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Session Id : sC3TIPOjii/a0pRX1YalqZ
Power Automate - Building Flows
Unanswered

Create Scheduled Excel File and Add (Filtered) Rows from an existing file.

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Posted on 27 Jul 2023 08:49:44 by 2

Hello everyone,

 

I would like to create an excel file on schedule, then have an existing data copied to it (and also filtered)

I'm currently having troubles with the filtering.

 

As context, I have found these 2 references and tried to "combine" its methods but didn't work.

 

Here's what I found:

1. https://powerusers.microsoft.com/t5/Building-Flows/Create-Excel-file-and-add-row/m-p/2265790#M251649

2. https://powerusers.microsoft.com/t5/General-Power-Automate/Filter-Excel-table-data-then-copy-to-another-file/td-p/1941306

 

Now for my flow:

My current flowMy current flow

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

I created a custom input and Expression for 'Row' (see reference #1) since the built-in parameters (as seen on reference #2) does not appear when the file to transfer data to does not exist.

 

I didn't expand the other actions since I was able to add the full data from the existing file to the new file. My only blocker is the filtering, so I only showed that part. But let me know if other actions need some checking too.

 

Any insight on this is much appreciated! Been quite stuck for a while now. Thank you in advance 😀

I have the same question (0)
  • BlueArrow51 Profile Picture
    2 on 02 Aug 2023 at 04:36:16
    Re: Create Scheduled Excel File and Add (Filtered) Rows from an existing file.

    My apologies. The details I wrote down seemed to be confusing. My problem wasn't the columns, but rather the filtering of the rows to be copied to the "Create file" action. 

     

    I did set the same column range on the "Create table" action.

    There is also no available selection for *Table in the 'add rows action' if a file where I would add rows was created within the same flow. This is why I had to use a custom value.

    As for the row action, I did use your recommendation.

     

    After a day or two I did find a solution to my problem. Here's what I did:

    1. Following the same flow, I added another "Filter Array" (top one) linked to the "Get tables" action.

     

    2. "Filter array 2" was still used to filter the rows based on their Location.

     

    3. On "Apply to each", I selected the 'body' Dynamic Content of "Filter array 2" as output from previous step. For context, "Filter array 2" is linked to the "List rows present in a table" where I will be copying data from. (not shown on screenshot)

     

    4. Then still used the custom value on the *Table

     

    Result: A new file is created with the expected columns containing an exact number of rows based on the filtered location.

     

    BlueArrow51_3-1690948341410.png

    BlueArrow51_4-1690948686914.png

     

    I really do appreciate the feedback! Thank you.

     

  • v-jefferni Profile Picture
    on 28 Jul 2023 at 07:52:57
    Re: Create Scheduled Excel File and Add (Filtered) Rows from an existing file.

    Hi @BlueArrow51 ,

     

    I don't understand why need the custom input, the files that created scheduled should always have the same columns as the original table. What columns you have in the original table, set them in the create table action. It seems there is only a Location column, so in the Row field write Location. 

     

    Then in Add a row action, use below:

    items('Apply_to_each')?['Location']

     

    Best regards,

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