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kamoo
Helper I
Helper I

Populate a Word document with Excel table data (multiple rows to one output docx file)

Hello,

 

Hope you are all well.

 

I'm attempting to create a flow that takes rows from an excel sheet and populates it into a word document. This is to generate a daily construction activity memo.

 

The trigger is manual.

 

The data in the Excel is structured (see image below) in a way that I need to return multiple rows from excel to populate a single table/generate a single document in word.

kamoo_0-1698177486795.png

 

I have created a word template with the below fields (see below) and have nested Plain Text Content Controls within a Repeating Section Content Control.

kamoo_1-1698179142786.png

The below images are from the flow that I created.

 

I understand that the "apply to each" is a loop, and I know I'd have to append but I'm not entirely sure how to as I'm new to this.

 

Any help would be greatly appreciated. Thank you.

 

kamoo_2-1698179822146.png

kamoo_3-1698179935408.png

 

 

 

 

 

 

2 ACCEPTED SOLUTIONS

Accepted Solutions
grantjenkins
Super User
Super User

You don't want to use an Apply to each loop for this as that would end up creating multiple documents.

 

I'm using the sample Excel Table below.

grantjenkins_1-1698206421571.png

 

See full flow below. I'll go into each of the actions.

grantjenkins_0-1698206394086.png

 

List rows present in a table retrieves the data from my table.

grantjenkins_2-1698206465144.png

 

Select maps the fields we want to use in our Word Template. Note that the Headers you specify here need to match the names of the Controls you added in your Word Template. In my case, the Excel Table has a header called Job Title, but my control is named JobTitle (no spaces).

grantjenkins_3-1698206560874.png

 

Populate a Microsoft Word template uses the output from the Select to build the repeating table. You'll see that my repeating table is called DetailsTable and I've changed it to array mode to add the Select output.

grantjenkins_4-1698206657829.png

 

Create file uses the content from Populate a Microsoft Word template.

grantjenkins_5-1698206720991.png


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View solution in original post

In the initial Filter array (you will only need a single Filter array) you would click on Edit in advanced mode for the condition, then paste in the following conditions (which incudes removing items with a blank date).

 

(
    not(equals(item()?['Date'], '')),
    greaterOrEquals(formatDateTime(item()?['Date'], 'yyyy-MM-dd'), formatDateTime(utcNow(), 'yyyy-MM-dd')),
    less(formatDateTime(item()?['Date'], 'yyyy-MM-dd'), addDays(formatDateTime(utcNow(), 'yyyy-MM-dd'), 1))
)

 


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View solution in original post

21 REPLIES 21
Alex_Rackwitz
Frequent Visitor

@kamoo 

Just to clarify, you have transposed the data. Each row in Excel will become a column in Word? 

Or do you want multiple tables with 2 columns, each table representing a row in Excel, in a single Word file?

Hello Alex, @Alex_Rackwitz 

 

Yes, the latter as you described it.

 

 

grantjenkins
Super User
Super User

You don't want to use an Apply to each loop for this as that would end up creating multiple documents.

 

I'm using the sample Excel Table below.

grantjenkins_1-1698206421571.png

 

See full flow below. I'll go into each of the actions.

grantjenkins_0-1698206394086.png

 

List rows present in a table retrieves the data from my table.

grantjenkins_2-1698206465144.png

 

Select maps the fields we want to use in our Word Template. Note that the Headers you specify here need to match the names of the Controls you added in your Word Template. In my case, the Excel Table has a header called Job Title, but my control is named JobTitle (no spaces).

grantjenkins_3-1698206560874.png

 

Populate a Microsoft Word template uses the output from the Select to build the repeating table. You'll see that my repeating table is called DetailsTable and I've changed it to array mode to add the Select output.

grantjenkins_4-1698206657829.png

 

Create file uses the content from Populate a Microsoft Word template.

grantjenkins_5-1698206720991.png


----------------------------------------------------------------------
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@kamoo 

Using Encodian's Populate Word Document action, you can repeat anything (whether its whole tables, paragraphs, rows within a table) simply by enclosing the repeated content in free text <<foreach>> <</foreach>> tags.

In your case, you also have certain date formats which you can address in the Word template e.g. <<[Date]:"hh:mm tt">>

Below is an exact description of how to set up your flow. 

Flow Overview:

AlexEncodian_0-1698233146382.png

 

Step 1: Manual Trigger

Step 2: List rows in a table

Make sure to select Date Time Format ISO 8601 (highlighted in red below). 

AlexEncodian_1-1698233214611.png

 

Step 3: Compose Action

Compose the "values" dynamic field from the List Rows Excel action.

AlexEncodian_2-1698233289546.png

 

Step 4: Get file content

Retrieve your Word template (more on setting up your Word template below)

AlexEncodian_3-1698233379636.png

 

Step 5: Populate Word Document (Encodian)

Input content from word template (output Step 4). Write a short JSON with the output of the above compose as shown below.

AlexEncodian_4-1698233435141.png


Step 6: Create file using output of Step 5



Creating your Word template: simply create your Word document as you want it to look (no content controls required with the Encodian connector). 

AlexEncodian_5-1698233583325.png


I have uploaded the above screenshow as a docx to help you get started.

You can find syntax help here: Template Syntax for Populate PowerPoint – Encodian Customer Help

When I ran the flow, I got the following output:

Excel input:

AlexEncodian_6-1698233678682.png


Word output:

AlexEncodian_7-1698233719031.png

 

@grantjenkins 

 

Thank you for your help. I was able to populate a sheet with multiple rows. (I noticed that there were additional attempts made on the sheet blank fields).

 

The issue I'm running now is that two (2) of the fields are not populating, mainly for "Location" and "Building Services". (See Below).

kamoo_0-1698261214912.png

 

I've rechecked "Select" step and can confirm that all fields are labeled and mapped correctly. These fields appeared in my initial flow creation.

 

 

 

 

 

@grantjenkins 

 

I was able to correct this issue. It was due to the extra rows in the table, and I failed to add the proper tag to the controls in question.

kamoo
Helper I
Helper I

@grantjenkins 

 

Okay. I'm now attempting to filter my results before populating the word document. I would like the filter to include only the current day and the day after. I've added a "Filter Array" after the "List rows in table", but it has not filtered out the additional days. (See below). Would it be possible for me to filter and sort with ODATA only? I've attempted to do so but, my syntax is wrong. 

The Flow

kamoo_1-1698273638172.png

Screenshot 1

kamoo_2-1698273701169.png

Screenshot 2

kamoo_3-1698273808448.png

 

Should I be adding the "Filter Array" before populating the word document?  

In addition, I'd like to format the "Date" to remove the time and as well as format the "Start Time" & End Time" to remove the date. Can I add this function into the "Select" operation? (See below for reference).

kamoo_0-1698273583786.png

 

Are you sure the Filter array isn't working correctly? I think the issue might be because you are still using the output for your Select from List rows present in a table and not the output from the Filter array.


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kamoo
Helper I
Helper I

@grantjenkins 

 

Yes, I can confirm that I've chosen the correct output. But I'm having trouble figuring out the correct sintax.
Please see the below image for reference. My goal is to filter for only the current day and the day after based on the "Date" column. I understand that the greaterorequal function requires that both items be of the same type. 

 

kamoo_0-1698698927401.png

 

I mean in your Screenshot 1 it looks like your Select is getting the output from List rows present in a table, but it should be using the filtered output from the Filter array instead.

 

grantjenkins_0-1698812714592.png


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@grantjenkins 

Please refer to the below image, I've made a change to the flow since posting that (Not sure if it is for the better). I have now placed the Filter Array after the Select. 

 

(Select output highlighted in Yellow, Filter Array output highlighted in Blue)

 

In the Filter Array I've selected the option for greater than or equal as that would fit into my filter criteria. Not sure of the sintax.

Should I have just left the flow in the original format? 

 

Thank you.

 

kamoo_0-1698849034972.png

 

 

@grantjenkins 

Ok. I've managed to get Filter Array to work using the below expression for greater than or equal to.

@greaterOrEquals(formatDateTime(item()?['Date'], 'yyyy-MM-dd'), formatDateTime(utcNow(), 'yyyy-MM-dd'))

 

I'm attempting to add a less function with an add days function as well. But running into some issues. Is the filter array option able to run multiple conditions?

Okay I got it to work. I added another Filter Array that filtered the output from the initial filter array, then added my formula below. 

 

@less(formatDateTime(item()?['Date'], 'yyyy-MM-dd'), addDays(formatDateTime(utcNow(), 'yyyy-MM-dd'), 2))

 

 

Now my predicament is the rows that are blank is causing the flow to fail at the first Filter Array.  

In the initial Filter array (you will only need a single Filter array) you would click on Edit in advanced mode for the condition, then paste in the following conditions (which incudes removing items with a blank date).

 

(
    not(equals(item()?['Date'], '')),
    greaterOrEquals(formatDateTime(item()?['Date'], 'yyyy-MM-dd'), formatDateTime(utcNow(), 'yyyy-MM-dd')),
    less(formatDateTime(item()?['Date'], 'yyyy-MM-dd'), addDays(formatDateTime(utcNow(), 'yyyy-MM-dd'), 1))
)

 


----------------------------------------------------------------------
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kamoo
Helper I
Helper I

@grantjenkins 


Again, thank you for your assistance, Grant. I was able to get it work, but your condensed formula is far better. 

 

This new issue I'm coming across is if I run the flow now, the filter grabs tomorrow and the day after tomorrow.

It should be filter for today and tomorrow.

 

Would this be due to how my organization has set the time zone? Or is this something I can alter in the flow?

 

Please disregard my earlier question, I modified the addDay function and set it to 1. 

kamoo
Helper I
Helper I

Hello,

 

Back again with another question.

 

I'm attempting to format the dates from the output of my Array Filter for a few columns ("Date", "Start Time", "End Time"). My goal is to have the "Date" only display dates and the "Start Time", "End Time" only display time.

 

Currently they are displayed in the following format: 11/16/2023 12:00:00 AM. 

kamoo_0-1700598868365.png

 

For starters I've created a compose action that would modify the "Date" to include only the date, but the output is a mirror of the input (meaning I only see formulas but no data.). Please see the below picture and formula for reference. 

 

formatDateTime(items(body('Filter_array_condensed'))?['0'], 'yyyy-MM-dd')

 

kamoo_1-1700599364461.png

Thank you.

You shouldn't be using an Apply to each after your Filter array. You can have a Select after the Filter array that uses the output from the Filter array and remaps the fields/values including formatting the dates/times. Note that you will need to add the expressions as an expression - not just pasting the expression directly into the text area.


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Hi! trying to recreate this. New to power automate and I don't understand where does the "value" excel file comes from in the compose action? I can not atatch a file here so not sure what you did. Please help. Thank you

Just2431_0-1715877322034.png

 

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