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Hi there,
I would like to use PA to help me automate a couple of functions. Here is the premise.
I get sent a daily email that contains an updated xls file and I want to save it to a OneDrive for Business folder. I've figured that function out (Yay!), but the next part is where I get stuck and need some help please.
There are two options that I need to work out.
1) There is one xls file that has all of the existing data and it simply adds a new line for yesterdays updates. What I think it should do is once the PA saves the new file to my drive, it should move the old file into a backup folder. The xls file will be used to provide the data for a PowerBI report.
So how do I go about configuring this please? And apologies if I have posted this in the wrong forum.
2) I get different xls file that PA saves to a separate folder, that only has the new data and not the old historical data. In this case I want to use PA to read the new data and save it to an existing spreadsheet as a new row. Again this will be used to provide the data for a different PowerBI report. I'm thinking it could then move the data file to a backup.
I hope this all makes sense...
Hi @DarthTom ,
I'll tackle option #2 here: I have a sample flow that works well and essentially will take your new daily data (referenced as #1 below) and add it to your historical table (referenced as #2 below). The trigger in the example is a manual one but could easily be changed to When an email arrives (with specific subjects, from, attachments, etc) and you said you had that part figured out.
So in this rudimentary example, I want to add to my existing data. The data Name and Surname that are added to my historical data are from the new daily data.
If this works for your option #2, please mark as a solution to help others find this answer quickly too!
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