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astrodileepa
Regular Visitor

Consolidated email reporting based on Excel Online for multiple rows

Hello Power Users ! 

I'm new to PowerAutomate and I have been building a small flow to send out some email notifications to my customers regarding their invoices that are currently overdue. I have managed to get done the trigger but the action of creating a consolidated email is where I have stuck almost a week now.

 

Following is a sample format of my Excell Online sheet with customer invoice data :

Tbl.PNG

 

The consolidated emails should be sent out in the following format as an action :

 

exmpl.PNG

 

Can anybody help me to create the action to send out the consolidated emails as the two examples? Much appreciated !

Thank you 🙂

2 ACCEPTED SOLUTIONS

Accepted Solutions
abm
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Most Valuable Professional

Hi @astrodileepa 

 

Thanks for the screen share.

 

You were almost there with @efialttes  suggestion but to get the cashier email from the Filter Array you need the following expression.

 

body('FilterArray')[0]Item('cashier_email')

 

All the cashier email are same for every customer so you can select this by array first index 0.

 

Hope it was a useful session.

 

Thanks

 

 



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View solution in original post

@abm Thanks so much for the screen share and supporting me to figure out the point where I was stuck and @efialttes  Thank you so much for the support it really helped a lot 🙂 

 

Posting the entire correct flow if someone need to understand it. 

Untitled-1.jpg

View solution in original post

16 REPLIES 16
abm
Most Valuable Professional
Most Valuable Professional

Hi @astrodileepa 

 

Is your emails are fixed list? If it is then add all emails in an array. Then iterate each array item (each email) filter against Excel so that you can get relevant rows based on email and send email to specified user.

 

Thanks



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efialttes
Community Champion
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Hi!

Consolidated email reporting is explained here

https://powerusers.microsoft.com/t5/Building-Flows/Consolidated-email-based-on-date-in-excel/m-p/471...

Hope this helps

 

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@abm  yes every customer has fixed email - and they have multiple rows of invoice details.

abm
Most Valuable Professional
Most Valuable Professional

Hi @astrodileepa 

 

Did you tried @efialttes  solution?

 

If you know all the customers email address before hand then declare an array and store all the emails. Then iterate the array using a foreach loop and filter the excel rows against the each email then send the email.

 

See this blog how to filter Excel Rows.

 

https://mydevexperience.wordpress.com/2019/09/25/microsoft-flow-excel-list-rows-present-in-a-table/

 

If you need any help in this please let me know.

 

Thanks



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Had done as above - it works to send the email directly to the customer but as you can see in my original post I need to CC (carbon copy)  the same email to the cashier email as well. How can I do that? 

 

 

screencapture-australia-flow-microsoft-manage-environments-Default-163bf6f4-8cd6-41ce-945e-17b752c89b01-flows-998e4a12-7e8c-44d3-b35c-a829e14dfb15-2020-03-28-20_30_44.png

abm
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Hi @astrodileepa 

 

Do you want to do a screenshare? I could look into this. Send me your details by email.

 

Thanks



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abm
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Most Valuable Professional

Hi @astrodileepa 

 

Thanks for the screen share.

 

You were almost there with @efialttes  suggestion but to get the cashier email from the Filter Array you need the following expression.

 

body('FilterArray')[0]Item('cashier_email')

 

All the cashier email are same for every customer so you can select this by array first index 0.

 

Hope it was a useful session.

 

Thanks

 

 



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If you liked my response, please consider giving it a thumbs up


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@abm Thanks so much for the screen share and supporting me to figure out the point where I was stuck and @efialttes  Thank you so much for the support it really helped a lot 🙂 

 

Posting the entire correct flow if someone need to understand it. 

Untitled-1.jpg

@astrodileepa 

I've also marked your last reply as Solution -more than one reply can by tagged as solution even from different Community members-, since I agree with you it will help others. Thanx for sharing!

Did I make your day? If so, mark my response as 'Solution' !!!

También escribo sobre Power Automate en este Blog y en Twitter

Hi @astrodileepa 

I have a similar requirement as yours and i am trying to replicate the steps shared by you. But getting stuck at creating a unique list. Can you or anyone else assist me with this.

 

I am pretty new with flows. Have been using VBA for much of the automation and this is my first time with MS Flow.

 

My data is having an "Email" column which i want to capture unique values.

 

I have doubt that my select comand and then unique email command (Union syntax) is not correct. Can you assist by providing step by step guide to use select and compose unique email id.

 

Thanks

Shabbir

 

 

error.PNGerror2.PNG

 

@astrodileepa @abm 

Thanks a lot both of you as I was looking for something very similar to this and it came out as a great help.

Can you guys tell how can I create a custom HTML table out of this as I want to send all the columns as part of my mail rather I want to send only a few relevant columns out of my excel sheet?

And also why is it adding 2 additional columns (@odata.etag,ItemInternalId) to my HTML table which were not there in my data?

abm
Most Valuable Professional
Most Valuable Professional

Hi @Adarsh23 

 

Glad its helpful. Could you please create another post and a screenshot of your flow?

 

Thanks



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Adarsh23
Frequent Visitor

Hi @abm @astrodileepa @efialttes 

In the above flow we are sending consolidated mails based on values from 1 column i.e Customer_EMail, but lets say here it is department name instead of company name and one person is responsible for 2 departments. In that case, that person should receive 2 consolidated mails containing details of those 2 departments. I am attaching the screenshot of sample data for your reference:

SharedScreenshot.jpg

 

In this above example James is responsible for 2 departments i.e Accounts, IT and he should be receiving 2 consolidated mails for Accounts and IT department.

 

By using the above flow James will receive one mail containing details of Accounts and IT department together, rather he should be receiving 2 seperate mails for the same.

 

Can someone help me out in figuring out how can I do this using power automate?

abm
Most Valuable Professional
Most Valuable Professional

Hi @Adarsh23 

 

Look into the union() expression to get the unique values against Account. So from there you can filter the data. Believe you have an array of values now.

 

Thanks



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Adarsh23
Frequent Visitor

Hi @abm 

Thanks for your reply. Since I am a newbie to power automate, could you please elaborate what are you trying to say?

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