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Power Platform Community / Forums / Power Automate / Power Automate pulling...
Power Automate
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Power Automate pulling daily report from email to save to mastersheet excel file

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I have a power automate flow setup that grabs a report that I am emailed daily and saves it to the companies sharepoint that I also have a powerbi setup to pull from. The overall goal is to prevent server bog from pulling from all these daily reports in my powerbi as eventually the query would become huge. I was thinking to setup the flow to combine andd reports into a master sheet then have a 90 day archive built that deletes any days over 90 days info from the sheet. Currently I had the flow saving to sharepoint before adding mastersheet idea, but upon that addition it broke the flow and gave runtime errors. pull excel from email-> save to sharepoint folder->grab all rows from the daily report->save to master sheet that is also located in different folder in sharepoint.
 
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  • lbendlin Profile Picture
    8,716 Super User 2026 Season 1 on at
    I would recommend you only store the individual files in the SharePoint, and leave the job of combining the data into a master table to Power Query.
     
    To speed up the process you can consider storing your data as CSV (faster than Excel) or as CSV archives (lower network penalty).
  • AL-06031615-0 Profile Picture
    2 on at
    Is there a way to combine the data into a master table in power query without loading all the data at all times? Let's say only show data that is 90 days old (last 90 reports), but longer per line item if line item within report if it appears every day longer then a 90 day period? (it is a daily inventory report)

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