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Power Automate - Flow to Add Update Delete items from Excel to SharePoint - Part 03- Full Build 

Jamie McAllister
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It's often useful to be able to synchronize Excel items with a SharePoint list. Here we take the modern Power Automate experience to Add and Update items from Excel to SharePoint and Delete any items in SharePoint that are no longer needed.
For access to resources supporting this and other videos consider joining us on Patreon;
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The Date Time formula mentioned in the video is;
@{addSeconds('1899-12-30 00:00:00',int(formatNumber(mul(float(items('Apply_to_each')?['TargetDate']),86400),'0', 'en-us')),'yyyy-MM-dd HH:mm:ss')}

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14 окт 2024

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Комментарии : 220   
@JamieMcA
@JamieMcA 3 года назад
At 25:09 I've reviewed the video and I see the confusion, looks like the video jumps. I select "Current Item" (which has the section heading Apply to each - Add new and changed items and is probably right at the bottom of your list). The reason being we are iterating through the keys in the MyExcelKeys array and seeing what matches in the Intersection. Hope this helps!
@bentaybijamal6191
@bentaybijamal6191 3 года назад
Thnaks for the video :) Very helpful. you choice"current item" of what ?. In your video I see just "current item" of "apply .. SP keys" and ""current item" of "apply...delete SP keys". you dont have the choice "current item" of Excel... Here you compare Intersection with "current item" of Excel, if not add/create new records from Excel.
@JamieMcA
@JamieMcA 3 года назад
@@bentaybijamal6191 Please see the pinned comment above that covers this point.
@RichardJones73
@RichardJones73 8 месяцев назад
Thank god you cleared this up!
@stephenmagee9236
@stephenmagee9236 4 месяца назад
Outstanding video and solved something we were working on today. For viewers-don’t forget enabling pagination on both the excel and get items SharePoint steps.
@davidcampling1686
@davidcampling1686 10 месяцев назад
Thanks for sharing this, Jamie. Exactly what I needed for a challenge at work. I incorporated the formula shared below for the "Apply to each Populate SP Keys Array" issue. It also worked well with the trigger "When a file is created in a folder (deprecated) " which resulted from a different flow. Really appreciate your explanation and method of teaching .
@jareermohammed6349
@jareermohammed6349 9 месяцев назад
Hi when I create this flow, it brings same data when it runs second time creating multiple same data in list any solution
@elakkyavengadasan1308
@elakkyavengadasan1308 6 месяцев назад
​@@jareermohammed6349 how you resolved this issue
@mjstpa
@mjstpa 2 года назад
This is fantastic and your tutorials are very forgiving for the novice user, like me 🙂. Also, I noticed that in 'List rows present in a table'; 'Advanced Options' there is a TimeDate Format field that can be set to 'ISO 8601', which eases the Expression items Date and Time issues in Compose steps. At least that worked for me in my Excel to SharePoint update flow.
@theodorcara
@theodorcara 3 года назад
This is Excellent! Thanks a lot Jamie for such a clear step by step flow creation. I love it!
@jhl7610
@jhl7610 4 года назад
Hi Jamie, this is tremendous work both content- AND stylewise. I especially like how you leave time to the viewer to conduct the steps by themselves and also go into details when it comes to the nitty gritty expressions. Your Flow works for me, but only the first time. Let me get into the details of what is not working starting with the overall use case: My use case is that my enduser is to update the table content within the stored Spreadsheet. That can result in him adding or deleting rows within the spreadsheet. To finish things off, the user then diminishes or enlarges the new table accordingly. He saves it and leaves. In my case the first table I uploaded counts 21 rows and is hosted in a Onedrive folder. I save it and let the Flow run and everything works properly. I succesfully move rows from excel to SP. But now the odd things happen. I now enlarge the table to 84 rows, adjust the table accordingly, save and leave. Then the flow starts as scheduled and is now supposed to add the new rows automatically to the SP list. However here my flow crashes. To be concise it crashes at the first 'Apply to each'-loop, at the Compose Action. It runs smoothly all the way to the 21st item and crashes at the 22nd. This must have something to do with excel reckognizing the newly sized table properly. I have tried hosting the Spreadsheet both in a SP folder as well as in a Onedrive folder and it does not change the outcome of crashing. Do you have any guesses why this happens or more importantly how to solve this issue?
@JamieMcA
@JamieMcA 4 года назад
Thank you for the detailed feedback, this is really appreciated. In a case like this it's important to go into the run history as you see me do in Video 3 and find out exactly what happened. I don't see a reason why extra rows would cause a failure but it's essential to peek at the actual runtime data and messages to determine the issue. Have a look and let us know what you find.
@jhl7610
@jhl7610 4 года назад
Hi @@JamieMcA, thank you for your reply, highly appreciated you taking the time. I will retry and will let you know.
@jameschurch510
@jameschurch510 Год назад
Just came upon this and it was exactly what I was looking for. Thank you!
@JamieMcA
@JamieMcA Год назад
You're very welcome!
@martinryan6151
@martinryan6151 3 года назад
Thank you for this video! Made my life as an analyst so much easier! Nice show piece for Management as well. Tip to those converting dates: build a separate excel sheet that feeds into SharePoint using Vlookups and =Text functions, convert everything to text and lock the sheet. Then hide the sheet, and make the Power Automate flow. No one can break the formulas, easy to format exactly as you like, and you work around those pesky date formatting issues.
@joelthompson1721
@joelthompson1721 2 года назад
I know this is a few years old (Seriously, thank you for this video - it was very helpful 2 years later!)- but I ran into a problem around 25:09. I noticed the comments said it should be "current item" but that didn't work for me. It added everything from change down and not just the current item that had a change. I fixed it for my use by using a similar process to the delete items a step before. took the excel values from an early step, composed again, parsed the json again, and then did the condition on intersection contains body of the parse json like the video shows. (for those with big files - click settings on the excel get rows and turn on pagination and raise the threshold - same with the sharepoint list) .
@leventedex
@leventedex 3 года назад
This is awesome.... a great learning experience.... But there is a much simpler and faster way to accomplish the same goal. Just fetch all items from the SP list and delete them all... then fetch all items from the Excel table and for each apply create new items in the SharePoint list. I have done this for a list with about 150 items and the execution time is under 3 minutes. Also a heads up if you have more than 100 items in a SP list you have to turn on pagination; otherwise you will get only the first 100 items. Again thank you for sharing this as it taught me a lot about power flow.
@JamieMcA
@JamieMcA 3 года назад
Hi Levente, I have some other videos that show that method too, and others that do a true update and maintain version history.
@benthomasau
@benthomasau 2 года назад
@@JamieMcA are you able to link to the other video that shows the 'delete all and create all new items' method? I can't seem to find it on your channel. I don't need to maintain version history, I just want to wipe what's there and replace with updated list. Cheers.
@squid86cool
@squid86cool Год назад
Fantastic! It worked!! Thank you so so much! Also thank you for the pinned comment below. But I got an error about the expression for the date in the excel compose. i tried the excel field instead (just like the other "normal columns") and it worked, the date ends up as a date in SP, so I dindt had to do any expression for the excel array, only for the SP one.
@sonseeharay
@sonseeharay 3 года назад
Thank you for the video. It is really helpful. Works like a charm.
@allybartz5398
@allybartz5398 4 года назад
So grateful for you, Jamie!! You are amazing.
@JamieMcA
@JamieMcA 4 года назад
Very kind of you, hope you continue to enjoy the content.
@edgarsimoes6815
@edgarsimoes6815 3 года назад
This is priceless! Everything I needed to my problem! Thank you so much Jamie!
@mikesaraiva
@mikesaraiva 2 года назад
Jamie, thanks for the content. I'd like to know if you could make a flow, that instead of deleting and adding up again the changed itens, we could just use the operation Update Item. And for the records that are not found in the excel table anymore, those would be deleted from the share point list. Thank you!
@pollosos88
@pollosos88 5 месяцев назад
Hello Jaime, Thank you for sharing the information; it's been really helpful. However, I have a question regarding the process. Is it designed to remove and then re-add the data in each cycle? I am asking because when I have information on SharePoint, the intersection variable still appears as if there are no values, even though I can see values in the outputs of the variables. I would appreciate your assistance in resolving this. My goal is to update the existing data if it's present and maintain the same SharePoint ID. Additionally, I want to delete the data if it isn’t on the Excel worksheet but exists on SharePoint, or update it if the data exists in both Excel and SharePoint. Thanks in advance for your help. Best regards
@willemv5679
@willemv5679 Год назад
I've seen several examples on how to add/update/delete from Excel, but this is the most extensive explanation and it works great ! Only one question, what is the maximum records that can be used ? Is it only limited by the pagination of the List rows present in a Table ?
@JamieMcA
@JamieMcA Год назад
It can be large scale with paging, but is limited with throttling by default. Don't have the precise number to hand.
@josefzamfir8717
@josefzamfir8717 29 дней назад
Hi Jamie, found this video very useful and it has progressed my Power Automate aptitude greatly. There is something that has proven a road block for me that I'm hoping you might be able to point me to a solution. I have a form collecting an attachment that goes to both a SharePoint list and an Excel document. I then use the flow from this video to compare the two and update as required. Unfortunately because I am not capturing the attachment in the Excel document, this gets deleted from the SharePoint list on successful completion. Any way that this can be prevented? Oh, and while I'm asking what I consider to be the tough questions, Any way to prevent the flow from breaking when trying to read an empty "Date" record? The Float function doesn't like null.. Many thank in advance
@JamieMcA
@JamieMcA 24 дня назад
I need to ponder your first question a while. May I suggest my error handling Try Catch video for the breaking flow though?
@daviddaichman3957
@daviddaichman3957 4 года назад
Thanks for this BKM, amazing, one question at 25:10 , what value have you entered in condition 2 ?
@samjames1
@samjames1 4 года назад
I had issues seeing that too. I scrolled to the bottom and there is the apply to each that we created for this step. I used this.
@bentaybijamal6191
@bentaybijamal6191 3 года назад
@@samjames1 Hi. if the condition of the interection is false , how flow can know the new records ? via ID ? normally ID is for all
@GMarshll
@GMarshll 3 года назад
Same issue, big piece left out, anyone find out the answer? It looks like it was edited out and then jumped to the next step.
@giovanninieto3628
@giovanninieto3628 Год назад
In the condition for adding or updating new items what item was selected? Was it current item or something else… the video didn’t show what you clicked on. My flow is running but not deleting. Update: the flow runs but is not deleting anything. More than happy to reach out to you via Patreon. Thank you for any response.
@JamieMcA
@JamieMcA Год назад
There is a fully finished export file in the Patreon if that would help. I can also review screenshots for you there to check for errors (within reason).
@AnkitaSharma-nn9ti
@AnkitaSharma-nn9ti 3 года назад
Excellent Video. It's working perfectly fine on my test list as well. Just one question, will it work the same way if we run it for an excel containing more than 10k records.
@JamieMcA
@JamieMcA 3 года назад
There are default throttle limits throughout that you'll need to change. Also the 5k list view threshold in SPO means you'll have to chunk your SharePoint queries.
@gauravk1987
@gauravk1987 Год назад
Hi Jamie, Thanks for this great video. I am trying to update a column of type hyperlink. Is it possible to do it using the schema you showed or what changes can I make?
@johnselman7684
@johnselman7684 3 года назад
Jamie, Thanks so much for this video. It is amazing. Unfortunately, I do have a problem. The workflow works perfectly if I change a cell in the Excel table. It changes the SharePoint list. However, if I don't change a cell in Excel, then the row replicates in the SharePoint list. Any thoughts would be greatly appreciated.
@JamieMcA
@JamieMcA 3 года назад
Is anything about the data e.g. date format being changed when written to SP?
@zemachado0101
@zemachado0101 6 месяцев назад
Thanks', I followed the video and each step but got an error 'Apply_to_each' contains invalid expression(s), and as a result, I can't save the flow.
@chrisnorris1556
@chrisnorris1556 4 года назад
At the Apply to Each - Add new and changed Items part, you set up a condition at 25:09 in the video. For the Excel (MyExcelKeys) You have an "intersection contains ????". Was this the body of items or the value of items???
@JamieMcA
@JamieMcA 4 года назад
The intersection compares the values in the two arrays of objects we created. One array has all the Excel values, the other all the SP values. The Intersection compares the whole lot almost instantly, which is why we use it.
@sangeethavaratharajan8432
@sangeethavaratharajan8432 4 года назад
@@JamieMcA current items of what? you have used
@mikeaimee1611
@mikeaimee1611 3 года назад
@@JamieMcA I really appreciate the video, but you have me stumped on this one. Back to the original question, what goes in that third box after IntersectionArray contains "what"? The video doesn't show you actually clicking on anything, and the result shows a "current item" of some kind.
@JamieMcA
@JamieMcA 3 года назад
@@mikeaimee1611 I've reviewed the video and I see the confusion, looks like the video jumps. I select "Current Item" (which has the section heading Apply to each - Add new and changed items and is probably right at the bottom of your list). The reason being we are iterating through the keys in the MyExcelKeys array and seeing what matches in the Intersection. Hope this helps!
@iagorcarvalhodemelo7418
@iagorcarvalhodemelo7418 2 года назад
Hi, Jamie ! Thank you very much for this masterpiece! In the JSON code of the blocks, the "Title", "Data1", "Data2"... are referred to SP List columns or excel table columns? I'm trying to use this automation for a SP list that has different column names from excel's columns. Thank you in advance!
@JamieMcA
@JamieMcA 2 года назад
In the JSON itself it doesn't matter what they're called. They're the same as the SP columns for understanding sake. Actually the JSON is helping you do the comparison in your Flow to see what is missing before you go to write anything to SPO.
@amytaylor4258
@amytaylor4258 4 года назад
Hi Jamie, this is Amazing! I only want to update existing items or add/create new items (not delete anything). Is this possible using your existing flow and by taking out some elements or do I need to do all of what is in the video? Any help is much appreciated! :-)
@JamieMcA
@JamieMcA 4 года назад
Taking out the delete kinda stops the updates. This older video does updates without delete due to having a key value in your Excel; ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-qxuTVjQbECo.html&t
@kariko07
@kariko07 2 года назад
Jamie, awesome work on this. Slight issue I find.. power automate is caching my excel data, so changes are not being recognised. I have even deleted the excel file and replaced it, still PA used old day. Strange.
@JamieMcA
@JamieMcA 2 года назад
Hi, that is a strange one. Flow runs are stateless. Please check your initial step and that you are querying the Excel sheet that you think you are.
@kariko07
@kariko07 2 года назад
@@JamieMcA thanks for getting back. I left the flow over night, gave up. And during the night the flow processed and was successful every hour without updating the excel data, but never failed. Come 0000 GMT it failed saying it couldn’t find the excel table GUID.. In the morning when I saw this I replaced the original excel with a new one and updated the flow and it now works perfectly :) thank you for taking your time to reach others, much appreciated!!
@georgehouston7256
@georgehouston7256 2 года назад
Thank you for this fantastic solution, very efficient. My particular issue is I have a second SP List that looks up data from the SP List that is being maintained by this solution, so the delete-then-update breaks the lookup connections, the data is deleted, and I have to populate the lookup fields again. Is there a way to have this solution update without first deleting?
@JamieMcA
@JamieMcA 2 года назад
Have a look at this older Flow which just updates without a Delete. Could be adapted to your case. Unique key likely needed for your Excel Rows though; ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-qxuTVjQbECo.html
@georgehouston7256
@georgehouston7256 2 года назад
@@JamieMcA yes I already found it and it works perfectly with a few customizations for my scenarios, thank you!
@thecritico
@thecritico 5 месяцев назад
Excellent tutorial. Thank you.
@sininv1
@sininv1 3 года назад
Hi Jamie, this is really awesome, I have a question. My data is in SP not onedrive. Do I still need to compose and I have a date time field in one column but no ss. How to change the express? Thanks.
@JamieMcA
@JamieMcA 3 года назад
You're saying it's data in a SharePoint list, not an Excel in OneDrive? That's very different and indeed the date processing will be simpler.
@utubemarriott
@utubemarriott 3 года назад
Thanks Jamie, I have followed everthing here. Do you have to delete and add in order to update items? are you able to use Update Item to change fields in the SP list?
@JamieMcA
@JamieMcA 3 года назад
For true updates this other approach is needed; ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-qxuTVjQbECo.html
@ikmalhijazkhalid737
@ikmalhijazkhalid737 3 года назад
Hi Jamie and All, How do I write the schema for the Parse Jason. I am currently stuck at this step as it is not mentioned how to actually write the schema. You did mention that you copy and paste the schema from somewhere else. Please kindly help me on this issue. Thanks!
@JamieMcA
@JamieMcA 3 года назад
Hi, thanks for the comment. I paste the schema in for brevity, but you would usually type it, following the form in the video. If you want a copy of the JSON used that's available in the Patreon group for download.
@reneweber6550
@reneweber6550 3 года назад
You are amazing. Thank you for this great flow. I´m also looking for a flow from Sharepoint to Planner (new Task and update). Can you help me?
@JamieMcA
@JamieMcA 3 года назад
There is a Template built for this here; emea.flow.microsoft.com/en-us/galleries/public/templates/d2888cb0373811e7870df906aa521b7a/on-new-sharepoint-items-create-planner-task-and-assign-to-creator/
@reneweber6550
@reneweber6550 3 года назад
@@JamieMcA Hallo, i have found this link also, but my problem is, that i want also update the task title if the title was update on sharepoint
@Mathf18
@Mathf18 3 года назад
Hello Jamie, Thanks for the demo, very nice stuff, i would like to change some Sting for a number in my excel step, but in the JSON i keep getting a error saying a number was expected but it got a string. In my excel everything seem good, i have number in cell i need. I Have change the string portion in the JSON for a number. So im a bit confuse, otherwise, if i let everyting in a string it work.
@JamieMcA
@JamieMcA 3 года назад
Has the data type of the cells in the Excel been changed?
@aaronrogers7092
@aaronrogers7092 3 года назад
Hi Jamie, Any thoughts on how to Update items instead of When a row/cell has been updated - it just creates a new record with the update and deletes the initial one? Thanks!
@yalgarr-clashroyalclan-aqu4663
@yalgarr-clashroyalclan-aqu4663 2 года назад
Hi Jamie, Thank You very much for the video. However, I am getting the below error for the Date and Time field Flow save failed with code 'InvalidTemplate' and message 'The template validation failed: 'The inputs of template action 'Compose__-Excel_Content_' at line '1 and column '2212' is invalid. Action 'Apply_to_each' must be a parent 'foreach' scope of action 'Compose-__Excel_Content_' to be referenced by 'repeatItems' or 'items' functions.'.
@JamieMcA
@JamieMcA 2 года назад
The validation doesn't like something. It's a case of double checking, maybe even removing the action and re-adding it (as clearing the validation in a Flow isn't always straightforward)
@keithpowell4614
@keithpowell4614 4 года назад
Hi, this video has been really helpful and allowed me to create an updating sharepoint list. however for some reason one field is not pulling through to the Sharepoint list. Is there anyway of getting some advice on this problem?
@JamieMcA
@JamieMcA 4 года назад
What is the data type of the field in question? If it's lookup for example I wouldn't be hugely surprised.
@pratikdarak8863
@pratikdarak8863 4 года назад
Hi Jamie, Could you please provide any resource on how to validate an excel file before proceeding like is that file already present on onedrive or not?
@davidr___
@davidr___ 9 месяцев назад
Is there a way to do the opposite, i.e. have any changes made to a SharePoint list update an Excel spreadsheet? Ideally both flows would work in tandem so that changes can be made to either the SharePoint list OR Excel and these would be captured via the Flow.
@JamieMcA
@JamieMcA 9 месяцев назад
You can operate on an Excel sheet in the same way indeed. You can use the basic of the Flow in the same way but swap around the data sources and make adjustments.
@ericbauwens1642
@ericbauwens1642 3 года назад
What would need to be changed so that only new items get created and no updates are required? I am trying that figure that one out. Thanks.
@JamieMcA
@JamieMcA 3 года назад
The earlier Flow videos I created cover this case. It's actually very easy to achieve.
@setinchin
@setinchin 3 года назад
hello Jamie, I am getting an error from Parse JSON Excel Content: 'Invalid character after parsing property name. Expected ':' but got: ". How do I resolve this? Thank you!
@muhammedirshaad
@muhammedirshaad 4 года назад
Your videos are done really well, kudos! I just have one question. How would you build your flow if you were to use "When a file is created or modified (properties only) trigger? I have a contains condition upfront to check if the filename contains a particular word. If yes, than i start with your example. The files that come into the folder have similar names but are dated and have the same schema... After using Identifier for File name in "List rows present in a table" what do i do from Apply to each?
@JamieMcA
@JamieMcA 4 года назад
This approach really needs a table defined in the Excel file, though there have been workarounds posted by John Lui to get around that. When you say same schema the table is also in there? I think using this with such dynamic content is a tough ask.
@sininv1
@sininv1 3 года назад
Hi Jamie, can I know how to get the Parse JSON Schema I try using from excel. Thanks
@lindt4-w2x
@lindt4-w2x 4 года назад
Hi Jamie- this is great work and a great video! I have a problem though. I have a SP list with many columns that don't match the Excel spreadsheet. I want the values in these columns to remain during any updates of the matching columns. In your previous version (without JSON), there wasn't a problem. With this new version, I'm finding that it is updating the row and clearing the values from the non-matching columns. Any ideas? Thanks!
@JamieMcA
@JamieMcA 4 года назад
That's a tough one. Sounds like your objects will never match if you include everything. How about building the first JSON objects with just the columns that DO need comparison? Then the SP objects that get built for the actual update can be created with those extra columns that need to go up?
@lindt4-w2x
@lindt4-w2x 4 года назад
@@JamieMcA Thanks Jamie- I think it wasn't working because I had incorrectly set up the JSON parsing in the delete step and it was deleting everything and then of course re-creating. Seems to be working now!
@juliashelepkova8612
@juliashelepkova8612 2 года назад
@@lindt4-w2x Hi! I am a bit late for the party. I have tge same issue, where if additional columns are fille in sharepoint with next update the flow deletes and recreates the item from excel. Can you provide more details on how to parse Jason so it would not delete already existing items which have added info in other columns?
@Sd-qp9bl
@Sd-qp9bl 3 года назад
Hi Jamie , its really wonderful video.. but I m getting error in 'list of rows present in a table' if I add select query...it's saying as "inner exception: Term 'supply' is not valid in a $select or $expand expression. Kindly guide this
@JamieMcA
@JamieMcA 3 года назад
Double check your field name
@kavithad2244
@kavithad2244 3 года назад
Hi , I have tried this. It's gud if the Excel rows are below 10...if I add 300 items it's getting duplicated for every run
@adamwillis1299
@adamwillis1299 4 года назад
Massive Learning Curve This One! Im getting all the way to the Last "Add New or Changed Items" on the Test. But Im getting a Failure: The 'inputs.parameters' of workflow operation 'Create_item_-_New_or_Changed' of type 'OpenApiConnection' is not valid. Error details: Input parameter 'item/Agreeing_x0020_Costs' is required to be of type 'Number/double'. The runtime value '""' to be converted doesn't have the expected format 'Number/double'. Ive Checked my SharePoint List, but, i can see a column name Agreeing_x0020_Costs. Any Suggestions??
@cddl629
@cddl629 8 месяцев назад
I am getting the very same error listed above...I made a test change to one row within the excel file to check the delete and replace flow...it does delete the row but gets stuck on replacing it with the updated row....please help ! 😀
@adamwillis1299
@adamwillis1299 8 месяцев назад
@JamieMcA some help would be great.
@raymorrison2177
@raymorrison2177 4 года назад
Hi Everything works great except the date element. My flow runs as far as "Apply to each Populate SP Keys Array" In your video you use an expression beginning with formatDateTime yet if this is being compared to the excel Keys array, you use expression addDays. At this stage of the flow, I have tried both ways but I still can't get past this stage. Any advice.
@JamieMcA
@JamieMcA 4 года назад
There are several examples of this Flow saved as a template in Patreon. This might be useful as there are those without dates, for dates as days only, and also those with time. It might also be worth posting your formula in the forum there so I can take a look at what you have.
@raymorrison2177
@raymorrison2177 4 года назад
Hi @@JamieMcAThanks I have manged to get it to work by applying formula if(empty(item()?['ItemDate']), null, formatDateTime('1899-30-12', int(item()?['TestDate']),'yyyy-MM-dd')) Which was suggested in posts below. It works a treat although it takes a bit of time in the delete stage, even when there are no changes made. Anyway I have really enjoyed learning with your tuition and will join the Patreon as I know I will be using more Power automate in the future. Thanks again.
2 года назад
@@raymorrison2177 Thanks! I had been trying to solve the error for a long time and you helped me to fix the formula, however it does not bring me the data when there are dates in the excel
@davidcampling1686
@davidcampling1686 10 месяцев назад
I had the same issue and I appreciate you sharing the solution . @@raymorrison2177
@GMarshll
@GMarshll 3 года назад
At 25:00, would it make send that if “yes” to do an update to the intersection items? So if “no” then create the items but if yes then update the items?
@citywaits5664
@citywaits5664 3 года назад
what can i do when my data in my date columns in excel is 0? (there is nothing in the cell). The formula in flow does not work for null or empty values
@JamieMcA
@JamieMcA 3 года назад
Make the formula into an IF statement to check for empty and substitute something suitable.
@zimands5
@zimands5 4 года назад
thank you so much for this Jamie. I have been working on one question, that i hope you can help me with. In the second to last step the flow we iterate through the SP items and find whether they exist in the intersection array. If they do not exist in the intersection array, and are therefore not matching delete them, clearing the way for writing any new or changed items in the next step. I would like to update the items in the SP list, rather than deleting them and recreating them. I have a unique identifier for each one (in Title, on the SP list), so i know i can do this. but i don't see how to do it within the logic of this flow?
@JamieMcA
@JamieMcA 4 года назад
Hi Natan, this is correct. It's a bit more challenging to do it that way and you may not want to use the Intersection method at all. One of my older videos better covers your case but be aware that some of the options for a Flow have been renamed since. It can be found here; ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-qxuTVjQbECo.html
@zimands5
@zimands5 4 года назад
@@JamieMcA can i use the same date conversion expression in that flow? i have tried something similar and the int conversion has failed
@JamieMcA
@JamieMcA 4 года назад
@@zimands5 Yes the date conversion should work fine. Check the values you're getting back in the Flow Run History to see why you get a failure.
@noeliaguzman4172
@noeliaguzman4172 2 года назад
Hi Jamie. At 3:17, in the Apply to Each step when I go to include a dynamic output. I don't have "List of Items" as an option under the List rows present in a table section. I have value - list of items, body - list of items, body/value - Item in addition to all of my column items but not "List of Items - List of items" I've associated the List rows present in a table with an excel chart in one drive like in the example of above. It seems this is what's causing the Add new or changed item step to not work as expected. It's just adding duplicate rows. I tried the value and body dynamic options but that's causing an error. Does anyone know why the "List of Items - List of items" option is not available as a dynamic options?? Please help - I'm sooo close.
@A-broken-clay-jar
@A-broken-clay-jar Год назад
The video quality makes it a little hard to follow. It's great content.
@reyespalacio715
@reyespalacio715 3 года назад
Hello Jamie, thank you for your video. How could I create a new item when I have a lookup column in Sharepoint? My excel file has the value of the column matching with the lookup value. Thank you.
@JamieMcA
@JamieMcA 3 года назад
You can update the Field Value to get your value in, check this out; prairiedeveloper.com/2018/01/using-microsoft-flow-to-update-a-field-from-a-lookup-column/
@kimngan8781
@kimngan8781 3 года назад
Hello Jamie, In Parse JASON --> Schema : I don't now how to fill the the data Could you explain detail ? Thank you so much
@JamieMcA
@JamieMcA 3 года назад
Hi Kim, I know the use of JSON is a bit complicated but it makes the solution a lot cleaner. You can type the JSON into the control following the same sort of format I used. If you want a copy of the JSON used that's available in the Patreon group for download and we also have a bunch of extra discussion and Q&A that the community has generated..
@GMarshll
@GMarshll 3 года назад
Is there anyway to run this flow with an OData filter or Unique Value to help with duplication issues?
@JamieMcA
@JamieMcA 3 года назад
oData filters are indeed built in.
@igorbulatovic1047
@igorbulatovic1047 3 года назад
Hi Jamie, thanks for this fantastic tutorial. I have question regarding this. I have different excel files on my SharePoint with same table structure. When I run this flow it update table from Excel to SharePoint but when I add a new file then previous entered data has been removed and replaces with a new one from a added Excel file on a SharePoint. Any Idea how to make this to work? Regards Igor
@JamieMcA
@JamieMcA 3 года назад
You're saying you want this to be additive for multiple sheets? This isn't really designed for that. Perhaps you could grab the multiple sheets in your Flow up front and merge in the array then update from there?
@igorbulatovic1047
@igorbulatovic1047 3 года назад
​@@JamieMcA​I have files that are been created every day with same table structure and I want to fallow Status Update on Items if there are open or closed. But there is no why that I can make this work. Can you create tutorial or share flow how to archive this?
@JamieMcA
@JamieMcA 3 года назад
@@igorbulatovic1047 I'll be happy to put this on the list for a future video. Thank you for the suggestion.
@mhuddlestone8209
@mhuddlestone8209 3 года назад
This looks exactly what I need however I am having issues when trying to connect it to an excel file saved in Documents on Sharepoint. Is this possible with this flow or are some changes required?
@JamieMcA
@JamieMcA 3 года назад
The initial connector should be a SharePoint on, but aside from that it should indeed be possible.
@anetriacain6810
@anetriacain6810 Год назад
Hello, when I use this flow and have it set to recur daily, I find that it will duplicate items that were already on the SharePoint list. Is there a way to prevent that? Also, if an item is updated instead of updating the current item, it will create a new one and keep the older version as well.
@JamieMcA
@JamieMcA Год назад
That's sounds like a slight misconfiguration. Check the steps again.
@GMarshll
@GMarshll 2 года назад
Do we have to create the Schema specifically to our dynamic content or is there a template we can use?
@JamieMcA
@JamieMcA 2 года назад
I put text you can just paste in and adapt in our Patreon space, plus a working export of the Flow itself.
@balaji_906
@balaji_906 4 года назад
Amazing content !! Worth trying it ....!!
@minunnimi198
@minunnimi198 4 года назад
Great video ! With little modifications i got my version which takes excel file from my local folder to sharepoint. Then uses that sharepoint excel to update etc. the sharepoint list. Only problem im now facing is that locks the excel file (me as the user) and doesnt even unlock it after 24hrs. So i cant make it a daily occurrance to update data from local storage. Any ideas on how to get around this issue ? So it works only once, after that fails on the locked excel file.
@JamieMcA
@JamieMcA 4 года назад
Locking can be a real pain with Excel Online but it shouldn't be locking for that long. I do not have a fix to suggest though I'm afraid. Forum time.
@RoBin-ip6fi
@RoBin-ip6fi 3 года назад
Hi Minun, did you manage to fix the issue? I believe I have the same or similar issue. I have a daily file with latest info. When I upload this file to sharepoint (or onedrive) and run the flow to read, is only reading the "original" file (even if I have deleted this one already) so the new files with the update are not working (same collums, same table name, file name, etc...) ideas? can point me somewhere? please/thanks.
@minunnimi198
@minunnimi198 3 года назад
@@RoBin-ip6fi Sadly i found no way around the locking issue. I had to use msgraph api to change the values of the sp list based on my local excel file. If i understood correctly youre trying to just delete and upload a new file with the same name and i am guessing it references to the files by id and not the name so it wont work. If you have worked with api:s you could try with the graph explorer ( developer.microsoft.com/en-us/graph/graph-explorer ). Atleast i couldnt solve my problem with just power automate.
@GMarshll
@GMarshll 3 года назад
Would this flow work between two sharepoint lists instead of excel to sharepoint?
@JamieMcA
@JamieMcA 3 года назад
Same idea, of course. Data source doesn't matter.
@andrewtuck9119
@andrewtuck9119 4 года назад
Hey Jamie, Amazing video, for some reason when I run the create item, it doesn't recognize the items in the array, so every time I run the data i just keep getting duplicates? any ideas?
@JamieMcA
@JamieMcA 4 года назад
Sounds like an issue with the comparison in the Intersection. Check the JSON is identical for both Excel and SP and any formatting on e.g. dates are the same. Check the details in your run history to really zero in on what values are being compared.
@andrewtuck9119
@andrewtuck9119 4 года назад
Jamie McAllister thank you so much I will
@bentaybijamal6191
@bentaybijamal6191 3 года назад
@@JamieMcA Hi. if the condition of the interesection is false , how flow can know the new records ? via ID ? normally ID is for all records. Because in the Video I dont see " Add JUST new recors", maybe this is because there is a duplicate for the majority here
@JamieMcA
@JamieMcA 3 года назад
@@bentaybijamal6191 The key is the whole row in effect if any value has changed we tell this from the Intersection and can delete and replace i.e. update.
@RichardMRX
@RichardMRX 4 года назад
Thank you so much for such amazing tutorial! it is really helpful to bypass the date issue. Here are some interesting inquiries: 1. What if some of the "date" in the excel or sharepoint list is empty? I ran a demo version test, and it wasn't able to process those data: "Unable to process template language expressions in action 'Compose__-Excel_Content' inputs at line '1' and column '22820': 'The template language function 'int' was invoked with a parameter that is not valid. The value cannot be converted to the target type.'". or "Unable to process template language expressions in action 'Compose-__SP_Object' inputs at line '1' and column '22820': 'The template language function 'formatDateTime' expects its first parameter to be of type string. The provided value is of type 'Null'." 2. One of the person below is asking about larger than 5000 rows process. Do you have any advise or ideas about how to run an excel or access to update the list? 3. I tried with 1300 rows, sorry, was just curious, and it took about an hour to run the flow. Is there a way to run the process faster? or possible JSON script that can help to speed it up? I saw one post mentioned API, i think that might be too advanced. :) Anyway, I will be a patron for sure, since you are so awesome providing knowledge to the community! Thank you so much!
@JamieMcA
@JamieMcA 4 года назад
Happy we were able to discuss these points in the Patreon community. Great to have you join us.
@TheSpikegrrrl
@TheSpikegrrrl 4 года назад
You'll get that template language error message if you rename those compose variable actions after you've created it. I had to select the value for the output steps and the dynamic content associated in the compose function for the error to resolve itself.
@alexabracale7773
@alexabracale7773 4 года назад
How can this be updated so that it does not duplicate and only adds records if they are new?
@bonniecheung9999
@bonniecheung9999 3 года назад
Hi Jamie, My excel and SharePoint list contain around 4000 records and it took around 4 hours to run, is that reasonable? Moreover, what if the number of records exceeds 5,000? The solution will only cover the first 5000 records, correct?
@JamieMcA
@JamieMcA 3 года назад
Yes, if greater than 5k you have to chunk any operations with SPO due to list view threshold. With 4k it is slow yes, but you can speed it up by parallel running Flows, but very hard to show that technique in a tutorial.
@headflask
@headflask 4 года назад
Any thoughts on using filter array instead of apply to each and a condition? Using Filter array - from: varExcelArray, varIntersectionArray does not contain item(). Still gets kind of slow on high count lists though. Oh and my flow does the opposite in that it automatically exports a sharepoint to a tabled excel that gets emailed.
@JamieMcA
@JamieMcA 4 года назад
Honestly I wrote 4 versions of this Flow before recording the video. There are multiple ways to achieve the same results with different trade offs. I try to settle on something that works and is explainable! :) Then I tend to get queries on special cases like Dates and blanks and 5k row limit which are answered in the Patreon community or extra videos.
@jareermohammed6349
@jareermohammed6349 9 месяцев назад
Hi I have an issue with this flow when it runs second time adds all same data gain creating multiple same items
@JamieMcA
@JamieMcA 9 месяцев назад
There is likely a typo in the JSON in your comparison step.
@janivishwa8045
@janivishwa8045 3 года назад
Thanks for the video... I tried this flow...It works well when I tried using 10 rows of data...But when I tried using 300rows of data...The data gets duplicated and the flow creates it for all the time when it is scheduled (For example: every 1 minute) please guide
@JamieMcA
@JamieMcA 3 года назад
Check throttling in the query, usually 100 by default.
@janivishwa8045
@janivishwa8045 3 года назад
@@JamieMcA Thanks a lot for the reply... Please guide how to check throttling in query?
@GMarshll
@GMarshll 3 года назад
The flow works great but I continue to get duplicated items during the create item task, do you have an idea why?
@JamieMcA
@JamieMcA 3 года назад
Yes, duplicated items mean the comparison of the JSON arrays isn't right. Possible typo. Go into the Flow Run History and see where that might be occurring.
@GMarshll
@GMarshll 3 года назад
Thank you, this flow was exactly what I was looking for.
@christopherlove8878
@christopherlove8878 3 года назад
Everything working to a point but one of my columns is a choice field example "Category":{"@odata.type":"#Microsoft.Azure.Connectors.SharePoint.SPListExpandedReference","Id":1,"Value":"samplechoice"},"Category#Id":1 and is causing the text '@odata...' to appear in the list from the create item action. Any ideas how to change the format that is held in the array and also to update the SP list?
@JamieMcA
@JamieMcA 3 года назад
That is a Lookup column, not a Choice. See if Flow is offering your a Value version of the field in the list of fields. Also check this out; sympmarc.com/2018/02/05/powerapps-setting-a-sharepoint-list-lookup-column/
@zimands5
@zimands5 4 года назад
thank you so much for this. I am following it very closely. and i have two major questions. 1) does order of items in the the excel table and the sharepoint list matter, or does the intersection function match them up regardless? and 2) my list is much more complex than yours. It has 14 columns, and about 1200 records. when i ran it (only through step 4, building the entire excel array (after the parse JSON and append steps under apply to each) it took 3 minutes, but it looked like it only returned 256 records. Are there limits here that i am running into. If that's the case, then i will simply overwrite the list every time, but i was hoping to avoid that, and make it a more automated workflow. maybe that's a mistake. overwriting the list wouldn't hurt that much at this point. the createdate , modifydate issues don't impact me currently, and i guess as long as i keep that in mind it doesn't really matter.
@ResponsibleXI
@ResponsibleXI 4 года назад
Have you got solution for this?
@AnkitaSharma-nn9ti
@AnkitaSharma-nn9ti 3 года назад
I am also looking for the solution.
@noeliaguzman4172
@noeliaguzman4172 2 года назад
I am also looking for this solution
@trentbrewer3336
@trentbrewer3336 2 года назад
I just found an answer to this! The List rows present in a table has a threshold of 256 by default to improve flow performance. You can increase that threshold (up to 5000 I believe) by clicking on the ellipses, going the setting of "List row present in a table", turning on Pagination and setting a higher threshold.
@dicky4780
@dicky4780 4 года назад
Great tutorial. However when the flow runs no data is appearing in my sharepoint list. The flow has no errors. The test and daily flows run successfully. The analytics show no errors. Any suggestions?
@JamieMcA
@JamieMcA 4 года назад
Check the If condition where you choose to write an item. What is the result? Do the arrays contain the values they should?
@dicky4780
@dicky4780 4 года назад
@@JamieMcA thanks I will check this
@joejoye
@joejoye 2 года назад
I ran into some issues with dates. Some of the value were empty and I was getting an error. I updated the formula: 1.) if(empty(item()['DateField']),null,addDays('1899-12-30',int(item()?['DateField']),'yyyy-MM-dd')) 2.) if(empty(item()['DateField']),null,formatDateTime(item()?['DateField']),'yyyy-MM-dd')) 3.)if(empty(item()['DateField']),null,item()?['DateField']) Also in List rows and Get items - go to setting and enable Pagination and increase the Threshold.
@JamieMcA
@JamieMcA 2 года назад
Totally agree, for empty dates a conditional statement is the only way forward. Good work!
@tonyy8825
@tonyy8825 2 года назад
In the video 14:50, under Compose - SP Object, I cannot formatDateTime when the date is empty. I tried but it is giving me "Unable to process template language expressions....The template language function 'formatDateTime' expects its first parameter to be of type string. The provided value is type 'Null'. Does the empty(item().. need a item()? instead? I tried both but still the same error.
@stevejebson9932
@stevejebson9932 4 года назад
I'm getting a different output format for the Date field between ExcelKeys and SharepointKeys e.g. Excel Input: "2019-12-05 16:07:11", SP Input:"2019-12-05T16:07:11Z", how would i update the AddSeconds(... formula to marry the formats up ?
@JamieMcA
@JamieMcA 4 года назад
I would re-check your format functions as you should be able to fix it in that step.
@pratikdarak8863
@pratikdarak8863 4 года назад
Hi Jamie, I am facing issue with flow, if key doesn't matches in comparison it deleting data from SharePOint List. Could you provide any guidance on this. I have cross verified last 2 for each of the flow..it consist contain condition
@JamieMcA
@JamieMcA 4 года назад
Hi, not sure I follow. For the Add/Updare/Delete version of the Flow it does indeed delete non matching items as they are considered to have been removed. Maybe you could explain the situation a little more?
@pratikdarak8863
@pratikdarak8863 4 года назад
@@JamieMcA hi, thanks for your reply. I am able to understand logic
@sangeethavaratharajan8432
@sangeethavaratharajan8432 4 года назад
Hi Jamie, Thanks for the video, its very useful. I was using similar flow but i am getting error in get items as " The API 'sharepointonline' returned an invalid response for workflow operation 'Get_items' of type 'OpenApiConnection'. Error details: 'The API operation 'GetItems' is missing required property 'body/value/5/Title'.'" could you please help? where I am going wrong.
@JamieMcA
@JamieMcA 4 года назад
Is the SP item with an item ID of 5 in SharePoint missing Title where Title is mandatory?
@andrecruz6121
@andrecruz6121 4 года назад
@@JamieMcA I have a similar problem. The ID is madatory in the Get Items action. What should I put?
@sangeethavaratharajan8432
@sangeethavaratharajan8432 4 года назад
@@JamieMcA it's working fine now.. one row was empty in excel table and the same was updated in list
@JamieMcA
@JamieMcA 4 года назад
@@sangeethavaratharajan8432 Great to hear! Thank you!
@silverwhite11
@silverwhite11 4 года назад
Hi Jamie ,where do I get the jason data for paste on the schema?Thank you.
@JamieMcA
@JamieMcA 4 года назад
You can define that based on your own data. Remember the lesson about the commas.
@silverwhite11
@silverwhite11 4 года назад
@@JamieMcA please direct me which videos that I can learn about the comma. thank you for your help
@robertwilson6683
@robertwilson6683 3 года назад
At 25.06 - you jumped a very important part - what am I adding into the intersection comparison? This is isn't shown
@JamieMcA
@JamieMcA 3 года назад
Hi Robert, thanks for commenting. It is the current item from the MyExcelKeys array you're iterating through. We are checking for items in the Excel we need to add.
@Jonathan-gd3rp
@Jonathan-gd3rp 3 года назад
@@JamieMcA so at 25:08 what value did you select? I used "Current Item" from "Add new or changed items" however the result was that all SP list items are deleted and then created again rather than leaving the items that have not been changed. Thanks very much, excellent flow.
@JamieMcA
@JamieMcA 3 года назад
@@Jonathan-gd3rp I've reviewed the video and I see the confusion, looks like the video jumps. I select "Current Item" (which has the section heading Apply to each - Add new and changed items and is probably right at the bottom of your list). The reason being we are iterating through the keys in the MyExcelKeys array and seeing what matches in the Intersection. Hope this helps!
@Jonathan-gd3rp
@Jonathan-gd3rp 3 года назад
@@JamieMcA got it working!! thank you so much Jamie.
@haloforgeguy453
@haloforgeguy453 4 года назад
Finding issue with the excel serial date, if the excel sheet has empty rows can that cause an error? Not doing time thankfully, only using the function at 5:20
@JamieMcA
@JamieMcA 4 года назад
Thanks for pointing that out. Much more validation needed for Productions Flows for all examples posted here
@headflask
@headflask 4 года назад
if(empty(item()?['ItemDate']), null, addDays('12-30-1899', int(item()?['ItemDate']), 'MM-dd-yyyy'))
@mmartines2003
@mmartines2003 4 года назад
I am getting an error from the "addseconds" expression. How do I resolve this? It says, "Unable to process template language expressions in action 'Compose_-_Excel_Content' inputs at line '1' and column '22707': 'The template language function 'float' was invoked with a parameter that is not valid. The value cannot be converted to the target type.'."
@JamieMcA
@JamieMcA 4 года назад
Sounds like a typo in the expression. Can you paste your expression here?
@daman1220
@daman1220 4 года назад
Hi, I was fighting with this for hours today. In my case, in turned out some of my records had empty date fields, and that caused the step to fail. I found a blog on using if(empty(....) with addDate/addSeconds, and it worked! www.shanebart.com/ms-flow-excel-dates/
@JamieMcA
@JamieMcA 4 года назад
@@daman1220 As it happens I've been working on a video on the same principle. A few folks in the Patreon group asked about this and we got a formula together.
@A-broken-clay-jar
@A-broken-clay-jar Год назад
I couldn't follow the parse Jason part at all...
@JamieMcA
@JamieMcA 9 месяцев назад
I can appreciate that. Wish it were simpler. There is a completed example you can download and import to your test environment in our Patreon community.
@kmuralikrishna1582
@kmuralikrishna1582 4 года назад
We have 5000 k items, it can update till 120 but if more than then it takes more than 24hours but it keep running but it's not updating max it can 2000
@JamieMcA
@JamieMcA 4 года назад
This was stress tested for a few hundred items. If you have more, it can be done but it increases the complexity of the Flow. Not suitable for videos! :)
@independencefcsoccer3741
@independencefcsoccer3741 4 года назад
at 25:08 - when you do the Condition and check the intersection, what is the value you compare against? the Excel Title? You do this too quickly in the video, I'm getting errors and concerned its with this part.
@JamieMcA
@JamieMcA 4 года назад
The intersection is checking the two collections of objects. One collection has all the Excel values as objects, the other the SharePoint values as objects. It is a rapid way to find what has changed.
@andrecruz6121
@andrecruz6121 4 года назад
@@JamieMcA I am having the same problem. Jamie, what is the value that you compare in that step?
@JamieMcA
@JamieMcA 4 года назад
@@andrecruz6121 Please see my reply above. It is the whole object values from Excel and SP that are being compared. Therefore all column changes are captured in a single comparison.
@chrisnorris1556
@chrisnorris1556 4 года назад
@@JamieMcA i think what they are saying and is my exact same question... what item did select "specifically for Intersection contains ?????. Was it the Value List of Items or the Body List of Items???
@nedailic6776
@nedailic6776 4 года назад
I had the same question, it was way too fast in the video. I could not save the Flow because of a "invalid template" error. Just in case someone else (still) needs it, picking "current item" under "add new or changed" solved it for me. Renaming steps as instructed really made a difference here.
@christopherlove8878
@christopherlove8878 4 года назад
Thank you for this tutorial. I have had issues on the first compose action when trying to pass a date. Any thoughts ? ConvertTimezone(addDays('1899-12-30',item()?['Submitted']),'GMT Standard Time','W.Europe Standard Time') Unable to process template language expressions in action 'Compose_-_Excel_Content' inputs at line '1' and column '10782': 'The template language function 'addDays' expects its second parameter to be an integer. The provided value is of type 'String'. Please see aka.ms/logicexpressions#adddays for usage details.'.
@JamieMcA
@JamieMcA 4 года назад
Do you have any blank values for dates?
@christopherlove8878
@christopherlove8878 4 года назад
Yes , now you have mentioned it. This makes sense. Is there a way of working around this other than completing each cell with a date?
@JamieMcA
@JamieMcA 4 года назад
@@christopherlove8878 You can make the parsing conditional by adding an If statement to the expression.
@christopherlove8878
@christopherlove8878 4 года назад
Thanks Jamie
2 года назад
@@christopherlove8878 Hi I have the same problem with empty data I am using this formula but I get the same error that you mention in the comment if you could solve it I appreciate if you can help me. This is the formula if(empty(items('Apply_to_each_2')?['Date of Birth']),'',addDays('1899-12-30',int(items('Apply_to_each_2')?['Date of Birth']),'yyyy-MM-dd'))
@erickelley7703
@erickelley7703 2 года назад
"Invalid type. Expected Object but got Array" Still walking through what's happening & I'll reply. Feel free to pile in.
@JamieMcA
@JamieMcA 2 года назад
It's thinking you're referencing a collection when you're not. Check what variable you're referencing.
@UserX-np7pk
@UserX-np7pk Год назад
Hi Jamie, do you think this flow can be used with the following technique: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-X-urscD106Y.htmlsi=qHY62iYmICr7N7VU accelerating the querying of items in large SP lists? Ive been trying myself unsuccessful so far (im kind of new to flows). Thank you.
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SharePoint Batch Update, Create, & Upsert
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