how to make an excel file shared in sharepoint

Send an email with the file as an attachment.Create a file in SharePoint with the content of the template file.Our flow will execute the following steps whenever it is executed. Thanks to Matt Collins-Jones for giving me the hint to this solution. We then copy that file in SharePoint and fill it with the needed data. Within the template, we will create a table that will be used by the action. The idea is to create a template excel file that will be stored on SharePoint. Some have the root of the SharePoint Site as a start and some do already start in the “Shared Documents” folder. The actions of the SharePoint trigger are not uniform when it comes to the root folder. One could think that that is what needs to be provided when handling dynamic files as well, but actually we need the GraphId of the file. When choosing a file that exists the Action will show the file Path. The UI of the actions of the Excel connector is a bit misleading here. The Actions of the Excel Online connector do need the file to exist either on OneDrive, or SharePoint. The first problem I encountered was that it is neither possible to create an excel file from scratch nor to change it just in “memory” of a Power Automate flow.

There are some pitfalls one must know about and avoid. While creating the flow(s) it got clear that this first thought/impression was quite foolish.

Should not be a big deal and not a problem at all”. I quickly logged into the Power Automate portal and searched whether there is an excel connector. Since it is crucial for the event Organizers to have a correct list of persons that have registered (and therefore will participate) one must send this information to the Organizer.Įxactly that is what a customer brought as a requirement to me a few weeks ago. The handling of Dynamics is centralized and not every event Organizer has access to the system. Let’s assume AB Company is using Dynamics 365 for Marketing and manages events within this module. This means the step “Get GraphId” is not needed anylonger. Therefore, I will provide step by step description of how to do that.Īs mentioned by Alex in the comments the “Create File” step does output the GraphId of the new file.

Creating those dynamically can be a bit tricky. In this article, I will describe how to create an Excel file dynamically with Power Automate and fill it with data from the Common Data Service.

How to make an excel file shared in sharepoint