Power Platform Community Forum Thread Details

I am new to power automate please help me set up this flow.

Using power automate to run from an Excel workbook.

The flow needs to split the Excel table data below, according to the column 'E' (user name e.g. jb99, nc9, rl123) and save columns 'A' to 'D' to an Excel workbook named, MonthYear_user.xlsx (e.g. Jan24_jb99.xlsx, Jan24_nc9.xlsx, Jan24_rl123.xlsx) to the sharepoint pathway in column 'G' (Each user will have their Sharepoint pathway/folder). All the table data will be for the same month and year.

Email the link of this workbook saved in the sharepoint pathway (Column G), to the email address in column 'E' and CC as per column 'F') with subject 'Month and Year attachment' (e.g. Jan 24 attachment), email body 'Please see review file at the link'.

Example of files to be saved.

Jan24_jb99.xlsx to be saved in sharepoint folder jb99

Jan24_nc9.xlsx to be saved in sharepoint folder nc9

Jan24_rl123.xlsx to be saved in sharepoint folder rl123

Hope the requirements are clear enough. Please let me know if you need more information.

Any assistance would be greatly appreciated.

Categories:

Building flows

Hey,

I made a copy of your excel workbook and turned your data into a table and added an extra worksheet to it.

changed the month to current month if you wanna do a recurrence every month on the same workbook.

for unique emails

union(xpath(xml(json(concat('{"Root":{"Item":', union(body('Select_Excel_Data'), body('Select_Excel_Data')), '}}'))),'//Email/text()'),json('[]'))

for filter data by date

concat('/', formatDateTime(utcNow(), 'MM'), '/')

for Create file

formatDateTime(utcNow(),'MMMyy') &

slice(items('Apply_to_each_Email'),0,indexOf(items('Apply_to_each_Email'),'@'))

For the script you need to open excel and go to automatization and make a script there.
function main(workbook: ExcelScript.Workbook) { let data = workbook.getWorksheet("Blad1"); data.delete() }

sorry if this is what messy, had to write this fast.

hope this helps you on your way.