cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Json123
Helper IV
Helper IV

Create a table using Excel fields and input it in an email

Hi,

 

I am trying to grab specific fields from an Excel, create a table, and then input it in a body of an email.

 

For more background, I have an excel sheet where if an email address is listed, a notification will be sent out to that user. However, the email address can be listed more than once. I need to send out just ONE email with all of the rows' information with that email address.

jamesjson_0-1645646333934.png

 

So for the example above, an email like below should get sent:

jamesjson_0-1645650389198.png

 

 

 

I was able to create this using the web version, but due to some limitations, I have to use the desktop version.

 

Any help would be appreciated.

 

 

Thanks!

 

13 REPLIES 13
UK_Mike
Post Prodigy
Post Prodigy

Perhaps use Excel to remove the duplicates in the first instance ?

Hi,

 

The duplicates aren't really the issue (I'm able to to that in the automation). Really, what I want is to pull the information from Excel and put it in the body of the email. However, 1 email per 1 email address listed in the Excel with ALL the information it has consolidated. 

Yes but if you have 2 identical email addresses are the row values the same ?

No, the row values are different. 

 

So it should send ONE email with a table of the different values. Please see the picture below.

jamesjson_0-1645650454683.png

 

Ahh thats where you lost me, initially you said all of the rows value, as in single row but you meant table, gotcha.

Sorry about that. I see how that's confusing. I just updated it as plural

So its the whole table ? no other conditions ?

Like I said excel / power query can remove the duplicate email addresses and put them into a wee table same sheet or other sheet, for each email send table ?

MichaelAnnis
Super User
Super User

If you have the freedom to sort by email, do so.

 

Here is the logic after launching excel and sorting:

Get First Free Row

Set %PreviousEmail% to %''%

Loop 2 (assuming a title row) to %FirstFreeRow - 1% increment of 1

    'We will loop through each row with %LoopIndex% as the row number and grab the email from the current row and the next row in two separate variables into %CurrentEmail% and %NextEmail

If %LoopIndex% > 2

    Read from Excel at D and %LoopIndex - 1%

End(If)

If %CurrentEmail% 'does not equal' %PreviousEmail%

    Capture the current row number as the %StartRow%

End(If)

If %CurrentEmail% 'does not equal' %NextEmail%

    Send Email with Excel extracted from A and %StartRow% to D and %LoopIndex% NOTE:  LoopIndex is the EndRow

End (if)

 

    

----
If my post has answered your question, please thumbs up and mark this post as a solution.

I also offer paid consulting services. If you would like to discuss this option, please feel free to DM me and we can set up a time to join a Zoom call and fix any issues you are having.
yoko2020
Responsive Resident
Responsive Resident

@Json123 

This is an example PAD code, you can copy and paste in PAD.

This is using sql query processing and outlook desktop for sending email

 

Requirements:

- Office365 64 bit installed.

- Outlook desktop configured

- Download sample excel file from here 

 

PAD Code :

 

# ----------------CHANGE FILE PATH BELOW----------
SET FileExcel TO $'''C:\\Users\\abc\\Downloads\\Book1.xlsx'''
SET tableStart TO $'''<div><table border=\"1\" cellpadding=\"2\">'''
SET tablehead TO $'''<tr><th>Number</th><th>Name</th><th>Amount</th><th>Issues</th><th>Need to send email</th><th>Email Address</th></tr>'''
Outlook.Launch Instance=> OutlookInstance
SET ConnString TO $'''Provider=Microsoft.ACE.OLEDB.12.0;Data Source=%FileExcel%;Extended Properties=\"Excel 12.0 Xml;HDR=yes\";'''
Database.ExecuteSqlStatement.ConnectAndExecute ConnectionString: ConnString Statement: $'''Select DISTINCT [Email Address]
from [Sheet1$]
''' Timeout: 30 Result=> QR_Email
LOOP FOREACH CI_Email IN QR_Email
    SET tableBody TO $'''%''%'''
    SET EmailAddress TO CI_Email['Email Address']
    Database.ExecuteSqlStatement.ConnectAndExecute ConnectionString: ConnString Statement: $'''Select *
from [Sheet1$]
where [Email Address] = \'%EmailAddress%\'
''' Timeout: 30 Result=> QR_Data
    LOOP FOREACH CI_Data IN QR_Data
        SET tableBody TO $'''%tableBody%<tr><td>%CI_Data['Number']%</td><td>%CI_Data['Amount']%</td><td>%CI_Data['Name']%</td><td>%CI_Data['Issues']%</td><td>%CI_Data['Need to send email']%</td><td>%CI_Data['Email Address']%</td></tr>'''
    END
    SET tableEnd TO $'''</table></div>'''
    Outlook.SendEmailThroughOutlook.SendEmail Instance: OutlookInstance Account: $'''your@email.com''' SendTo: $'''your@email.com''' Subject: $'''test''' Body: $'''%tableStart%
%tablehead%
%tableBody%
%tableEnd%''' IsBodyHtml: True
END

 

Hi,

 

I'm not understanding where you're getting the "Set %PreviousEmail% to %''%" 

 

Is %PreviousEmail% the %EmailAddress%

 

 

My apologies.  I added another step (in BOLD) below.  You are working off of two major logics.

 

Logic 1)  If the Current Row Email is not the same as the Previous Row Email, get the Starting Row #

Logic 2)  If the Next Row Email is not the same as the Current Row Email, send the Email (from Start Row to Current Row)

 

Set %PreviousEmail% to %''% is simply there so that the variable is defined as (blank) before the IF logic that happens later.  This means your first row's email will not equal blank; therefore, it will declare the start row as 2 for the first email.  Without this line of code, the IF function would error out because %PreviousEmail% would not have been populated yet.

 

Best of luck!

----
If my post has answered your question, please thumbs up and mark this post as a solution.

I also offer paid consulting services. If you would like to discuss this option, please feel free to DM me and we can set up a time to join a Zoom call and fix any issues you are having.

Hi MichaelAnnis,

 

Thanks for your response! Are you also able to explain the first loop and how you're splitting between

 %CurrentEmail% and %NextEmail?

 

Thanks!

Current Email would be:

 

Read from Excel at D and %LoopIndex% to %CurrentEmail%

 

Next Email would be:

 

Read from Excel at D and %LoopIndex + 1% to %NextEmail%

----
If my post has answered your question, please thumbs up and mark this post as a solution.

I also offer paid consulting services. If you would like to discuss this option, please feel free to DM me and we can set up a time to join a Zoom call and fix any issues you are having.

Helpful resources

Announcements

Announcing Power Apps Copilot Cookbook Gallery

We are excited to share that the all-new Copilot Cookbook Gallery for Power Apps is now available in the Power Apps Community, full of tips and tricks on how to best use Microsoft Copilot as you develop and create in Power Apps. The new Copilot Cookbook is your go-to resource when you need inspiration--or when you're stuck--and aren't sure how to best partner with Copilot while creating apps.   Whether you're looking for the best prompts or just want to know about responsible AI use, visit Copilot Cookbook for regular updates you can rely on--while also serving up some of your greatest tips and tricks for the Community. Our team will be reviewing posts using the new "Copilot" label to ensure we highlight and amplify the most relevant and recent content, so you're assured of high-quality content every time you visit. If you share a post that gets featured in the curated gallery, you'll get a PM in the Community to let you know!The curated gallery is ready for you to experience now, so visit the new Copilot Cookbook for Power Apps today: Copilot Cookbook - Power Platform Community. We can't wait to see what you "cook" up!    

Tuesday Tips: Getting Started in the Community

TUESDAY TIPS is back!   This weekly series of posts is our way of sharing helpful things we've learned or shared that have helped members of the Community. Whether you're just getting started or you're a seasoned pro, Tuesday Tips will help you know where to go, what to look for, and navigate your way through the ever-growing--and ever-changing--world of the Power Platform Community! The original run of Tuesday Tips was a highlight of last year, and these all-new Tips will hopefully prove to be just as informative as helpful. We will cover some basics about the Community, a few "insider tips" to make your experience even better, and sharing best practices gleaned from our most active community members and Super Users. Make sure to watch the News & Announcements each week for the latest and greatest Tuesday Tips!   THIS WEEK: I'm Brand New! What Do I Do? The number of new community members we have each week is pretty amazing, and we are so glad to welcome all of you to the Community! You may be wondering. "What do I do? Where do I get started? Will anyone be willing to help me? What I have a question? Help!"   Let's start with this: Welcome to the low-code revolution, and more importantly, welcome to the Power Platform Community! This is a great place to start. Whether you're busy with Power Apps, getting familiar with Power Automate, engaging Copilot Studio, or building in Power Pages, there are a few key places you should check out as you begin your journey: FORUMS: The forums are THE place to ask questions, look at questions asked by other Community members—and see answers and solutions from our Super Users and other helpful people in the Community. Power Apps ForumsPower Automate ForumsCopilot Studio ForumsPower Pages Forums   NEWS & ANNOUNCEMENTS: Our News & Announcements section highlights the newest and greatest updates in the Community, news from the product team, and so much more. It’s updated a few times each week and will also help you find ways to connect with what’s going on in the ever-growing world of Power Platform. Power Apps News & AnnouncementsPower Automate News & AnnouncementsCopilot Studio News & AnnouncementsPower Pages News & Announcements   GALLERIES: The Galleries section of the Community features tons of tips and tricks, features and benefits, and more—through videos created by our Super Users, product teams, and other helpful members of the Community. Power Apps GalleriesPower Automate Galleries Copilot Studio GalleriesPower Pages Galleries BLOGS: The community blogs section is full of handy step-by-step tips from members of the Community—and some of them include detailed answers to some of the questions most frequently asked questions, as well as how they solved a problem they faced. Power Apps Community BlogPower Automate Community BlogCopilot Studio Community BlogPower Pages Community Blog POWER UP PROGRAM: If you’d like to really take a huge step forward in your journey, we recommend checking out the Power Up Program, a Microsoft-sponsored initiative that trains new Power Platform users and has been a huge success since it launched a little over a year ago. There’s a waiting list, so definitely apply soon if you’re interested! Find out more here: Microsoft Power Up Program for career switchers.   There's so much more you'll discover in your Power Platform experience, and this Community is here for YOU! We are glad you've discovered us and can't wait to see where you grow! If you're new to the Community and just getting started, make sure to give this post a kudo and introduce yourself so we can welcome you!

Super User of the Month | Drew Poggemann

As part of a new monthly feature in the Community, we are excited to share that Drew Poggemann is our featured Super User for the month of February 2024. If you've been in the Community for a while, we're sure Drew's name is familiar to you, as he is one of our most active contributors--he's been a Super User for five consecutive seasons!   Since authoring his first reply 5 years ago to his 514th solution authored, Drew has helped countless Community members with his insights and expertise. In addition to being a Super User, Drew is also a User Group leader and a Microsoft MVP. His contributions to our Super User sessions and to the new SUIT program are always welcome--as well as his sense of humor and fun-loving way of sharing what he knows with others.   When Drew is not solving problems and authoring solutions, he's busy overseeing the Solution Architecture team at HBS, specializing in application architecture and business solution strategy--something he's been doing for over 30 years. We are grateful for Drew and the amazing way he has used his talent and skills to help so many others in the Community. If you are part of the SUIT program, you got to hear some great tips from Drew at the first SUIT session--and we know he still has much more to share!You can find him in the Community and on LinkedIn. Thank you for all you do, Drew!

Celebrating a New Season of Super Users with Charles Lamanna, CVP Microsoft Business Applications

February 8 was the kickoff to the 2024 Season One Super User program for Power Platform Communities, and we are thrilled to welcome back so many returning Super Users--as well as so many brand new Super Users who started their journey last fall. Our Community Super Users are the true heroes, answering questions, providing solutions, filtering spam, and so much more. The impact they make on the Communities each day is significant, and we wanted to do something special to welcome them at our first kickoff meeting of the year.   Charles Lamanna, Microsoft CVP of Business Applications, has stressed frequently how valuable our Community is to the growth and potential of Power Platform, and we are honored to share this message from him to our 2024 Season One Super Users--as well as anyone who might be interested in joining this elite group of Community members.     If you want to know more about Super Users, check out these posts for more information today:    Power Apps: What is A Super User? - Power Platform CommunityPower Automate: What is A Super User? - Power Platform Community Copilot Studio: What is A Super User? - Power Platform Community Power Pages: What is A Super User? - Power Platform Community

Super Users 2024 Season One is Here!

   We are excited to announce the first season of our 2024 Super Users is here! Our kickoff to the new year welcomes many returning Super Users and several new faces, and it's always exciting to see the impact these incredible individuals will have on the Community in 2024! We are so grateful for the daily difference they make in the Community already and know they will keep staying engaged and excited for all that will happen this year.   How to Spot a Super User in the Community:Have you ever written a post or asked for help in the Community and had it answered by a user with the Super User icon next to their name? It means you have found the actual, real-life superheroes of the Power Platform Community! Super Users are our heroes because of the way they consistently make a difference in the Community. Our amazing Super Users help keep the Community a safe place by flagging spam and letting the Community Managers know about issues. They also make the Community a great place to find answers, because they are often the first to offer solutions and get clarity on questions. Finally, Super Users share valuable insights on ways to keep the Community growing, engaging, and looking ahead!We are honored to reveal the new badges for this season of Super Users! Congratulations to all the new and returning Super Users!     To better answer the question "What is a Super User?" please check out this article: Power Apps: What is A Super User? - Power Platform CommunityPower Automate: What is A Super User? - Power Platform Community Copilot Studio: What is A Super User? - Power Platform Community Power Pages: What is A Super User? - Power Platform Community

Microsoft Power Platform | 2024 Release Wave 1 Plan

Check out the latest Microsoft Power Platform release plans for 2024!   We have a whole host of exciting new features to help you be more productive, enhance delegation, run automated testing, build responsive pages, and so much more.    Click the links below to see not only our forthcoming releases, but to also try out some of the new features that have recently been released to market across:     Power Apps  Power Automate  Copilot Studio   We can’t wait to share with you all the upcoming releases that will help take your Power Platform experience to the next level!    Check out the entire Release Wave: Power Platform Complete Release Planner 

Top Solution Authors
Top Kudoed Authors
Users online (5,546)