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Vikram_Vh
Helper I
Helper I

Flow to filter excel rows & send bucketed data as HTML to respective stakeholders

Dear all 

I have a requirement to filter an excel table and send the specific rows pertaining to a particular manager as an HTML table on email. Have tried doing it in the past, using arrays, union function etc but could never get the complete solution which worked.

 

The sample data excel table is as follows . There are 5 records, but instead of sending 5 individual mails, i need to send 2 mails, one to Fred for records pertaining to officers Ramesh & Subra. Viv will get a table of remaining 3 officers/rows of data.

Excel table.JPG

 

will request help with the resp. flow process. 

 

thank you in advance. 

 

regards

 

Vikram

1 ACCEPTED SOLUTION

Accepted Solutions
abm
Most Valuable Professional
Most Valuable Professional

Hi @Vikram_Vh 

 

I have made a tutorial video about this. See below link.

 

Power Automate - How To Filter Excel Rows Using Unique Column Names & Send Email? - YouTube

 

If you need further help please let me know.

 

Thanks



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View solution in original post

22 REPLIES 22
abm
Most Valuable Professional
Most Valuable Professional

Hi @Vikram_Vh 

 

I have made a tutorial video about this. See below link.

 

Power Automate - How To Filter Excel Rows Using Unique Column Names & Send Email? - YouTube

 

If you need further help please let me know.

 

Thanks



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Naveen_772
Resolver II
Resolver II

@Vikram_Vh 

Please find the screenshot of the flows and expressions.

Naveen_772_0-1643102297428.pngNaveen_772_1-1643102327651.pngNaveen_772_2-1643102371024.png

Output Email:

Naveen_772_3-1643102408258.png

Naveen_772_4-1643102457358.png

 

Explanation with the expression:

 

  • First, create a variable of array type to store all emails.
  • List all the rows from excel.
  • Iterate over each record and add Manager email to the variable.
  • Filter the unique Manager Email using union.
    • @{union(variables('Unique Manger Email'),variables('Unique Manger Email'))}
  • Iterate over unique manager email id.
  • Filter the rows listed from excel on the basis of email.
    • @equals(item()?['Manager ID'], items('Apply_to_each_2'))
  • Create HTML table
  • Send out the email.

I hope this helps you.

 

 

thank you @abm for the video tutorial. really appreciate the time taken to make this detailed av.

Could finally do it on my own following your steps. It works as expected. 

Had some additional queries on this.

1.If i need to add the mail id of the respective officers in cc, is there a way to do it. 

2.While sending the bucketed list of rows to the manager, in the subject line i am not able to select the dynamic value from the manager name column. Doing it again adds a send to all loop after html step. 

 

regards

 

vikram

Hi @Naveen_772 thank you very much for your detailed reply. Your solution has slightly different steps than one suggested by @abm . I tried out your steps as well, but somehow it was giving an error. will attempt the steps again and get back to you on the issue being faced. 

 

I am really thankful to this community for being so helpful & supportive . 

 

regards

 

vikram

abm
Most Valuable Professional
Most Valuable Professional

Hi @Vikram_Vh 

 

Thanks for your reply. Glad that it helped. Where does the respective officers email stored under? Is that another column in Excel. If it is then filter the excel sheet by the main email id before the Send email step. For the second issue regarding the dynamic value you may need to add that as an expression. I need to look your flow then only I can suggest a workaround to avoid the loop.

 

Thanks



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chloe22
Frequent Visitor

Hi @abm , im having the same situation as Vikram, let's see my sample data from excel table as below:-

chloe22_1-1662806888358.png

There are 4 records, but instead of sending 4 individual mails, I wish to send 2 mails only, 1 mail to Lilly with customize HTML table pertaining to her vendors which including of Fresh Mart & Hero Market, and 1 mail to John with customize HTML table which consists of the row data for his vendor Happy Trading & Fresh Mart.

 

I have created my power automate flow according to your guidance video below:-

https://www.youtube.com/watch?v=vwMo79HFvtg

 

However, the result i got is different. Lilly was getting 4 similar individuals emails with the customize HTML table consisting of 2 similar row data for Fresh Mart but Hero Market data is not included. On the other hand, John also getting 4 similar individuals emails with customize HTML table consisting of 2 similar row data pertaining to Happy Trading without Fresh Mart data. 

 

Sharing with you 1 of the email sent to Lilly, Lilly was received 4 similar individual emails as below with duplicate data customize HTML table as well. 

 

chloe22_2-1662807916585.png

 

Sharing with you the flow i have created, hope to get your kind help to fix on the issue as this is very important for me on my daily tasks and this is my very first time to power automate. Hope to get your response at the soonest!  Many thanks in advance! 

 

chloe22_3-1662808090621.png

chloe22_4-1662808108365.png

chloe22_5-1662808128888.png

 

chloe22_6-1662808150895.png

chloe22_7-1662808160977.png

 

 

 

abm
Most Valuable Professional
Most Valuable Professional

Hi @chloe22 

 

You have two apply to each loop. Its not quite right. Have a look on my video you described. I only have one loop. This is where your issue is.

 

Thanks



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chloe22
Frequent Visitor

Hi @abm ,

 

Thanks for your checking, the apply to each loop is automatically added in by power automate, however i had solved the issue mentioned above by removing the second apply to each loop.

 

chloe22_0-1662975038519.png

However, the next question coming in, @abm may i please check with you, i wish to send the email out with a dynamic content from my excel file. For example, please see below printscreen, under my email body, i would like to set " dear, dynamic content", however, the power automate automatic help me add in the apply to each loop which i dont want as it creates more problems after that. May i seek for your guidance how could i add a dynamic content from my excel table under my email body without letting power automate to auto add in the apply to each loop for me?

 

chloe22_1-1662975140114.png

Looking forward to hear from you soon.

Many thanks in advance!

abm
Most Valuable Professional
Most Valuable Professional

Hi @chloe22 

 

You must have mapped the wrong dynamic content hence it's added the second loop. Glad to hear that you resolved it. What dynamic values are you trying to map. Believe the content is going to be same for more than one rows (records) sending the same person. If that's the case then filter the excel sheet again using that email address. Then use the expression index zero (0) to get the value and map directly under the email. 

 

Another option is under the List rows action step, set the filter and set the top count to one. Yes its going to put another loop but we know its always going to be one record only. 

 

Thanks



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chloe22
Frequent Visitor

Hi @abm ,

 

Thank you, let me elaborate what dynamic content i wish to add in. The dynamic content i wish to add under my email body is the "requestor name" that from my excel table into the email body.

 

My Excel table :

chloe22_0-1662976724770.png

Email body :

"Dear Requestor Name"

 

But when i directly inputted the dynamic content from my excel table under my email body, power automate auto helped me to add in the apply to each loop which i dont wish to have.

May i seek for your advice, what step can i add into my flow in order to stop power automate auto add in the apply to each loop for me but at the same time i can add the dynamic content Requestor Name into my email body?

 

Below is my current flow and the yellow highlighted area is where i wish to add the dynamic content from my excel table:-

 

chloe22_1-1662977200187.png

chloe22_3-1662977307041.png

 

Thank you!

abm
Most Valuable Professional
Most Valuable Professional

Hi @chloe22 

 

I explained in my earlier thread what to do for this. Before the create email step you need to filter the list rows, set the top count 1, filter using the unique email address.



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chloe22
Frequent Visitor

Hi @abm ,

 

Thank you so much for your suggestion! However, I am not too sure how to create the flow you have mentioned. Sorry I'm kinda new to the power automate, would you mind to show the steps in power automate how to create the flow you mentioned?

 

"Before the create email step you need to filter the list rows, set the top count 1, filter using the unique email address"?

 

I'm trying to search around and tested in my flow but still I couldn't get it. Your step by step guidance in how to set up the flow in power automate would be much appreciated!

 

Many thanks in advance!

abm
Most Valuable Professional
Most Valuable Professional

Hi @chloe22 

 

Could you please create a new thread and post a screenshot of your flow? Tag me as @abm and I will have a look.

 

Thanks



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Instead of an HTML table in the email , I need to export on the filtered data and provide data (excel spreadsheet attachment) for each email. Each email should only get their own rows of records. Similar to the HTML table. Can you provide guidance.  I am new to power automate. Any help you can provide will be appreciated

jnpb
Helper I
Helper I

Hi @Vikram_Vh , @Naveen_772 : 

Thank you both for these great examples of how to make this work! I have a question for one or both of you: 

I have to solve for a similar flow, but mine differs from your examples in that: 
- I have two excel files

- I need to filter all rows from File 1 that have a filtered column (Region)

- I need to match the filtered Region rows from File 1 with a record in File 2 that has a matching Region and an email address

- All filtered rows from File 1 need to be emailed once to the email address in File 2 that has the matching Region. 

 

I tried to take the concepts in the designs above and make it work with two files, but keep running into errors. Are you able to provide an example of a modified version that meets the above conditions? 

 

Thanks again for your great work!

 

AndreasN
Super User
Super User

@abm 

I have followed your video to great success, but I also need to filter on a datecolumn, to only select all rows that are less than or equal to today's date. How is this possible, since that would require to create 2 apply for each, one where I filter e-mails and one where I filter dates?

abm
Most Valuable Professional
Most Valuable Professional

Hi @AndreasN 

 

What format your date is returned as from Excel in PowerAutomate?



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The dates are formatted as 'dd.MM.yyyy'

AndreasN_0-1681969881620.png

This is an example of how my excel looks like, I can correctly group the two different e-mails, to have all the appropriate rows send to each e-mail in just one as shown in your video guide.

 

But I want to filter, so that only the orders that are equal to or less than today's date is included in the HTML table.

AndreasN
Super User
Super User

This is my input to my filter array:

AndreasN_1-1681971981913.png


This is my output of my filter array

AndreasN_2-1681972039511.png



This is my excel table:

AndreasN_3-1681972067634.png

And this is my filter array:

AndreasN_4-1681972108931.png



As you can see from the output, it doesn't recognize my date column as actual dates, but I suspect that it recognizes it as full numbers. It does not filter away the one that has an order date of 19.05.2023

I suspect it's because, power automate sees today's date (20.04.2023) as 20042023
and it sees the date of 19.05.2023 as 19052023

Then that date is technically lower than today's date, even though it is in fact not. 

Do you have any suggestion has to how to make power automate recognize it as dates? I have troubles making this work.

 

@abm 

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It's time for the June Community Newsletter, where we highlight the latest news, product releases, upcoming events, and the amazing work of our outstanding Community members.   If you're new to the Community, please make sure to follow the latest News & Announcements and check out the Community on LinkedIn as well! It's the best way to stay up-to-date with all the news from across Microsoft Power Platform and beyond.    COMMUNITY HIGHLIGHTS   Check out the most active community members of the last month! These hardworking members are posting regularly, answering questions, kudos, and providing top solutions in their communities. We are so thankful for each of you--keep up the great work! If you hope to see your name here next month, follow these awesome community members to see what they do!   Power AppsPower AutomateCopilot StudioPower PagesWarrenBelzcreativeopinionExpiscornovus Fubar AmikNived_NambiarPstork1OliverRodriguesmmbr1606ManishSolankifernandosilvaragavanrajanBCBuizerExpiscornovusrenatoromaoLucas001timlAlexEncodianViswavEmadBeshaiDBO_DVDeenujiUmiantaChrist0fGochixVishnuReddy1997citron-trucmandelaVishalJhaverieetuRoboJohanTprathyooanandm08VictorIvanidzenicoxrfm1964shashankbhidepaulbeck1 rpaa   LATEST NEWS Summer of Solutions 2024 The Summer of Solutions challenge kicked off this month - an amazing Microsoft Community initiative to win free tickets to the Power Platform Community Conferencethis September in Las Vegas. The challenge is NOW OPEN to all #PowerPlatform community members and will consist of four weekly entry periods until July 14th, 2024. Click the image below to find out more on how you can win free tickets to #PPCC24 by entering the Summer of Solutions TODAY!   Microsoft Customer Stories We're constantly working with an array of great businesses across the globe to assist them in taking advantage of the latest business applications technology. If you'd like to find out more about their low code journeys, click the image below to view our playlist of Customer Stories to discover how Accenture, Lumen Technologies, Cineplex, and many more, are streamlining their business processes with Microsoft Power Platform.     Microsoft Leap Program Have you heard of Microsoft Leap - a global program designed to recruit, develop, and upskill unconventional talent for careers in the tech space. Microsoft Leap organizes a number of pathways into the industry, including the recent "NFL Legend Cohort - Technical Program Management" run jointly with the NFL Player Care Foundation (PCF) who are dedicated to helping retired players improve their quality of life. Click the image below to find out more about the great day shared at the Redmond campus and be sure to visit the Microsoft Leap website to discover how this amazing initiative is helping re-launch the lives of countless individuals. www.leap.microsoft.com       UPCOMING EVENTS Biz Apps Partner Summit | Seattle | July 24-25 It's not long now until the Biz Apps Partner Summit, which takes place at the Hilton Bellevue in Seattle on July 24-25, 2024. This event is the perfect place to network, connect, and learn how to scale your Microsoft practice, drive profitable revenue, and dazzle your customers! There's a great selection of speakers, including the likes of Tom Patterson, Donald Kossmann Joseph Corigliano, Cecilia Flombaum, Peter Jensen, John Siefert, Becky Lymberis, Daniel Rippey, and many more. Click the image below to find out more and register today!     TechCon365 & Power Platform Conference | D.C. | August 12-16 Things are hotting up for the next TechCon365 & PWRCON Conference in Washington D.C. on August 12-16, 2024. Featuring the likes of Tamara Bredemus, Sunny Eltepu, Lindsay Shelton, Brian Alderman, Daniel Glenn, Julie Turner, Jim Novak, John White, Jason Himmelstein, Luc Labelle, Emily Mancini, MVP, UXMC, Fabian Williams, Emma Wiehe,and many more, this is the perfect event for those that are looking to gain invaluable insights from industry experts. Click the image below to grab your tickets today!     Power Platform Community Conference | Vegas | Sept. 18-20th Are you ready to come and join the fun in Las Vegas this September at PPCC24? This event is the perfect place to connect with fellow business applications enthusiasts and share your knowledge with the worldwide Microsoft Community. Now's your chance to hold all the aces. Just click the image below to find out more and we hope to see you go ALL-IN this September in Las Vegas!     For more events, click the image below to visit the Community Days website.  

Updates to Transitions in the Power Platform Communities

We're embarking on a journey to enhance your experience by transitioning to a new community platform. Our team has been diligently working to create a fresh community site, leveraging the very Dynamics 365 and Power Platform tools our community advocates for.  We started this journey with transitioning Copilot Studio forums and blogs in June. The move marks the beginning of a new chapter, and we're eager for you to be a part of it. The rest of the Power Platform product sites will be moving over this summer.   Stay tuned for more updates as we get closer to the launch. We can't wait to welcome you to our new community space, designed with you in mind. Let's connect, learn, and grow together.   Here's to new beginnings and endless possibilities!   If you have any questions, observations or concerns throughout this process please go to https://aka.ms/PPCommSupport.   To stay up to date on the latest details of this migration and other important Community updates subscribe to our News and Announcements forums: Copilot Studio, Power Apps, Power Automate, Power Pages

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