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nishadhac
Regular Visitor

Assistance Needed for Daily Email Report

Hello,

Can anyone help me? I want to extract the most recently added data from an Excel file, generate a report from it, and send it as an email daily after 4 pm to a couple of email addresses.

3 ACCEPTED SOLUTIONS

Accepted Solutions
trice602
Super User
Super User

Hi @nishadhac ,

 

Here's a sample flow for you to build on and make it your own.  In this example, I am sending out a daily report that contains all new rows for TODAY's DATE and then emailing to some people.

 

trice602_0-1697301172230.png

 

The first part of the flow has a trigger, when an email arrives (the complete report), I save it to OneDrive and then list rows in the table.

 

trice602_1-1697301255818.png

 

 

Include attachments is important in the trigger.

 

trice602_2-1697301304511.png

 

I have a variable we will use later, just initialize here

 

trice602_3-1697301340285.png

 

Next, I am saving the file I receive by attachment, the dynamic content is from the trigger, attachment name and attachment content bytes.

 

trice602_4-1697301394223.png

 

 

Next I list rows present in the table of the file I just saved.  I assume the table name is named Table1 and enter that as a custom value.  The file name is the dynamic content from the trigger Attachment Name, shown below.

 

trice602_5-1697301477837.png

 

The next two actions select the data and put in an html table.  When you create your map in the select, even though they show up like this before after saving/running, the way to enter in the map values is in the following format as an expression:

 

item()?['Attendance Days']

item()?['Class']

item()?['IMS_Marked']

item()?['Notes']

 

trice602_6-1697301533048.png

 

The create HTML table action uses the output of the Select action, shown above.

 

Next, I will format the html table a little with borders and cell spacing, using a set variable action.

 

replace(body('Create_HTML_table'),'<table>','<table border="1" style="padding:10px">')
 
trice602_7-1697301725900.png

 

Last step is to send the email out.  I use a dynamic subject line for today's date:

 

formatDateTime(utcNow(),'MM/dd/yyyy')

 

trice602_8-1697301795029.png

 

 

Here's a sample report by email with today's entries.  I didn't spend a lot of time formatting but you have the flow to make this your own.

 

trice602_9-1697301848275.png

 

This is the excel table I am using for the test.

 

trice602_10-1697301891216.png

 

Please mark one or more of my replies as a solution if they were helpful!

 

 

 

If this was helpful: Please mark as a solution Give me a thumbs up Always glad to help, Tom! Connect on LinkedIn

View solution in original post

trice602
Super User
Super User

Hi @nishadhac ,

 

I was posting the flow example when you replied.  So assuming your form results are already getting saved to a OneDrive excel table, you would modify accordingly:

 

1)  Change the trigger to a recurrence to run once a day a 4 PM.

 

2)  Since the file is already created, you can skip creating the file and just list rows present in the table. 

 

trice602_0-1697302305390.png

 

 

Again, please consider marking one of more of these replies as a solution.  I enjoyed working on this post.

 

 

If this was helpful: Please mark as a solution Give me a thumbs up Always glad to help, Tom! Connect on LinkedIn

View solution in original post

trice602
Super User
Super User

Hi @nishadhac ,

 

Here's the details on the Select values, again I know this part can be confusing so clarifying.  These are entered as expressions but again, after saving and running, they will look like this but you enter them in as an expression.

 

trice602_0-1697302571075.png

 

 

If this was helpful: Please mark as a solution Give me a thumbs up Always glad to help, Tom! Connect on LinkedIn

View solution in original post

9 REPLIES 9
trice602
Super User
Super User

Hi @nishadhac ,

 

I'm sure there are a bunch of people glad to help with this!  If you can share your excel workbook by pasting in a screenshot (not attaching) and indicate if the data is in a table, how you want to filter it by specific columns, etc, etc and how you want to share it -- those details are critically important to getting someone to response and help.

 

So think about providing the entire scope of work and share all the details.

 

 

If this was helpful: Please mark as a solution Give me a thumbs up Always glad to help, Tom! Connect on LinkedIn
trice602
Super User
Super User

Also include where the Excel file is stored:  OneDrive, SharePoint, File System, etc 😊

If this was helpful: Please mark as a solution Give me a thumbs up Always glad to help, Tom! Connect on LinkedIn

Hi @trice602 ,

I would like to retrieve the most recently updated data from the IMS Marked Date column and the Excel file stored in OneDrive for Business.



Screenshot 2023-10-14 at 8.35.15 PM.png

trice602
Super User
Super User

Hi @nishadhac ,

 

Perfect!  Thanks for adding - very helpful.  So to clarify, you want to add any rows that contained yesterday's date as an example?  I think I can put that together pretty quickly over coffee this morning

 

 

 

 

If this was helpful: Please mark as a solution Give me a thumbs up Always glad to help, Tom! Connect on LinkedIn

Hi @trice602,

Yes, you are correct. It will update on a daily basis as a result of filling out the Microsoft form. I just want to receive the day-by-day results, not all the previous date records, as a report sent every day after 4 pm to selected email addresses.

trice602
Super User
Super User

Hi @nishadhac ,

 

Here's a sample flow for you to build on and make it your own.  In this example, I am sending out a daily report that contains all new rows for TODAY's DATE and then emailing to some people.

 

trice602_0-1697301172230.png

 

The first part of the flow has a trigger, when an email arrives (the complete report), I save it to OneDrive and then list rows in the table.

 

trice602_1-1697301255818.png

 

 

Include attachments is important in the trigger.

 

trice602_2-1697301304511.png

 

I have a variable we will use later, just initialize here

 

trice602_3-1697301340285.png

 

Next, I am saving the file I receive by attachment, the dynamic content is from the trigger, attachment name and attachment content bytes.

 

trice602_4-1697301394223.png

 

 

Next I list rows present in the table of the file I just saved.  I assume the table name is named Table1 and enter that as a custom value.  The file name is the dynamic content from the trigger Attachment Name, shown below.

 

trice602_5-1697301477837.png

 

The next two actions select the data and put in an html table.  When you create your map in the select, even though they show up like this before after saving/running, the way to enter in the map values is in the following format as an expression:

 

item()?['Attendance Days']

item()?['Class']

item()?['IMS_Marked']

item()?['Notes']

 

trice602_6-1697301533048.png

 

The create HTML table action uses the output of the Select action, shown above.

 

Next, I will format the html table a little with borders and cell spacing, using a set variable action.

 

replace(body('Create_HTML_table'),'<table>','<table border="1" style="padding:10px">')
 
trice602_7-1697301725900.png

 

Last step is to send the email out.  I use a dynamic subject line for today's date:

 

formatDateTime(utcNow(),'MM/dd/yyyy')

 

trice602_8-1697301795029.png

 

 

Here's a sample report by email with today's entries.  I didn't spend a lot of time formatting but you have the flow to make this your own.

 

trice602_9-1697301848275.png

 

This is the excel table I am using for the test.

 

trice602_10-1697301891216.png

 

Please mark one or more of my replies as a solution if they were helpful!

 

 

 

If this was helpful: Please mark as a solution Give me a thumbs up Always glad to help, Tom! Connect on LinkedIn
trice602
Super User
Super User

Hi @nishadhac ,

 

I was posting the flow example when you replied.  So assuming your form results are already getting saved to a OneDrive excel table, you would modify accordingly:

 

1)  Change the trigger to a recurrence to run once a day a 4 PM.

 

2)  Since the file is already created, you can skip creating the file and just list rows present in the table. 

 

trice602_0-1697302305390.png

 

 

Again, please consider marking one of more of these replies as a solution.  I enjoyed working on this post.

 

 

If this was helpful: Please mark as a solution Give me a thumbs up Always glad to help, Tom! Connect on LinkedIn
trice602
Super User
Super User

Hi @nishadhac ,

 

Here's the details on the Select values, again I know this part can be confusing so clarifying.  These are entered as expressions but again, after saving and running, they will look like this but you enter them in as an expression.

 

trice602_0-1697302571075.png

 

 

If this was helpful: Please mark as a solution Give me a thumbs up Always glad to help, Tom! Connect on LinkedIn
nishadhac
Regular Visitor

Hi @trice602 ,

Could you please share the created floor with me.

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