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domenic
Frequent Visitor

Use Excel Workbook with List of Inactive Users to VLookup with List of Managers to automatically notify Manager of inactivity.

Hi all, I'm having a bit of trouble with a task of mine and wanted to get an idea if something like this would be possible using Flow.

This is my gameplan.

 

Button push trigger
  • Requires a file input, must provide the excel file to be looked at. File will be the list of inactive users (Excel workbook or csv)
  • With that file, you must select the columns to be vlookup'd, so I'd need to select the first and last names.
  • After, will be vlookup'd to match each user with the base user's manager file (file with users and their assigned manager)
  • If a user matches with a manager from the input, flow automatically emails or chats the manager asking about "User"
  • Else there will be a list/some kind of error handler for user with no manager listed.

 

It seems simple enough I'm just trying to figure out maybe where I could start with something like this. I'm a bit new to using Flow, thanks!

1 ACCEPTED SOLUTION

Accepted Solutions
Erlandcrf
Microsoft
Microsoft

Hello @domenic 

For this scenario I understood that you are trying to compare 2 similar Excel files, and then send a notification if match of the records, so I'm thinking that this article might give you an idea on how to do the comparation: https://powerusers.microsoft.com/t5/Building-Flows/Compare-2-Excel-Spreadsheets/td-p/487909

This is also another good step by step description: https://powerusers.microsoft.com/t5/General-Power-Automate/Excel-Comparsion-between-2-or-more-files-...

 

In this comparations you will use conditions search for the match, so depending on the type of validation that you will do, you can then send the emails notification required using for example the Outlook 365 connector: https://docs.microsoft.com/en-us/connectors/office365/

 

I hope this can help.

Thanks.

View solution in original post

3 REPLIES 3
Erlandcrf
Microsoft
Microsoft

Hello @domenic 

For this scenario I understood that you are trying to compare 2 similar Excel files, and then send a notification if match of the records, so I'm thinking that this article might give you an idea on how to do the comparation: https://powerusers.microsoft.com/t5/Building-Flows/Compare-2-Excel-Spreadsheets/td-p/487909

This is also another good step by step description: https://powerusers.microsoft.com/t5/General-Power-Automate/Excel-Comparsion-between-2-or-more-files-...

 

In this comparations you will use conditions search for the match, so depending on the type of validation that you will do, you can then send the emails notification required using for example the Outlook 365 connector: https://docs.microsoft.com/en-us/connectors/office365/

 

I hope this can help.

Thanks.

Sorry for the late response, I've been trying to get this to work and so far I have almost everything down.

 

The only part I'm trying to get done is the part where it will then send an email.

Got it to work! Thanks a ton!

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