm going to choose file The Next Step is we're going to create a file so go to a new step select or type create file we're going to choose the SharePoint action decide address is going to be our SharePoint site the folder path is going to be a SharePoint document Library they have called drop off Library let's give the file a name I'm gonna call it leave Dot xlsx in the file content I'm going to choose file content from Dynamic content so your flow should look like this so far The Next Step I'm going to do is I'm going to create a five second delay and this is going to ensure that it has enough time to save the file in that location so I'm going to go to new step type in delay but delay action count is going to be five the unit is going to be seconds just like this The Next Step I'm going to do is I'm going to create an Excel table so I'm going to type create table a table the location is going to be the SharePoint the SharePoint site document Library it's a drop-off Library in the file I'm going to choose the name from create file section in the dynamic content now it's asking for a table range so the table range is going to be this formula right here and I will have this formula in the bottom of the description so I'm going to add that formula in the table range and that's all I need The Next Step is I need to use the get files property only action in SharePoint go to new set type in get files right here the site address select it the library name to drop off Library that's all we need The Next Step is we're going to use the apply to each so this step here will allow us to Loop through all the files you know document Library we'll choose value from get files properties only the next step is going to be we need to list the rows that are present in a table so I'm going to choose add an action type in list rows present in a table select it it's asking for a location is going to be the SharePoint site it's called tests document Library drop off Library in the file section we're going to select full path in the table you're going to select enter custom value and type in table one okay The Next Step we're going to do is we're going to apply to each so this by to each action will allow us Loop through all the records in our Excel workbook we're going to select the value from the list Rose present in a table we're going to add another action next action is going to be to create a SharePoint item say item thank you the site address I'm going to select the site with this test list name this is going to be the SharePoint list where we want to insert the records in SharePoint that list name is called TBL underscore second vacation so if I go to that real quick show you what that looks like so you want to put the records in Excel into this SharePoint list once we did that these columns appear now an employee column we need to go to freshen and put in this expression item open and close parentheses a question mark name brackets in in single posts is the column name in the Excel workbook and hit okay I'll do the same thing for sick hours these names have to be exact whatever you have in your Excel workbook as the column names they need to show up right here and we have vacation hours so called vacation hours just verify it employee sick hours vacation hours all right let's save our flow now we're ready to test our flow press import select the file open flow done our flow van successfully you can see that the data from Excel was imported into the SharePoint list

Channel: Data is King

Views: 13,342

Keywords: power automate tutorial, microsoft power automate, power automate microsoft, microsoft power automate tutorial, power automate tutorial for beginners, power automate how to

Id: sK3j40hvnrU

Length: 14min 43sec (883 seconds)

Published: Sun Jan 15 2023