Hey
Currently having a little trouble taking data from an excel sheet from my organization and converting it to a formatted list as requested. The below is part of an email blast for 500+ users and we need to take the data in the Excel by grabbing the values and create a formatted list of Funds and Clients underneath. Notice that the Clients are separated by a ";" and so I tried to create a compose and add the function replace(outputs('Compose'),';','<br>') but this doesn't seem to have worked as expected.
Is there a better way to add all these Funds/Clients via Power Automate? Some of the excel columns are empty so I do not expect data to populate.
Below is the table being read from the excel sheet:
Fund 1 | Clients in Fund 1 | Fund 2 | Clients in Fund 2 | Fund 3 | Clients in Fund 3 | Fund 4 | Clients in Fund 4 | |
Email1 | Fund 1 | Client 1;Client 2;Client 3 | Fund 2 | Client 1; Client 2;Client 3 | Fund 3 | Client 1 | Fund 4 | Client 1;Client 2 |
Email2 | Fund 1 | Client 1 | Fund 2 | Client 1; Client 2;Client 3 | Fund 3 | |||
Email3 | Fund 1 | Client 1;Client 2 | Fund 2 | Client 1 | Fund 3 | Client 1; Client 2;Client 3 | Fund 4 | Client 1;Client 2 |
Below is the output that should go in the body of the Email:
Fund 1
Fund 2
Fund 3
Do let me know what i should do. Your Help is appreciated
Thanks!
Hi @duradura
How many funding you going to have? Is that going have maximum of 4 (fund4) or is that dynamic as well?
Thanks
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Learn more from my blogHi @abm
Currently the maximum number of Funds is 14, I only put limited amount here as an example.
Do know Rows may have anywhere between 1 to 14 funds so not all columns will be full for each email.
Thanks
Hi @duradura
Thanks for your quick reply.
What you need is filter the excel by each fund. Collect the the results and append to an array. Finally get the results into email.
See below blog about 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 further help please let me know.
Thanks
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Learn more from my blogHi @abm
I am not sure how filtering the results will help into convert the variables in each row into a list.
Apologies I just started working on Flows so i am fairly new on what needs to be done. Could you possibly further explain how i would be able to add them to an array and convert them into the organized list shown?
thanks
Hi @duradura
Do you want to do a screen share?
Thanks
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Learn more from my blogHey @abm
If possible i would like to limit a screen share as there is sensitive info in the actual excel. Please let me know how i can elaborate the above as i would like to get this done. Id be happy to provide more detail
Thanks
Hi @duradura
Are you looking for each rows email and filter each funds in that row?
Your example is not quite right?
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Learn more from my blogHey @abm
Each row in the excel sheet is an Email that is being sent out. I am current reading the values from the excel using List of Rows Present in Table then i am applying to each by using Send an Email V2.
The issue here is that each excel row has a max of 14 Funds but x number of clients. I need a function/formula or some way to turn the list of Clients in Fund # into a bullet list for the email. As you can see the Clients are seperated by a semicolon ";" and the number of Funds and clients varies by row so it wont always be the same set. All other values like email are already defined.
See image here of my current flow https://ibb.co/wRRYNVX
Thanks
Hi @duradura
Try the below
Above expressions are as follows:
Add another IF statement for next Fund2,3,...etc and so on.
Finally add the below step
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Learn more from my blogHey @abm
Thanks for that. Unfortunately I am still having errors. A few things to note
The condition always comes out False so I had to move everything to the No side. When it goes through the flow it stores the variable stores information from the previous row and adds it to each email instead of just grabbing the Fund for that row.
Thanks. Your help is appreciated
Hi @duradura
You must have some spaces coming out from Excel cells. So try the Trim$() function to eliminate the trailing spaces. Don't understand how it gets from the previous row which you mentioned. For each iteration the dynamic value should refer to the current row.
If you could mock another flow without showing your real data (Take a copy of the current excel sheet and change the data) I could help you via screen share.
Thanks
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Proud to be a Flownaut!
Learn more from my blogUnfortunately its not working. We will just scrap the project and use Mail Merge in Word to try and do this.
It's time for the SECOND Power Apps Copilot Coffee Chat featuring the Copilot Studio product team, which will be held LIVE on April 3, 2024 at 9:30 AM Pacific Daylight Time (PDT). This is an incredible opportunity to connect with members of the Copilot Studio product team and ask them anything about Copilot Studio. We'll share our special guests with you shortly--but we want to encourage to mark your calendars now because you will not want to miss the conversation. This live event will give you the unique opportunity to learn more about Copilot Studio plans, where we’ll focus, and get insight into upcoming features. We’re looking forward to hearing from the community, so bring your questions! TO GET ACCESS TO THIS EXCLUSIVE AMA: Kudo this post to reserve your spot! Reserve your spot now by kudoing this post. Reservations will be prioritized on when your kudo for the post comes through, so don't wait! Click that "kudo button" today. Invitations will be sent on April 2nd.Users posting Kudos after April 2nd at 9AM PDT may not receive an invitation but will be able to view the session online after conclusion of the event. Give your "kudo" today and mark your calendars for April 3, 2024 at 9:30 AM PDT and join us for an engaging and informative session!
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TUESDAY TIPS are our way of communicating helpful things we've learned or shared that have helped members of the Community. Whether you're just getting started or you're a seasoned pro, Tuesday Tips will help you know where to go, what to look for, and navigate your way through the ever-growing--and ever-changing--world of the Power Platform Community! We cover basics about the Community, provide a few "insider tips" to make your experience even better, and share best practices gleaned from our most active community members and Super Users. With so many new Community members joining us each week, we'll also review a few of our "best practices" so you know just "how" the Community works, so make sure to watch the News & Announcements each week for the latest and greatest Tuesday Tips! This Week's Tip: Power Up Your Profile! 🚀 It's where every Community member gets their start, and it's essential that you keep it updated! Your Community User Profile is how you're able to get messages, post solutions, ask questions--and as you rank up, it's where your badges will appear and how you'll be known when you start blogging in the Community Blog. Your Community User Profile is how the Community knows you--so it's essential that it works the way you need it to! From changing your username to updating contact information, this Knowledge Base Article is your best resource for powering up your profile. Password Puzzles? No Problem! Find out how to sync your Azure AD password with your community account, ensuring a seamless sign-in. No separate passwords to remember! Job Jumps & Email Swaps Changed jobs? Got a new email? Fear not! You'll find out how to link your shiny new email to your existing community account, keeping your contributions and connections intact. Username Uncertainties Unraveled Picking the perfect username is crucial--and sometimes the original choice you signed up with doesn't fit as well as you may have thought. There's a quick way to request an update here--but remember, your username is your community identity, so choose wisely. "Need Admin Approval" Warning Window? If you see this error message while using the community, don't worry. A simple process will help you get where you need to go. If you still need assistance, find out how to contact your Community Support team. Whatever you're looking for, when it comes to your profile, the Community Account Support Knowledge Base article is your treasure trove of tips as you navigate the nuances of your Community Profile. It’s the ultimate resource for keeping your digital identity in tip-top shape while engaging with the Power Platform Community. So, dive in and power up your profile today! 💪🚀 Community Account Support | Power Apps Community Account Support | Power AutomateCommunity Account Support | Copilot Studio Community Account Support | Power Pages
In our 2nd installment of this new ongoing feature in the Community, we're thrilled to announce that Chris Piasecki is our Super User of the Month for March 2024. If you've been in the Community for a while, we're sure you've seen a comment or marked one of Chris' helpful tips as a solution--he's been a Super User for SEVEN consecutive seasons! Since authoring his first reply in April 2020 to his most recent achievement organizing the Canadian Power Platform Summit this month, Chris has helped countless Community members with his insights and expertise. In addition to being a Super User, Chris is also a User Group leader, Microsoft MVP, and a featured speaker at the Microsoft Power Platform Conference. His contributions to the new SUIT program, along with his joyous personality and willingness to jump in and help so many members has made Chris a fixture in the Power Platform Community. When Chris isn't authoring solutions or organizing events, he's actively leading Piasecki Consulting, specializing in solution architecture, integration, DevOps, and more--helping clients discover how to strategize and implement Microsoft's technology platforms. We are grateful for Chris' insightful help in the Community and look forward to even more amazing milestones as he continues to assist so many with his great tips, solutions--always with a smile and a great sense of humor.You can find Chris in the Community and on LinkedIn. Thanks for being such a SUPER user, Chris! 💪 🌠
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