Automatically Update Stock Portfolio from OneDrive to Excel

This n8n workflow automates the process of updating a stock portfolio by reacting to changes in a specific Excel file stored in Microsoft OneDrive. It ensures that only relevant files are processed and provides a mechanism to handle invalid file types gracefully.

What it does

This workflow performs the following key steps:

1. Monitors OneDrive for File Changes: It listens for new or updated files in a specified folder within Microsoft OneDrive.
2. Filters for Excel Files: It checks if the changed file is a Microsoft Excel file (.xlsx extension).
3. Processes Valid Excel Files: If the file is an Excel file, it proceeds to extract its content.
4. Handles Invalid File Types: If the file is not an Excel file, it stops the workflow and logs an error, preventing further processing of irrelevant files.
5. Extracts Data from Excel: It extracts the data from the identified Excel file.
6. Prepares Data for Update: It transforms the extracted data, setting specific fields for the update operation.
7. Updates Excel 365: It then updates a specified Microsoft Excel 365 worksheet with the processed data.

Prerequisites/Requirements

To use this workflow, you will need:

• n8n Instance: A running n8n instance.
• Microsoft OneDrive Account: An account with access to Microsoft OneDrive where your portfolio Excel file is stored.
• Microsoft Excel 365 Account: An account with access to Microsoft Excel 365 to update your portfolio.
• Microsoft Credentials: Configured Microsoft credentials in n8n for both OneDrive and Excel 365.

Setup/Usage

1. Import the Workflow: Import the provided JSON into your n8n instance.
2. Configure Microsoft OneDrive Trigger:
   • Select your Microsoft OneDrive credential.
   • Specify the folder path in OneDrive that contains your stock portfolio Excel file.
   • Choose the "File Changed" trigger type.
3. Configure Microsoft OneDrive Node:
   • Select the same Microsoft OneDrive credential.
   • Ensure the operation is set to "Download File".
4. Configure Microsoft Excel 365 Node:
   • Select your Microsoft Excel 365 credential.
   • Specify the workbook and worksheet where your stock portfolio data should be updated.
   • Configure the "Update" operation and map the incoming data fields to the correct columns in your Excel sheet.
5. Activate the Workflow: Once configured, activate the workflow to start monitoring your OneDrive folder for changes.