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Copy Excel table by some rules, and paste to outlook email body, send to receiver list (last column in Excel)

Hello all,

 

The expectation is to copy Excel table in attached file (from A column to H column) by rule - same customer name (column B), and paste to outlook email body, send to receiver list (last column in Excel) accordingly. 

 

Thanks for your kindly help!

BR/Handsome

11 REPLIES 11
Agnius
Most Valuable Professional
Most Valuable Professional

There are no native actions to either filter a data table or to create an HTML table in PAD (which you need to pass a

table to the body of an email). You can do both, but need some processing to do it.

 

When it comes to filtering a table of data that you get from Excel, there are a few options:

1. You could read all the data, then create a new table, loop through the data and add the relevant rows to your new table. This is the easiest way to do it, but requires the most actions.

2. You could run a SQL query to the Excel file and add the filters as a WHERE clause in the SQL query. This requires certain drivers to be installed on your machine to support SQL queries to Excel. It is not as straightforward, but is more efficient and requires less actions.

 

Your flow is doable, but there is no native way to filter data tables in PAD currently. So, you will either need to read all of the data from your Excel sheet and then loop through the resulting data table while getting the rows that are relevant to you and adding them to a new table, or use a SQL connection to the Excel file to extract only the relevant rows right away.

 

However, since you need to convert your table to an HTML table, meaning you would anyhow need to loop through each row to add the relevant HTML tags, I suggest extracting all the data from Excel and then having a filter condition in the part of the flow that creates your HTML table.

 

To do that, you first need to extract the data from Excel. This is quite simple:

AgniusBartninka_0-1688182955438.png

 

This will result in your data in a variable called %ExcelData% like this:

AgniusBartninka_0-1688012068546.png

Here's a snippet for the code to read the file (you can paste this directly into the PAD designer and the actions will be automatically created for you):

 

Excel.LaunchExcel.LaunchAndOpenUnderExistingProcess Path: $'''{directory}\\Test 0629.xlsx''' Visible: True ReadOnly: False Instance=> ExcelInstance
Excel.GetFirstFreeColumnRow Instance: ExcelInstance FirstFreeColumn=> FirstFreeColumn FirstFreeRow=> FirstFreeRow
Excel.ReadFromExcel.ReadCells Instance: ExcelInstance StartColumn: $'''A''' StartRow: 1 EndColumn: FirstFreeColumn - 1 EndRow: FirstFreeRow - 1 ReadAsText: False FirstLineIsHeader: True RangeValue=> ExcelData
Excel.CloseExcel.Close Instance: ExcelInstance

 

 

The next step is creating the HTML table. A HTML table is usually set as follows:

<table>
 <tr>
  <th>header1</th>
  <th>header2</th>
  ...
 </tr>
 <tr>
  <td>value1</td>
  <td>value2</td>
  ...
 </tr>
 ...
</table>

 

As mentioned, there is no native way to convert a table in PAD into an HTML table. So, you need to loop through your table and create the appropriate variables.

Step one is setting up the headers of your table. They should each be encapsulated in <th> </th> tags that are also within a row that is as a whole encapsulated in <tr> </tr> tags.

 

The following steps would create a variable that stores your headers:

 

AgniusBartninka_1-1688012230054.png

What it does is it loops through the column headers of your table. They are accessible via either %ExcelData.Columns% (results in a list variable) or %ExcelData.ColumnHeadersRow% (results in a data row variable), adds them to a separate list with the appropriate tags and then joins it to a single string.

 

Here's the code snippet for this part:

 

Variables.CreateNewList List=> TableHeaders
LOOP FOREACH CurrentColumnName IN ExcelData.Columns
    Variables.AddItemToList Item: $'''  <th>%CurrentColumnName%</th>''' List: TableHeaders
END
Text.JoinText.JoinWithDelimiter List: TableHeaders StandardDelimiter: Text.StandardDelimiter.NewLine DelimiterTimes: 1 Result=> TableHeaders
SET TableHeaders TO $''' <tr>
%TableHeaders%
 </tr>'''

 

 

At the end of it all, you will end up with headers that look like this:

AgniusBartninka_2-1688012283559.png

 

When you're done with that, you need to apply a similar approach to your rows. You can loop through the entire data table getting each row. However, since you need every cell to be added as a column value, you will in fact need two nested loops - one for the rows and then for each value within the row. So, the following set of actions will handle the entire table body dynamically, regardless of how many columns and rows you have:

AgniusBartninka_3-1688012453034.png

 

And here's the snippet:

 

Variables.CreateNewList List=> TableBody
LOOP FOREACH CurrentRow IN ExcelData
    Variables.CreateNewList List=> TableRow
    LOOP FOREACH CurrentItem IN CurrentRow
        Variables.AddItemToList Item: $'''   <td>%CurrentItem%</td>''' List: TableRow
    END
    Text.JoinText.JoinWithDelimiter List: TableRow StandardDelimiter: Text.StandardDelimiter.NewLine DelimiterTimes: 1 Result=> TableRow
    SET TableRow TO $''' <tr>
%TableRow%
 </tr>'''
    Variables.AddItemToList Item: TableRow List: TableBody
END
Text.JoinText.JoinWithDelimiter List: TableBody StandardDelimiter: Text.StandardDelimiter.NewLine DelimiterTimes: 1 Result=> TableBody

 

 

The body will then look like this:

AgniusBartninka_4-1688012494400.png

Finally, at the very end, you need to concatenate the headers and the body, and encapsulate them in the <table> </table> tags like so:

AgniusBartninka_5-1688012540362.png

 

I added the border=1 there to add a table border, but you can use all sorts of other HTML styling there, too.

This will result in a table that looks like this:

 

<table border = 1>
 <tr>
  <th>type</th>
  <th>Customer name</th>
  <th>date</th>
  <th>curr.</th>
  <th>amt.</th>
  <th>others</th>
  <th>Contract NO.</th>
  <th>Category</th>
  <th>Reiceiver list</th>
 </tr>
 <tr>
   <td>194301</td>
   <td>China telecom Sichuan</td>
   <td>20230628</td>
   <td>CNY</td>
   <td>341461,89</td>
   <td>227693</td>
   <td></td>
   <td></td>
   <td>{sanitized}</td>
 </tr>
 <tr>
   <td>194301</td>
   <td>China telecom Yunnan</td>
   <td>20230627</td>
   <td>CNY</td>
   <td>323343,39</td>
   <td>10TX2500228631</td>
   <td></td>
   <td></td>
   <td>{sanitized}</td>
 </tr>
 <tr>
   <td>194301</td>
   <td>China telecom Guangdong</td>
   <td>20230628</td>
   <td>CNY</td>
   <td>24781,24</td>
   <td>00110TX2500276281</td>
   <td></td>
   <td></td>
   <td>{sanitized}</td>
 </tr>
 <tr>
   <td>194301</td>
   <td>China telecom Sichuan</td>
   <td>20230629</td>
   <td>CNY</td>
   <td>504562,55</td>
   <td>2022</td>
   <td></td>
   <td></td>
   <td>{sanitized}</td>
 </tr>
</table>

 

 

If you put that into an HTML editor, you'll see the output is like this:

AgniusBartninka_1-1688183248629.png

 

Now, to add that to an email message, all you need to do is put the %Table% variable into the body, next to some text depending to your needs. And you need to enable the Body is HTML setting in the Send email action:

AgniusBartninka_7-1688012679826.png

 

This will get you the desired table in the email body.

 

Also, for the filtering part, you could actually do a filter while adding rows to your HTML table. So, if you want to only include rows that have a specific email address, you could do a condition in the row loop like so:

AgniusBartninka_2-1688183306006.png

 

 

This will skip all the actions for the specific row if the email address is not what you check for in the condition. I would suggest storing the email in a variable, but for the sake of simplicity, I hardcoded it here (and then removed the actual value to get through the spam filters for this forum). 

You can apply the same conditions for other columns, too.

(Note that I included the typo in "Reiceiver list" on purpose as it's also there in your Excel sheet).

 

Here's a full snippet of the entire flow for you to copy and paste to your designer (including the row filter condition):

 

Excel.LaunchExcel.LaunchAndOpenUnderExistingProcess Path: $'''{directory}\\Test 0629.xlsx''' Visible: True ReadOnly: False Instance=> ExcelInstance
Excel.GetFirstFreeColumnRow Instance: ExcelInstance FirstFreeColumn=> FirstFreeColumn FirstFreeRow=> FirstFreeRow
Excel.ReadFromExcel.ReadCells Instance: ExcelInstance StartColumn: $'''A''' StartRow: 1 EndColumn: FirstFreeColumn - 1 EndRow: FirstFreeRow - 1 ReadAsText: False FirstLineIsHeader: True RangeValue=> ExcelData
Excel.CloseExcel.Close Instance: ExcelInstance
Variables.CreateNewList List=> TableHeaders
LOOP FOREACH CurrentColumnName IN ExcelData.Columns
    Variables.AddItemToList Item: $'''  <th>%CurrentColumnName%</th>''' List: TableHeaders
END
Text.JoinText.JoinWithDelimiter List: TableHeaders StandardDelimiter: Text.StandardDelimiter.NewLine DelimiterTimes: 1 Result=> TableHeaders
SET TableHeaders TO $''' <tr>
%TableHeaders%
 </tr>'''
Variables.CreateNewList List=> TableBody
LOOP FOREACH CurrentRow IN ExcelData
    IF CurrentRow['Receiver list'] <> $'''{SomeEmail}''' THEN
        NEXT LOOP
    END
    Variables.CreateNewList List=> TableRow
    LOOP FOREACH CurrentItem IN CurrentRow
        Variables.AddItemToList Item: $'''   <td>%CurrentItem%</td>''' List: TableRow
    END
    Text.JoinText.JoinWithDelimiter List: TableRow StandardDelimiter: Text.StandardDelimiter.NewLine DelimiterTimes: 1 Result=> TableRow
    SET TableRow TO $''' <tr>
%TableRow%
 </tr>'''
    Variables.AddItemToList Item: TableRow List: TableBody
END
Text.JoinText.JoinWithDelimiter List: TableBody StandardDelimiter: Text.StandardDelimiter.NewLine DelimiterTimes: 1 Result=> TableBody
SET Table TO $'''<table border = 1>
%TableHeaders%
%TableBody%
</table>'''

 

Note that you will need to replace {directory} in the Launch Excel action with the actual folder path to where your file is located. You will also need to replace {SomeEmail} in the condition to actually filter for the applicable email address.

 

If I solved your question, please mark my answer as the solution.

 

Thank you.

-------------------------------------------------------------------------------------------------------------------------
If I have answered your question, please mark it as the preferred solution. If you like my response, please give it a Thumbs Up.
Regards, Agnius Bartninkas

Try using the Power Automate Cloud Flow with  connectors

 

Refer this link : https://www.powertechtips.com/create-html-table-from-array-power-automate/

 

Store the customer name to a variable and use the variable name to email

 

Same try out with Excel Table content after read.

Thank you so much,  I will have a try!

thanks @Agnius 

this post help me a lot .... only sometimes the headers of excel file created, are not completed ... have you any suggestion about?

 

Agnius
Most Valuable Professional
Most Valuable Professional

Can you please elaborate on the issue a bit? What do you mean they are not completed? Maybe you can share some screenshots?

-------------------------------------------------------------------------------------------------------------------------
If I have answered your question, please mark it as the preferred solution. If you like my response, please give it a Thumbs Up.
Regards, Agnius Bartninkas

Hi @Agnius 

thanks for your reply
this is my excel

diepic_0-1695314547919.png

 

and this is my power automate desktop

diepic_1-1695314714794.png

 

I write the files in 2 ways: html and excel.
HTML works well but it's too long to execute.
XLSX works but skip the headers ... I try also with a query that retrives the name of columns, but I'm not able to create a datatable with data retrieved from this query:
SELECT COLUMN_NAME FROM INFORMATION_SCHEMA.COLUMNS WHERE TABLE_NAME = N'mytable'

 

any suggestion will be apprecied.

 

Agnius
Most Valuable Professional
Most Valuable Professional

You are using an incorrect value for the headers list in your loop. You should not use %F01QueryResult.ColumnHeadersRow.ColumnNames%. Instead, you should use %F01QueryResult.ColumnHeadersRow% OR %F01QueryResult.ColumnNames%.

 

Actually, since %F01QueryResult.ColumnHeadersRow% is a datarow, when you write it to Excel, you can simply write the entire row at once without using a loop. Just send it to the first column and it will write the entire header row.

 

If you use %F01QueryResult.ColumnNames%, you do actually need a loop, because this will result in a list instead of a data row. I would also suggest that instead of writing to the active cell and using keystrokes to navigate, you would simply have a column index starting at 1 and use Increase variable inside your loop to keep increasing it. Then use that column index when writing to Excel.

-------------------------------------------------------------------------
If I have answered your question, please mark it as the preferred solution. If you like my response, please give it a Thumbs Up.

I also provide paid consultancy and development services using Power Automate. If you're interested, DM me and we can discuss it.

-------------------------------------------------------------------------------------------------------------------------
If I have answered your question, please mark it as the preferred solution. If you like my response, please give it a Thumbs Up.
Regards, Agnius Bartninkas

this help me a lot

thanks @Agnius 

diepic
Responsive Resident
Responsive Resident

@Agnius please .... can you indcate me an example for:
 "I would also suggest that instead of writing to the active cell and using keystrokes to navigate, you would simply have a column index starting at 1 and use Increase variable inside your loop to keep increasing it. Then use that column index when writing to Excel."?

Agnius
Most Valuable Professional
Most Valuable Professional

You can do something like this:

 

Set %ColumnIndex% to 1

For each %F02ExcelInstanceHead% in %F01QueryResult.ColumnNames%

   Write %F02ExcelInstanceHead% to Excel at row 1 and column %ColumnIndex%

   Increase variable %ColumnIndex% by 1

End loop

 

This is a generic text interpretation of the actions needed. I think you should be able to reproduce these in PAD.

-------------------------------------------------------------------------
If I have answered your question, please mark it as the preferred solution. If you like my response, please give it a Thumbs Up.

I also provide paid consultancy and development services using Power Automate. If you're interested, DM me and we can discuss it.

-------------------------------------------------------------------------------------------------------------------------
If I have answered your question, please mark it as the preferred solution. If you like my response, please give it a Thumbs Up.
Regards, Agnius Bartninkas

thanks @Agnius 

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