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grantw76
Helper I
Helper I

Use Forms, Get Excel Tables, Add to Word

Ok, #Clueless here…  I have an Excel sheet document with around 20 individual prepopulated tables in a single worksheet. I would like to use Forms to have selection choices for each of these tables and the selected tables are then sent to a new Word document. Not sure if any of that could be done directly or if I could be putting stuff through SharePoint lists instead.

Even a rough guide of best Flow headers might get me started..

Thanks in advance.  I bid you good day. 

 

10 REPLIES 10
RobElliott
Super User
Super User

@grantw76 I'm not entirely sure I understand your question, but if you are trying to pre-populate the Forms choice questions with data from Excel or lookup data from Excel then that isn't possible.

 

Rob
Los Gallardos
Principal Consultant, SharePoint, Forms and Power Platform, WSP Global (and classic 1967 Morris Traveller driver)

Thank you for replying.  The Form would have basic options… eg  ‘I would like to choose option 1, 2, 3’  and, if you click an option, it would drag over the rows from the prepopulated Excel (corresponding data Tables 1, 2, 3 etc) and place those tables consecutively in a Word document.  Does that help /make clear?   

@grantw76 Once the form was submitted you could use a switch control based on the option chosen in the form. A switch is a type of condition that looks at 1 thing and can then have up to 25 "cases": in case option 1 is selected then do this, in case option 2 is selected then do this etc etc. In each case you would have a "list rows present in a table" action to get the relevant data from the table. Then another action to add that to the Word template. 

 

Rob
Los Gallardos
Principal Consultant, SharePoint, Forms and Power Platform, WSP Global (and classic 1967 Morris Traveller driver)

Yes Rob, that could work! Im slightly panicking now that there might be more than 25 tables, but could maybe merge some of them.  

What do you see as the best way of getting all of that then into a printable document… Not sure if I would need to convert the Excel rows into individual HTML tables ?    Making some progress at least! 

At my company we don't usually put data into a Word template, only produce PDFs so I can't advise about Word.

 

Rob
Los Gallardos
Principal Consultant, SharePoint, Forms and Power Platform, WSP Global (and classic 1967 Morris Traveller driver)

Doesn't need to be a Word document actually, just document to tie the tables together and then allow print. 

@grantw76 

 

You could also use a for each loop.

 

For each option selected in the form, list rows present in that table.

 

Then it would work for any number of tables and you wouldn’t have loads of sprawl.

 

You could quite easily populate a word document (unless you’re very proficient with HTML, I would go the Word route).

 

Can you provide some sample data and how you would want it to look in Word?

Thank you!  Grateful for all pointers. Here is screenshot of typical Excel tables and then table transposed over (based on which Form selection is chosen for the desired tables) to a word document with a title/logo/header. Ive shown 3 different ones in example but worksheet has >20.  Does that make sense/look feasible. 

@grantw76 

 

This is possible using the Encodian connector. Someone else with a better understanding of the native Microsoft Word connector and Word templates might be able to tell you how to achieve it natively but I know there isn't the same amount of flexibility on repeating content.

 

With Encodian's Populate Word Document action, you can repeat tables. Essentially, you get all your data into a JSON and you say for each Excel table, insert a table into Word. This blog post will give you an indication of how to set up your data and template:

Generate Word documents with repeating tables using Power Automate

Thank you.   As a corporate account I would imagine I will be limited with extra connectors. I have a few options now to start building, so will revert back when I undoubtedly stumble

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