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RBMadsen
Frequent Visitor

From XLS to MS Planner

Hi All

I'm trying to get a flow going that extracts data from an Excel sheet and import to MS Planner - that is already running. My problem is that the excel sheet is updated every 15 minutes (a query from the ERP system) with new data. When my flow is running it creates the same task for each run. Basically I just need the list of tasks in planner to be update with newly added or deleted lines in the excel sheet. Hope someone can help with how the flow should look.

Thanks in advance

Ronni

6 REPLIES 6
Geeks_D
Multi Super User
Multi Super User

Hi, 
You can make this happen if the values in the Excel sheet include a date and time value 
You List rows present in the excel and check for any items that match the last 15 mins from the current time 

 

Hi Geeks_D
Thanks for your input! For now I don't have a time stamp in the columns and I am not sure whether that can be added in the export from the ERP system. 

All lines have a unique reference number, so I was hoping it could sort out already existing lines based on those.

Geeks_D
Multi Super User
Multi Super User

Ok this is doable 
If you make the unique reference number the Task title or add it to the task title 
Depending on how you manage the planner tasks and bucket 
You can get the list of the current tasks inside a bucket and check the title against all the values from your excel data 

The ref no is is the task title

All tasks are imported to the same bucket.

So basically I have to think in reverse? Rather than importing from Excel and comparing, it should compare and then import? 
Could I trouble you and ask for guidance on how the flow should look?

Geeks_D
Multi Super User
Multi Super User

Yes you got it absolutely right 
Although you will get all the details for both data source(Tasks and Excel) to compare the values 

Geeks_D_0-1703159533296.png

List tasks in the bucket 

Geeks_D_1-1703159564336.png

Parse JSON for the body of the response 
A Select action from the Parse JSON to pick out each task title (All this will store the values inside the array)
Get all you items from the Excel Sheet 
Parse the JSON as well 
Select the Task title values 
The Filter both Arrays together for missing value 
Apply to each of the results to create tasks in the buck 
Check the average time the flow completes to set the frequency so you do not have overlapping runs 
Happy to help further for any steps with issues 

RBMadsen
Frequent Visitor

Hi again

 

Sorry but it seems you've lost me completely 🙂 Unfortunately I don't have beginners luck understanding this.

I've set it up as below, but not sure if correct. Anyway, not sure how to handle it from here?

Thanks for your assistance on this

RBMadsen_0-1703164041021.png

 

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