Update Excel Online automatically when new entry added to SharePoint list

armywalrus2

New Member
Joined
Oct 7, 2022
Messages
6
Office Version
  1. 365
Platform
  1. Windows
Hello! I have asked to assist another team with their current productivity tracking. Team members enter items into a SharePoint list. They have an excel spreadsheet online with a Status column that would populate when a new entry was made in the SharePoint list. This feature has stopped working and I am finding a lot of advice on how to update a list from Excel, but not much on the reverse. Can you help point me in the right direction? My Google skills are failing me on this one.
 

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If you are using Microsoft 365 you can utilize Power Automate. You can create a flow that triggers when a new item has been added to a SharePoint List. You can then use an Excel trigger to insert a row into a table (assuming your Excel file is saved in SharePoint and not in a local directory), or if it isn't in a table, you can utilize Office Scripts to run a macro to insert that data into Excel. Here is a great YouTube video to get you started!
 
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Solution
If you are using Microsoft 365 you can utilize Power Automate. You can create a flow that triggers when a new item has been added to a SharePoint List. You can then use an Excel trigger to insert a row into a table (assuming your Excel file is saved in SharePoint and not in a local directory), or if it isn't in a table, you can utilize Office Scripts to run a macro to insert that data into Excel. Here is a great YouTube video to get you started!
Thank you! I will get started watching this video. Would you happen to know if you can trigger data to fill in with "Complete" in a cell in an existing row? The item in the SharePoint list carries an ID, the row in the Excel sheet carries the same ID. So when a user updates the case, they add to the list, saying this case with this ID has been completed, and that would need to trigger the word "Complete" to populate in the existing Status column, in the row containing the same ID. Like a Vlookup is being done in the Excel sheet on the SharePoint list data. I am definitely watching that video and I appreciate your help!!!
 
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Thank you! I will get started watching this video. Would you happen to know if you can trigger data to fill in with "Complete" in a cell in an existing row? The item in the SharePoint list carries an ID, the row in the Excel sheet carries the same ID. So when a user updates the case, they add to the list, saying this case with this ID has been completed, and that would need to trigger the word "Complete" to populate in the existing Status column, in the row containing the same ID. Like a Vlookup is being done in the Excel sheet on the SharePoint list data. I am definitely watching that video and I appreciate your help!!!
Yes this is definitely feasible! You can use the Update Row Excel trigger
 
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