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Connecting 2 excel workbooks and updating columns

Hello, I wanted to kindly ask for assistance with Power automate flow please. 

I have two excel workbooks in one drive: one is my personal tracker workbook that has several columns but I only want to automate two columns named Audit 1 and Audit 2.  Based on the data I am auditing, when complete in the Audit 1 column I will always type the word "complete" in every single row, and Audit 2 I will always type the phrase "ready to file". in that column for every row.

The other workbook is the master tracker, which is tracked by supervisors. It has different columns than my master tracker, the only exception are Audit 1 and Audit 2 based on what I enter in my personal tracker.  They want to track my progress and see when these audits are complete in this master tracker.  So my question is each time I update Audit 1 and Audit 2 columns in my own tracker workbook, how can I make it so that the master tracker workbook Audit 1 and Audit 2 columns also update with the same data?  Thank you for any insight and help!  I am new to automate.

1 ACCEPTED SOLUTION

Accepted Solutions
v-litu-msft
Community Support
Community Support

Hi @hazeleyes86,

 

To sync the two Excel files, these points need to meet:

1. You should have permission to view and edit the two Excel files.

2. The two Excel tables should have a primary key, unique code for each row.

3. Your personal tracker workbook should store in a specified SharePoint folder or OneDrive folder, and the folder has only the workbook.

 

Then following these steps to get all rows in your table when the Excel file is modified->find the related row in the supervisor's Excel rows -> then update row:

Screenshot 2020-12-21 152741.jpg

 

Screenshot 2020-12-21 152958.jpg

 

Best Regards,
Community Support Team _ Lin Tu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

2 REPLIES 2
v-litu-msft
Community Support
Community Support

Hi @hazeleyes86,

 

To sync the two Excel files, these points need to meet:

1. You should have permission to view and edit the two Excel files.

2. The two Excel tables should have a primary key, unique code for each row.

3. Your personal tracker workbook should store in a specified SharePoint folder or OneDrive folder, and the folder has only the workbook.

 

Then following these steps to get all rows in your table when the Excel file is modified->find the related row in the supervisor's Excel rows -> then update row:

Screenshot 2020-12-21 152741.jpg

 

Screenshot 2020-12-21 152958.jpg

 

Best Regards,
Community Support Team _ Lin Tu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

So sorry for not responding originally, I greatly appreciate you taking the time to compile all this information, including the screenshots and convey it to me.  THANK YOU for all your help!

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