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Look up rows in a spreadsheet table

by recued-core v2 48 views

Use “Look up rows in a spreadsheet table” in Recued. Find the rows of an Excel table whose column matches what you are looking for — a customer, an order, an invoice number. It reads information without changing anything in the workbook.

Complete workflow

Excel Workbook Desk 5 pinned recipes

Use Excel Workbook Desk in Recued for spreadsheets, tables, and trackers. Find a workbook by name, ask questions about a sheet, look up rows the way you would in a database, and add rows to a table. It includes 5 ready-to-run workflows, and the one that changes data uses Recued's approval controls.

You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.

Use “Look up rows in a spreadsheet table” in Recued. Find the rows of an Excel table whose column matches what you are looking for — a customer, an order, an invoice number. It reads information without changing anything in the workbook.

excelmicrosoft-365officespreadsheet
by recued-core pinned v2

Use “Find a spreadsheet in OneDrive” in Recued. Search your OneDrive by name and get back the two ids every Excel action needs. It reads information without changing anything in OneDrive.

onedriveexcelmicrosoft-365office
by recued-core pinned v2

Use “Ask a spreadsheet” in Recued. Read a worksheet's live values and answer a question about them, quoting the cells used. It reads information without changing anything in the workbook.

excelmicrosoft-365officespreadsheet
by recued-core pinned v3

Use “Search a spreadsheet like a database” in Recued. Download a OneDrive spreadsheet once, keep the converted copy, and search it by column — re-downloading only when the file has actually changed. It reads information without changing anything in OneDrive.

onedriveexcelmicrosoft-365office
by recued-core pinned v3

Use “Add rows to a spreadsheet table” in Recued. Append one or more rows to a named Excel table in a single approval, keeping its formulas and formatting intact. Actions that change data use Recued's approval controls.

excelmicrosoft-365officespreadsheet
by recued-core pinned v2
View pack details, dependencies, and permissions →
How it works 29 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (29 steps)
◆ tables_raw recued-core.excel.table.search
Search table on excel
■ tables default
Apply default
■ table_names pluck
Extract name from each item
■ table find
Find first match in
■ table_found template
Generate text from a template
fail: step.table is_null
■ table_id default
Apply default
◆ columns_raw recued-core.excel.table.column.search
Search table column on excel
■ columns default
Apply default
■ column_names pluck
Extract name from each item
■ column find
Find first match in
■ column_found template
Generate text from a template
fail: step.column is_null
■ column_index default
Apply default
◆ count_raw recued-core.excel.table.row.count
Count table row on excel
◆ rows_raw recued-core.excel.table.row.search
Search table row on excel
■ rows default
Apply default
■ rows_read count
Count items in rows
■ rows_total default
Apply default
■ complete compare
Check if rows read is at least rows total
■ want_contains compare
Check if setting match equals contains
■ hits_exact filter
Filter by condition
skip: step.want_contains equal true
■ hits_contains filter
Filter by condition
skip: step.want_contains not_equal true
■ hits default
Apply default
■ found count
Count items in hits
■ none_found compare
Check if found equals 0
■ answer_untrustworthy all
Check if all conditions are true
■ answer_is_safe template
Generate text from a template
fail: step.answer_untrustworthy equal true
■ matches map
Extract from each item
■ card to_summary
Format results as a summary card
■ table_view to_table
Format results as a data table
▼
Output
summary card
table table_view
Settings 6 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

match setting = exact
value setting = [object Object]
item id setting = [object Object]
drive id setting = [object Object]
table name setting = [object Object]
column name setting = [object Object]

Uses (4 operations)

Pack operation Search table on excel recued-core.excel.table.search
Pack operation Search table column on excel recued-core.excel.table.column.search
Pack operation Count table row on excel recued-core.excel.table.row.count
Pack operation Search table row on excel recued-core.excel.table.row.search

About

Tags

excel excelmicrosoft-365officespreadsheetworkbooktablesearchlookupcustomerrecordsread-onlypack:excel-workbook-desk

Details

29 steps 6 configurable settings recipe_id: search-table-rows-excel