Forum Discussion
Title: Automate Excel Template Population and SharePoint Upload Using Microsoft Fabric
Hi everyone,
I have a Microsoft Fabric workspace where I process data using notebooks and pipelines. I need to automatically populate a preformatted Excel template stored in SharePoint with query results, preserve all existing formatting, formulas, and charts, and then save the updated workbook to another SharePoint folder.
I would also like this process to run on a schedule without any manual intervention.
What is the recommended approach in Microsoft Fabric? Should I use Python notebooks with the Microsoft Graph/SharePoint API, Power Automate, or another solution? Are there any best practices for preserving Excel formatting while updating only the data?
Any guidance or examples would be greatly appreciated.
The recommended to approach is to use a Microsoft Fabric Notebook for Data processing and Microsoft Graph Excel API (or Pawer Automate With Office Script) formatting , formulas , and charts while updating only the data . schedules the process using a Fabric Pipeline for fully Automated execution.
3 Replies
I would recommend looking at Data Flow Gen 2 where you can put your destination to a Sharepoint folder. https://learn.microsoft.com/en-us/fabric/data-factory/dataflow-gen2-data-destinations-and-managed-settings
Use PowerQuery.
The recommended to approach is to use a Microsoft Fabric Notebook for Data processing and Microsoft Graph Excel API (or Pawer Automate With Office Script) formatting , formulas , and charts while updating only the data . schedules the process using a Fabric Pipeline for fully Automated execution.
