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Lasse4
Frequent Visitor

Extract data from email attachement (excel file) and add to excel table in sharepoint

I receive data files on a regular basis in my outlook dropbox. I would like to transfer the data from these files automatically everytime i recieve a new e-maile with an excel file. The data has to go into a table in an excel file in share point.

2 ACCEPTED SOLUTIONS

Accepted Solutions
FLMike
Multi Super User
Multi Super User

Hello,

 

Step 1. Create an Automated Flow

Step 2. Use the When an Email Arrives Trigger

Step 3. Add an HTML to Text Action, with the input being the body of the email trigger. I am assuming the URL is somewhere in the body 

Step 4. Parse the email. There are way too many unknowns here, so I will leave it at this.

Step 5.  Use Get File Content or Get File Content by Path from DropBox action

Step 6. Use Create Item (SharePoint Action) using the content from Step 5 to create a copy of the file from dropbox into SharePoint (or use the Onedrive Create item).  You need this because you want to read the Table data from the file in Dropbox but you have to move it first. You can delete it after

Step 7. (Optional) IF your new file, doesn't have an Excel table, you need to use the Create Table (Excel Action) on the file you created in Step 6. If it has a Table then Skip this and go to Step 8.

Step 8. Use the List rows in a Table (Action Excel) 

Step 9. Use an Apply to Each to loop through the rows returned in Step 8.

 

Step 10. Use an Add row to table (Excel Action) to write the rows (in the loop) to your Excel file in sharepoint. Please note you didn't say you wanted to move the file there and write data, you said write the data to "an excel file" so I assume the data you get and the "excel file" in sharepoint are different

 

Step 11. Once you are done, you can use Delete File to delete the temporarily created file in SharePoint (or onedrive, doesnt matter as long as its one of those for the Excel actions to work)

 

Here is an Image

FLMike_2-1695311770149.png

 


Cheers
If you like my answer, please Mark it as Resolved, and give it a thumbs up, so it can help others
Thank You
Michael Gernaey MCT | MCSE | MCP | Self-Contractor| Ex-Microsoft
https://gernaeysoftware.com
LinkedIn: https://www.linkedin.com/in/michaelgernaey

 

 

 

View solution in original post

FLMike
Multi Super User
Multi Super User

Hi,

 

I sorry, I am still confused sorry. You keep saying "Table" in SharePoint. Which means an Excel file with a Table in a file that you store in SharePoint(aka master file), but I thought you wanted them in a SharePoint List?

 

So I am still going to assume you do NOT need a master file, because you are always writing the incoming file to a SharePoint List, NOT a single (master) file.

 

Here is what it looks like now

Step 1. Trigger Email Arrives

Step 2. loop through attachments (Apply to each condition) using Attachments from Trigger

Step 3. use a Condition to validate that the Attachment file name is the xlsx you want (or you can use a pattern, or you can put a filter on the Trigger for the attachment as well). I put this here for teaching too

 

Step 4. Once you find the attachment, write it to SharePoint (you can delete it later if you want)

Step 5. Use the Create Table to make the required table in the file

Step 6. List the rows in the Table

Step 7. Create an Apply to each to LOOP through the values in Step 6 using value (dynamic property)

Step 8. Use Get Items to "validate" if a Row exists or NOT in SharePoint list already

Step 9. Use a condition to validate that there was 1 row. You use the length(against the Step 8 body array length)

Step 10a. No Condition, do a Create Item into List as its a new row

Step 10b. Yes Condition, do an Update item based on the ID you get from Get Items array. Remember there is only 1 row, so you dont need to LOOP you can use Array notation etc to get the Row/record in Step 8 directly. You COULD use an Apply to each to loop but its a single loop.

 

FLMike_1-1695485764704.png


Cheers
If you like my answer, please Mark it as Resolved, and give it a thumbs up, so it can help others
Thank You
Michael Gernaey MCT | MCSE | MCP | Self-Contractor| Ex-Microsoft
https://gernaeysoftware.com
LinkedIn: https://www.linkedin.com/in/michaelgernaey

 

 

 

View solution in original post

4 REPLIES 4
FLMike
Multi Super User
Multi Super User

Hello,

 

Step 1. Create an Automated Flow

Step 2. Use the When an Email Arrives Trigger

Step 3. Add an HTML to Text Action, with the input being the body of the email trigger. I am assuming the URL is somewhere in the body 

Step 4. Parse the email. There are way too many unknowns here, so I will leave it at this.

Step 5.  Use Get File Content or Get File Content by Path from DropBox action

Step 6. Use Create Item (SharePoint Action) using the content from Step 5 to create a copy of the file from dropbox into SharePoint (or use the Onedrive Create item).  You need this because you want to read the Table data from the file in Dropbox but you have to move it first. You can delete it after

Step 7. (Optional) IF your new file, doesn't have an Excel table, you need to use the Create Table (Excel Action) on the file you created in Step 6. If it has a Table then Skip this and go to Step 8.

Step 8. Use the List rows in a Table (Action Excel) 

Step 9. Use an Apply to Each to loop through the rows returned in Step 8.

 

Step 10. Use an Add row to table (Excel Action) to write the rows (in the loop) to your Excel file in sharepoint. Please note you didn't say you wanted to move the file there and write data, you said write the data to "an excel file" so I assume the data you get and the "excel file" in sharepoint are different

 

Step 11. Once you are done, you can use Delete File to delete the temporarily created file in SharePoint (or onedrive, doesnt matter as long as its one of those for the Excel actions to work)

 

Here is an Image

FLMike_2-1695311770149.png

 


Cheers
If you like my answer, please Mark it as Resolved, and give it a thumbs up, so it can help others
Thank You
Michael Gernaey MCT | MCSE | MCP | Self-Contractor| Ex-Microsoft
https://gernaeysoftware.com
LinkedIn: https://www.linkedin.com/in/michaelgernaey

 

 

 

Lasse4
Frequent Visitor

Sorry @FLMike  but it made a mistake in my explanation of the problem. I don't receive the excel files in dropbox. I receive the in my outlook inbox... 

When the excel files arrive I would like the data in them to automatically be transfered to a table in share point. The data from the different excel files will have to go into the same table in a specific excel sheet in sharepoint.

Also, the data in the files i receive are always in the same cells, but they are not in a table in these files.

Hope you still want to help 🙂

FLMike
Multi Super User
Multi Super User

Hi,

 

I sorry, I am still confused sorry. You keep saying "Table" in SharePoint. Which means an Excel file with a Table in a file that you store in SharePoint(aka master file), but I thought you wanted them in a SharePoint List?

 

So I am still going to assume you do NOT need a master file, because you are always writing the incoming file to a SharePoint List, NOT a single (master) file.

 

Here is what it looks like now

Step 1. Trigger Email Arrives

Step 2. loop through attachments (Apply to each condition) using Attachments from Trigger

Step 3. use a Condition to validate that the Attachment file name is the xlsx you want (or you can use a pattern, or you can put a filter on the Trigger for the attachment as well). I put this here for teaching too

 

Step 4. Once you find the attachment, write it to SharePoint (you can delete it later if you want)

Step 5. Use the Create Table to make the required table in the file

Step 6. List the rows in the Table

Step 7. Create an Apply to each to LOOP through the values in Step 6 using value (dynamic property)

Step 8. Use Get Items to "validate" if a Row exists or NOT in SharePoint list already

Step 9. Use a condition to validate that there was 1 row. You use the length(against the Step 8 body array length)

Step 10a. No Condition, do a Create Item into List as its a new row

Step 10b. Yes Condition, do an Update item based on the ID you get from Get Items array. Remember there is only 1 row, so you dont need to LOOP you can use Array notation etc to get the Row/record in Step 8 directly. You COULD use an Apply to each to loop but its a single loop.

 

FLMike_1-1695485764704.png


Cheers
If you like my answer, please Mark it as Resolved, and give it a thumbs up, so it can help others
Thank You
Michael Gernaey MCT | MCSE | MCP | Self-Contractor| Ex-Microsoft
https://gernaeysoftware.com
LinkedIn: https://www.linkedin.com/in/michaelgernaey

 

 

 

Lasse4
Frequent Visitor

Hi, sorry again for the unclear explanation. What i meant by table is a master excel file in which I would like to have a table that all the data from the different excel email attachements are added 🙂

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