I’m using the “ OneDrive for Business – When a file is modified” trigger. At a high level, my flow looks pretty simple: Each workflow consists of two main parts: 1) A trigger, 2) One or more actions.
#Excel merge workbooks series#
The Flow UI allows users to create workflows using a visual representation of steps as a series of “cards”. So, I expect to see hours for “John Doe” and “Jane Jones” in addition to “Fred Davis” in the updated team resource plan. In this example, I’m expecting to have data in my Project spreadsheet for project “ABC-01-03” replace any existing data for this project in the combined team resource plan. My target spreadsheet for the combined team resource plan also contains a similar table (named “TeamResourcePlan”) containing similar entries for all projects: My source spreadsheet contains a table named “ResourcePlan” with a project name, person name, calendar week and number of hours:
I wanted to write a flow that would automatically merge a project resource plan into the combined team plan whenever the project plan was updated. Currently, Project Managers execute a weekly ritual of manually merging their plans into this combined spreadsheet.
We meet weekly to review demands for staffing on our projects and negotiate (hopefully) optimal project assignments for a pool of consultants.Ī key tool used for this purpose is a team resource plan that combines all of the resource plans from our project spreadsheets. We each maintain spreadsheets containing resource plans for number of hours staffed per person per week. I work with a team of Project Managers, each managing multiple projects staffed from a common pool of people. I’m providing a blog on my experience to encourage other “doubters” to give Flow a try. I decided to try and use Flow for a task that I encounter on a regular basis and I was pleasantly surprised at how easy it was to create something that really saves time and provides business value. As the old saying goes, I wasn’t sure “the juice was worth the squeeze” – but I was wrong. Like others, I had seen multiple “cute little demos” that seemed pretty cool, but I was skeptical that I could leverage it for a “real world” business problem without a big investment of time. But, have you ever needed to do something more specific like merge excel table data? One interesting aspect of Flow is that it caters to both power users and developers. Common uses of Flow include notifications, copying files, collecting data, and automating approvals.
It is an online workflow service that can automate workflows across a multitude of apps and services. Microsoft Flow has been available for over a year as part of the Microsoft 365 “ecosystem” of applications.
#Excel merge workbooks how to#
Introduction on How to Merge Excel Table Data Using Microsoft Flow
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