Are Excel, SharePoint, and automation flows a combination fit for digital heaven? The ubiquitous spreadsheets remain at the heart of many business functions, and this time the focus is on automating Excel file processes. Consider the task at hand: we have various Excel files for planning purposes. At a planning phase's conclusion, selected rows from these spreadsheets are to be transferred into a SharePoint list to facilitate further work.
The question posed is: what is the most convenient method to automate the transfer of selected rows from Excel to SharePoint? Could utilizing flow-based automation be the answer?
In an attempt to streamline work processes, one may consider the integration of Excel, SharePoint, and Flow. The mix may just seem like the ideal soup for efficiency and productivity. How does it work?
The automation process might beckon the question, what's the best method to copying selected rows from Excel to the SharePoint list? Flow may just have the solution.
With several identical Excel files part of the equation, a Flow must be created for each. This manual process can be tedious and counter-productive. Hence an alternative approach is needed.
Looking first at embedding flow directly within Excel by adding Power Automate for Office Add-in, though straightforward, this requires significant manual setup. Each spreadsheet would necessitate its own flow to operate effectively, which isn't the most elegant solution.
Creating a flow equipped with a "For a selected row" trigger that's tailored to specific files and tables allows the transition of rows from Excel to a SharePoint list. However, despite potential convenience when initiating the flow directly in Excel, each user must install the necessary Add-in, and repetitively, each file requires distinctive flow creation.
Finding a workaround, several methods from SharePoint are examined, such as initiating the flow via the SharePoint library or list containing the spreadsheets. Yet, this would require prior marking of the rows earmarked for the transfer—another layer of complexity.
Frustration with the complexity and limitations leads to the creation of a flow activated through Power Apps—which seems to be the most promising and user-friendly option. This setup allows for a single click to start transferring data from Excel to the SharePoint list. Click here for more information about Excel.
While it has its quirks, the capabilities of the Excel connector offer robust solutions because spreadsheets are deeply embedded in business operations—paving the way for automated synergy between Excel and SharePoint through the clever use of flows.
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