Power Platform Community Forum Thread Details

Alright so I am relatively new to Power Automate.

My business problem: I have a PowerBi report that has a list of names with associated accounts, for example, Betsy may have 5 accounts, Bob may have 12 and so on. Every month I need to send out a personal email to each of these names separately so each person doesnt get a list of accounts for other people. This email would contain the list of accounts and it would go to those specific people. Essentially, please take a look at these accounts under your name, thanks kind of thing.

My current status (Power Automate): I have created a Dax that creates a calculated table from my original table that contains just these columns and rows that I need for the email. Essentially, its one row for Name, one row for the account number. This table is already filtered in the DAX so that each month a person will get a new updated list. I then took the Dax and pointed it at the dataset and now have a JSON.

So I can grab the data. Now I have no clue what to do with this. I want to be able to just email this list to each person for their particular accounts. As I see I can send this to SharePoint or One Drive, make a table with it in excel, etc. Lots of options. I think the best may be to be able to create one excel file(CSV)/table, dump it into a SharePoint, and then I can append it later on to see what kind of progress I have had, something like, who is doing what through the months. I would ABSOLUTELY prefer just being able to grab the list, dont turn it into a CSV and just create an email with an embedded table for each individual person but think this may not be feasible since there is no object for it to grab from to generate that email.

Whats next or my stuck point: Do I create the CSV, dump that into Sharepoint or One Drive, then create an email based on a filter or something else? I have looked a lot on Youtube and such but the particular accounts for particular people is really got me wrapped around the wheel. I think there may be a While Loop in there to generate a specific email for a specific person.

My Power Automate is essentially

Occurrence

Run Query Against Dataset PowerBi

Apply to Each for Table Creation

Create a CSV with this Object

........ (End of my Power Automate as I dont know where else to go) I appreciate anyone reading through this and helping!

Categories:

Building flows