Copy excel file template in correct folder and fill in with data

[Anonymous34]

Hi everyone,

I want to use Power Automate Desktop to copy an Excel file that contains a template and then save and fill it in another folder.

The problem I'm facing now is that I can fill in the template, but it saves it in the same location. So, if I run the flow again the next day, the template will already be filled in.

I want the Excel template to remain empty, and I want to copy it, place it in the correct folder, and then fill it with the data I have.

I tried using a vbscript, but unfortunately that didn't work for me either.

If you may have other ideas, please let me know

See below how I have it now; ---> %Path_VerslagenFolder% is the folder where i want to save it. 

Thank you! 

[MichaelAnnis]

Getfiles

Copy Files0

Then use %CopiedFiles[0]% to reference the new document.

[Deenuji · Accepted solution]

@Anonymous34 

Please follow the below approach and steps:

• Get files in folder: Retrieve the files in the folder Path_Opslaan_ExcelDocumenten that match *.xlsx and store them into FilesDownloaded_4PS_List.
• Copy File: Copy FilesDownloaded_4PS_List[0] to %Path_VerslagenFolder% and copiedfile would be stored into CopyFiles variable
• Launch Excel: Launch Excel and open the copied file in %CopyFiles[0].FullName% using an existing Excel process and store it into ExcelInstance.

Thanks,
Deenuji Loganathan 👩‍💻
Automation Evangelist 🤖
Follow me on LinkedIn 👥

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[mathiaskjeldsen]

What about setting a variable as a date in front of the file name, so every time an error occurs, it runs the process and saves it in an excel file with a date as prefix? Whenever you get the error, it will be a new date/time, and therefore the name of the file will be different meaning you won't save on top of the same file? I did that in the beginning of this video, and I use it quite often. 

Automate Excel File Opening with Date-Driven Flows in Power Automate Desktop

[Anonymous34]

Hi @Deenuji,

It works! Thank you !!