Filter Excel Data and Consolidate Row before Sending Email

(0) Share

Report

Posted on by hongdet

133

Hi All,

I'm would like to create a flow that would help to fulfil the following:

Read from Excel Spreadsheet
Identify all the sales personnel in "Username" column within the spreadsheet
Identify all the rows of data that belongs to the same sales personnel
Have email sent out with all the consolidated data (Date, Customer Name, Project Name Column) in a table and sent to all the respective sales personnel

Thanks in advance! 🙂

Categories:

Building flows

I have the same question (0)

All responses (6)

Answers (0)

tom_riha 10,185 Most Valuable Professional on at

Like (0)

Report

Hello @hongdet ,

I wrote an article on doing the same over data in SharePoint list here, your flow will be the same with the exception being that your source will be the Excel 'List rows...' action instead of 'Get items'.

Was this reply helpful? Yes No
grantjenkins 11,063 Moderator on at

Like (0)

Report
@hongdet A couple of questions:

Does your Excel file have a Table defined?
Where do you get the emails from (respective sales personnel) where you send the data?

Was this reply helpful? Yes No
hongdet 133 on at

Like (0)

Report

Thank you @tom_riha ,

It was really helpful and I was able to sent those email out by following your suggestion. May I check if I'm able to add-in additional steps to further filter out those data?

I would like to further filter out the data and only sent row data that has "Sales Completed" in another Column?

Thanks in advance!

Was this reply helpful? Yes No
hongdet 133 on at

Like (0)

Report

Hi @grantjenkins ,

1. Yes, the excel file does have a table defined (Table1)
2. The email address is stated in all of the row within the table

I was able to get the steps of filtering those data out and sent email to the respective agent based on the instruction @tom_riha has shared here

I'm now trying to see if I could further filter out the data and only sent row data that has "Sales Completed" in another Column?

Thanks in advance!

Was this reply helpful? Yes No
tom_riha 10,185 Most Valuable Professional on at

Like (1)

Report

Hello @hongdet ,

you have two options how to do that:

1. you can filter directly in the 'List rows....' action to return only the rows with 'Sales Completed' right at the start

2. you can add another filter in the 'Filter array' action where you search for each row per user to search not only rows for that user, but only rows for that user that must also have the status 'Sales Completed'

Was this reply helpful? Yes No
hongdet 133 on at

Like (0)

Report

Hi @tom_riha ,

Appreciate the advise!

So I got the filtering and condition working but for some reason it's only working for the "first set of record" when creating the HTML table.

From the second set onwards, it fails to create the HTML table:

For context -
=======================

Hope the information I've provided above isn't too confusing!

Thanks again in advance!

Was this reply helpful? Yes No