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Frequent Visitor

MS flow for Sharepoint located excel document

Hi Users,

 

I am new to MS flow wanted to get suggestion regarding how can I create this requirement in MS flow.

 

I have excel sheet(excel1) with column's like Userid,Application Name,Attribute value, Comments .I have excel 2  email & Application name. Both the sheets are stored on the SharePoint website in a document folder.

 

steps I need to perform -:

 

1.Read Excel 1 & Excel 2 data.

2.Create a column in Excel 1 where User Id ,Application Name, Attribute Value will be concatenated and adds a new column.

3.Join Data from Excel 1 & Excel 2 based on Application Name .

4.Send email to each Application User Group using Excel 2 with a attachment coming from excel 1 which contains filtered data for specific Application Name , User ID , Attribute Value.

 

 

 

thanks

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Super User III
Super User III

Re: MS flow for Sharepoint located excel document

Hi @gcuajs 

 

Thanks for the screen share.

 

You have two tasks to do here.

 

1. You can utilise flow to update concatenate values in Excel1

2. Next you need to filter the rows and create an excel file. Here you need to create it dynamically and insert the rows. Unfortunately you won't be able to do dynamic file creation, worksheet and table using Power Automate Excel action steps.

 

The alternate solution is read the excel file and upload all the excel rows in a SharePoint list. During the list row insert you can concatenate the values of Excel row and find the related email address from Excel2. Use the concatenate value, email address and other related info into one single list. Apply the filter by email so that users will be able to see the data directly from SharePoint.

 

Thanks

 

 



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3 REPLIES 3
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Super User III
Super User III

Re: MS flow for Sharepoint located excel document

Hi @gcuajs 

 

Before I provide the possible solution could you please explain  the following?

 

1. Step 2 When you concatenate 'User Id ,Application Name, Attribute Value' what separator you want to use?

2. Step 3 What you meant by Join Data?

 

Thanks



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Frequent Visitor

Re: MS flow for Sharepoint located excel document

@abm-: 1. For concatenation I need pipe as a separator.

             2. The Excel sheet 2 ( Email , Application Name) AND  Excel 1 has more detail information (UserID,Application Name ,Attribute value ,Comments). We need to send email at Application Group level which will have attachment which will have list all the userid ,Attribute ,concatenated field based on each application coming from Excel 2.That is the reason I though we need to join the data coming from Excel 1  and Excel 2 and then group them based on each application level to get the correct attachments.

 

 

Highlighted
Super User III
Super User III

Re: MS flow for Sharepoint located excel document

Hi @gcuajs 

 

Thanks for the screen share.

 

You have two tasks to do here.

 

1. You can utilise flow to update concatenate values in Excel1

2. Next you need to filter the rows and create an excel file. Here you need to create it dynamically and insert the rows. Unfortunately you won't be able to do dynamic file creation, worksheet and table using Power Automate Excel action steps.

 

The alternate solution is read the excel file and upload all the excel rows in a SharePoint list. During the list row insert you can concatenate the values of Excel row and find the related email address from Excel2. Use the concatenate value, email address and other related info into one single list. Apply the filter by email so that users will be able to see the data directly from SharePoint.

 

Thanks

 

 



Did I answer your question? Mark my post as a solution!

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


Proud to be a Flownaut!

Learn more from my blog

Power Automate Video Tutorials

View solution in original post

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