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A Step By Step Guide on Using Excel in PowerApps

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A Step By Step Guide on Using Excel in PowerApps

Pro-level PowerApps users now import excel sheets in their files to facilitate report making. They use Microsoft Excel as the data source that links with the new PowerApp file and helps to input the information they require. Interested in learning about how to implement this trick? Let’s take a quick look.

Step 1

Open the PowerApps page and select the layout. It has two options: Table layout or phone layout. On choosing the layout, it will ask to “Connect to Data.” Click on it.

Step 2

Once the user clicks on Connect to Data, it will take you to a New Connection page. Click on New Connection and select the one where PowerApps will save the data. Ideally, users should choose “one drive for business.” It has several benefits for those who are using PowerApps for business purposes.

Step 3

When the user saves their work, they will be able to start linking their excel file from now on. So, click on Create to start a new connection on one drive for business. The user will get an option to select an excel file that he/she wants to connect. For example, if they want to attach a student’s report card, they need to select the respective excel file after clicking Create.

Now, the user has to choose the respective table from the excel sheet that he/she wants to use or connect with PowerApps. They will find a Schedule option alongside each table in the excel sheet. Check the box beside the table. The user will see a preview of the table on PowerApps. They can edit the file later, but the preview will help to understand if they want to follow the same format or use a different one from excel.

Step 4

Once the user confirms the table in the excel sheet, he/she needs to click on Connect. This will link the excel sheet along with the table to the PowerApps. The user needs to add all the data sources one by one. This is an easy step. They need to check all the boxes to link the excel sheet successfully.

Step 5

Once the user establishes a link between the excel sheet and PowerApps, he/she needs to go to the Home page and click on New Screen. It will provide a variety of options, such as Form, Scrollable, Blank, List, etc. Click on any of the options. This will allow the user to refresh the records. So, if they have to input additional grades later for a student, they can refresh the list, edit it, and save it again.

PowerApps also allows users to sort the icons based on name and title. They can also add new icons to existing records if they want. Rename the title bar after finishing all editing work. The user can view these records and files at any time. All they have to do is visit PowerApps, open the folder they were working on, select the file they want to view and expand its view. That’s the easiest way to use excel in PowerApps.