Extract data from Excel spreadsheets

This prompt assumes that for each item in the board, there is a configured SharePoint folder for that item.

Sidekick prompt

Read any Excel spreadsheets in the SharePoint folder configured for this item.

Sidekick lists the spreadsheets found:

We can the ask for a preview of the data in one of the spreadsheets:

Preview the data from the "Project-Management-Sample-Data.xlsx" spreadsheet

And only display specific data from the spreadsheet:

Filter the data in the spreadsheet to only show rows from "Sales" and "Marketing" projects

And then import just the data we need from the spreadsheet into the monday.com board:

Import the filtered data from the "Project-Management-Sample-Data.xlsx" spreadsheet into the board

• Only import data for projects "Marketing" and "Sales"

• Add each row with task name as the item name in the group "Tasks".

• Add appropriate columns

• Add the "Project Name" column from the spreadsheet as a dropdown column, populating it with each of the project names

• For the "Assigned to" column, just use a text field as those people are not currently in monday.com

• Add a status column and populate the dropdowns based on the percentages in the "Progress" column

The data is imported:

How it works

Here’s a walkthrough video to show how the feature works:

Limitations

Please note: At the moment, this prompt will only retrieve the 5 most recent spreadsheets from SharePoint. This is to prevent unnecessary load on the system.