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Power Platform Community / Forums / Power Automate / Excel manipulation que...
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Excel manipulation question

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Posted on by 18

Hi,

 

I'm newbie on Power Automate.

I'd like to bulid a flow which filter an excel table on sharepoint and save it to dropbox.

My first version is create a temporary excel file that store the filtered excel data and this file's contents to be copied to a file on dropbox.

The flow:

1. automated start when file created or modified in sharepoint folder

2. list rows in temporary excel table

3. delete rows in temporary excel table

4. list rows in my to be filtered excel table

5. insert new lines in my test table

6. read my temporary excel file contents from sharepoint

7. write readed file contents to file on my dropbox

 

Is this okay or available simplier version for this task?

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  • abm abm Profile Picture
    32,865 Most Valuable Professional on at

    Hi @laszlov79 

     

    Couple of questions please.

     

    1. automated start when file created or modified in sharepoint folder

     

    Is this excel file?

     

    4. list rows in my to be filtered excel table

     

    Please explain what filter and which excel table is this? Is this excel file from step 1 you mentioned

     

    5. insert new ines in my test table

    6. read my temporary excel file contents from sharepoint

    7. write readed file contents to file on my dropbox

     

    Above yes I understood that you want to insert new lines in your test table. Is this the temporary excel table?

     

    Point 6 you mentioned delete rows and now here you saying read temp file? Not very clear here. Is that step 5 test table is the temp file?

     

    Point 7 read file contents and copy to dropbox. Is this the temp file?

     

    Could you please explain all the above?

     

    Thanks

     

     

     

  • Grant_Jenkins Profile Picture
    57 on at

    I'm also a bit confused by what you're after, but at a guess I'm assuming you want to retrieve the contents from a new Excel file uploaded to a SharePoint Folder, filter the data, and send the filtered data to your Dropbox.

     

    If that's not what you are after, then let us know.

     

    The below flow is based on my assumption (which may be completely wrong). Also, assuming the Excel file will always have a Table with the same name - in the example below I've used ColorsTable. I've only got one filter condition - that the color needs to be Green. You can add whatever conditions you want based on your Excel columns. And in the Create CSV table you would put whatever columns you want in the final output.

     

    I would have a trigger When a file is created (properties only) with the following actions

    1. List out the contents of the file using List rows present in a table
    2. Filter the contents as required using Filter array
    3. Create a CSV file using the contents from the Filter array using Create CSV table
    4. Add the CSV to your Dropbox. Note that I don't have Dropbox and can't use that connector so just using a Send email action to show how to get the content of the CSV.

    Grant_Jenkins_0-1665295853304.png

     

    Below are the trigger and actions expanded out. See the notes in each of the actions for the Expressions used.

     

    Grant_Jenkins_1-1665296063754.png

    Grant_Jenkins_2-1665296082748.png

     

  • laszlov79 Profile Picture
    18 on at

    HI @abm 

     

    First sorry, my english not the best.

    My lesson the next:

    I have an excel table on sharepoint site and i'd like to update another excel file (this file on dropbox equal to my first excel filtered version) with this file's filtered content.

     

    Couple of questions please.

    1. automated start when file created or modified in sharepoint folder

    Is this excel file?

    Yes. this is xlsx file wihout any macros, but for me sceduler as start action is perfect

     

    step 2: list temp table (name: TEST) rows

    step 3: apply to each (value from step 2 and delete row)

    step 2 and 3 delete temorary table's rows

     

    4. list rows in my to be filtered excel table

    Please explain what filter and which excel table is this? Is this excel file from step 1 you mentioned

    Yes, this is the file from step 1

     

    5. insert new lines in my test temporary table which has name: TEST

    6. read my temporary excel file contents from sharepoint

    7. write readed file contents to file on my dropbox

     

    Above yes I understood that you want to insert new lines in your test table. Is this the temporary excel table?

    Yes, my temporary table named TEST

     

    Point 6 you mentioned delete rows and now here you saying read temp file? Not very clear here. Is that step 5 test table is the temp file?

    yes, i don't find other option i use a temporary file to exchange data between sharepoint and dropbox

     

    Point 7 read file contents and copy to dropbox. Is this the temp file?

    yes. a i read temp file and write to dropbox

     

  • laszlov79 Profile Picture
    18 on at

    I'm also a bit confused by what you're after, but at a guess I'm assuming you want to retrieve the contents from a new Excel file uploaded to a SharePoint Folder, filter the data, and send the filtered data to your Dropbox.

    I have an one excel file on sharepoint and i'd like to update another excel file on dropbox with sharepoint excel file's filtered content when the file modified, but daily scheduler also good for me.

     

     

    I would have a trigger When a file is created (properties only) with the following actions

    1. List out the contents of the file using List rows present in a table i filter my array in this step
    2. yFilter the contents as required using Filter array
    3. Create a CSV file using the contents from the Filter array using Create CSV table i'd like to using xlsx file
    4. Add the CSV to your Dropbox. Note that I don't have Dropbox and can't use that connector so just using a Send email action to show how to get the content of the CSV. this step need to use a temporary excel file, dropbox connector create file option use raw format 😞

    https://learn.microsoft.com/hu-hu/connectors/dropbox/

  • abm abm Profile Picture
    32,865 Most Valuable Professional on at

    Hi @laszlov79 

     

    Please watch my tutorial video about how to create table in an excel file?

     

    https://www.youtube.com/watch?v=Q4Q_OWEa-Jw

     

    Next For deletion of temp excel file Add List Rows and Delete action steps

     

    Next  watch the below video how to filter

     

    https://www.youtube.com/watch?v=NsGOUJfZO7o

     

    Finally add insert rows action step to add the results.

     

    To copy the files into Dropbox use the Copy file action step.

     

    Any questions please let me know.

     

    Thanks

     

  • Verified answer
    grantjenkins Profile Picture
    11,063 Moderator on at

    Hi @laszlov79 - I think I've got it now.

     

    Below are the steps I would take:

    1. Reoccurrence trigger (whatever schedule you wish)
    2. Get rows from main spreadsheet and apply filter as required
    3. Get rows from TEMP spreadsheet
    4. Remove all rows from TEMP spreadsheet
    5. Add filtered rows to TEMP spreadsheet
    6. Delay for 5 minutes (to ensure update of spreadsheet is complete)
    7. Get file content from TEMP spreadsheet
    8. Update spreadsheet in Dropbox with the TEMP file content

    Hopefully this is what you are after 🙂

     

    Another option with the TEMP file (instead of having an existing one and deleting the rows each time) is to just create it during the flow, add a Table with appropriate columns. And delete it again after you update the Dropbox file.

     

    Full flow below:

    grantjenkins_0-1665359433279.png

     

    Below are the details of each step:

    grantjenkins_1-1665359765107.png

    grantjenkins_2-1665359797996.png

    grantjenkins_3-1665359829222.png

    grantjenkins_4-1665359860602.png

    grantjenkins_5-1665359903370.png

     

  • laszlov79 Profile Picture
    18 on at

    Hi @abm ,

     

    Yess, this solution works for me too 🙂

    Can it be done this task without temp table?

  • laszlov79 Profile Picture
    18 on at

    Hi @grantjenkins 

     

    is it possible to make it without temporary excel table?

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