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Copilot Studio - General
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PVA Filter Excel Table - Search Employee Name based off Contains and Return Certain Columns

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I am trying to create an action where I can ask the PVA bot to look inside of an excel sheet, filter the employee name and return the pay increase that was given to the employee.  I would pick certain columns and then pass it to a markdown table so that it can be visually appealing.  I am a part time user of PVA and I cannot figure out how to filter the excel table for employee name.  Can someone please guide me how to do this effectively.   Here is what I have now that is not working.  It seems to be filtering the dat or doing something but not returning anything.

wherdzik_2-1687195483192.png

 

My starting flow

 

 

wherdzik_1-1687195409158.png

 

 

 

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  • Diegoaapm94 Profile Picture
    on at
    Re: PVA Filter Excel Table - Search Employee Name based off Contains and Return Certain Columns

    thank you!

  • wherdzik Profile Picture
    on at
    Re: PVA Filter Excel Table - Search Employee Name based off Contains and Return Certain Columns

    I changed this flow and moved it to a sharepiont list:

    wherdzik_0-1703252193612.png

    Under the Get Items I did a substgringof

    wherdzik_1-1703252221616.png

    Then I returned to a Mark Down table:

    wherdzik_2-1703252255068.png

     

  • Diegoaapm94 Profile Picture
    on at
    Re: PVA Filter Excel Table - Search Employee Name based off Contains and Return Certain Columns

    Hello, can you share your flow please

     

    Thank you

  • wherdzik Profile Picture
    on at
    Re: PVA Filter Excel Table - Search Employee Name based off Contains and Return Certain Columns

    Thank you for the suggestion.

  • Verified answer
    Pstork1 Profile Picture
    66,477 Most Valuable Professional on at
    Re: PVA Filter Excel Table - Search Employee Name based off Contains and Return Certain Columns

    1) Try putting an Upper() function around each field in the filter statement.  That will convert everything to uppercase to do the compare.

     

    2) The filter array will output all the columns. But you can use a Data Select just before the filter array to trim out columns you don't need.  You can also use that to cast the employee name column to all caps so you don't have to do it in the filter.  Then run the filter on the output of the data select. After that you may have to do a Parse JSON to get access to the individual fields as dynamic content again.

  • wherdzik Profile Picture
    on at
    Re: PVA Filter Excel Table - Search Employee Name based off Contains and Return Certain Columns

    Thanks Psork1, I see what is going on.  You are correct some of the employee names are in ALL CAPs.  Is there a way to have to filter for just the text regardless of capitalizations?  This table is all over the place and if I could filter without these criteria would be awesome.  Also, how do I capture only certain columns from the Filter Array.  I see the "Body" but how do I pick the columns from there as this is a long running table.

  • Pstork1 Profile Picture
    66,477 Most Valuable Professional on at
    Re: PVA Filter Excel Table - Search Employee Name based off Contains and Return Certain Columns

    The way you are doing it looks right depending on things like capitalization and what is being passed as the Input.  I would suggest adding a Compose statement just prior to the filter array and add the Input to that.  Then you can compare that to the different rows output by the List Rows action to see why the filter isn't working.  

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