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Updating spreadsheet

Hello all,

 

I work in automotive, each day we manually update a back order spreadsheet with dates etc.

I've tried creating a flow to automate this but cannot get it to work, also tried searching but everything is a little different to what I need.

 

There's two excel files.

Source file is downloaded each day that lists parts numbers, dates etc, lets call it "BO", file type is .xlsx, data is in table 1.

Spreadsheet we want to update is named "tracker" it is also .xlsx, data is in table 1.

I'd like to download "bo.xlsx" place it in a folder, power automate notices this and checks the data, any new data is then copied to "tracker.xlsx" any date changes for existing data are also updated.

I don't want the rows to be moved on "tracker.xlsx" as there are status columns relevant to each row, these status's are set manually.

 

Any help or clarification would be greatly appreciated.

 

 

2 REPLIES 2
Koen5
Solution Sage
Solution Sage

Dear P,

 

The key in getting this done is what data element is the link/key between the BO and Tracker. There has to be a common data element which ties rows of BO to rows of Tracker. Lets call this for the sake of this message 'KeyLink'.

I assume that the BO lines are unique for the KeyLink (there is only 1 line per KeyLink).

 

In concept you will then do the following:

  1. Read all Tracker lines.
  2. Read all BO lines.
  3. Loop through the Tracker lines (Apply to Each).
    1. Select the matching BO Line with the current item KeyLink (Select Filter).
    2.  Use the output to update the Tracker line (based on some conditions).

Happy flowing,

Koen

Hi Koen,

 

Thanks for your reply.

 

Each row has an order number, job number, part number, description, ETA, there is a sixth containing manually enter data specific to that row.

There can be many combinations of each, the only unique thing is the combination, e.g there would only be the one ord# 123 - on job# 7 - for an oil filter - part#12AB - for Bob Smith - ETA 25/07/2023.

Attached example will explain better than words.

 

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