Sharepoint Database Basics Houston 3

2. Automated workflow: Excel 2019 now connects better to Microsoft Flow, which allows you to create automated workflows in which data are retrieved from other applications and then stored and/or manipulated in Excel. The dataflow can be further programmed to automatically send to or share those data with other people or third-party applications. For example, Flow might be used to collect favorable customer tweets about your goods or services on your Twitter account, and then store them in your Excel workbook (on your OneDrive or SharePoint platform). These Twitter data could then be pushed periodically (every Monday morning, for example) to selected recipients through email or text messages, or published directly to websites or other data destinations.

Flow can retrieve your data from practically anywhere — your accounting system, ERP system, CRM system, stock price databases, weather forecast databases, email messages, reminder notices,, etc. As examples, you could use this technology to track your hours worked, travel locations, Facebook messages, Instagram posts, travel expenses, accounts receivable, etc. To create a new data flow, start at the My Flows webpage at, sign in to your account using your Microsoft ID, and click the

Get started button.


Create a flow from blank , as pictured below in the bottom right corner, and then select one of more than 200 triggers and specify the event you want to launch your automatic flow process. For example, the receipt of an email with a specific attachment may trigger an automated flow process. Continue by specifying the action(s) you want to take, such as opening the email attachment in Excel and running a specific macro to produce a PivotTable or PivotChart, then specify a connector for sharing the results through other Microsoft and third-party apps such as Outlook or SharePoint. Learn more about Flow at

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