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Regular Visitor

Creating Flow from Excel Sheet using Variables output to Outlook

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:

EMAILFund 1Clients in Fund 1Fund 2Clients in Fund 2Fund 3Clients in Fund 3Fund 4Clients in Fund 4
Email1Fund 1Client 1;Client 2;Client 3Fund 2Client 1; Client 2;Client 3Fund 3Client 1Fund 4Client 1;Client 2
Email2Fund 1Client 1Fund 2Client 1; Client 2;Client 3Fund 3   
Email3Fund 1Client 1;Client 2Fund 2Client 1Fund 3Client 1; Client 2;Client 3Fund 4Client 1;Client 2

 

Below is the output that should go in the body of the Email:

 Fund 1

  • Clients 1
  • Clients 2

Fund 2

  • Clients 1
  • Clients 2

Fund 3

  • Clients

Do let me know what i should do. Your Help is appreciated

 

Thanks!

12 REPLIES 12
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Super User III
Super User III

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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Regular Visitor

Hi @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

Highlighted
Super User III
Super User III

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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Regular Visitor

Hi @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

Highlighted

Hi @duradura 

 

Do you want to do a screen share?

 

Thanks



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Regular Visitor

Hey @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

Highlighted
Super User III
Super User III

Hi @duradura 

 

Are you looking for each rows email and filter each funds in that row?

 

Your example is not quite right?

 

image.png



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Regular Visitor

Hey @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

Highlighted
Super User III
Super User III

Hi @duradura 

 

Try the below

 

image.png

 

Above expressions are as follows:

length(outputs('Compose_2'))
replace(outputs('Compose_2'), ';''</br>')
 

Add another IF statement for next Fund2,3,...etc and so on.

 

Finally add the below step

 

image.png



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Regular Visitor

Hey @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

Highlighted

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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Regular Visitor

Unfortunately its not working. We will just scrap the project and use Mail Merge in Word to try and do this. 

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