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Session Id : XxD1Bg8YU38wORew2EEDVw
Power Automate - Building Flows
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Automating Excel to Word data transfer for multiple records using Power Automate

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Posted on 15 Jul 2024 21:25:11 by

Hello everyone,

I am looking for some assistance with an automation task using Power Automate. My goal is to link multiple Excel files with Word documents.

Specifically, I have several Excel files containing information for 50 different people. Each Excel file contains unique identifiers for each person to facilitate data mapping. I want to gather all this information and generate 50 Word files (one for each person) that include the various information from the different Excel files for the same person. The Word files will follow the same template.


I am wondering if this is feasible with Power Automate and, if so, if there is a tutorial or detailed instructions available for this?
I've also tried with VBA macros on Excel but I fear I may be blocked at some point.

Here's the approach I've tried so far:

=> List rows present in a table
=> Compose - to structure the data
=> Get file content
=> Compose - to analyze the Word content
=> Replace Text - to replace the placeholders with information from the Excel files
=> Update file

Unfortunately, this does not seem to work as expected. Could someone point out what might be wrong or suggest a better method?

Thank you in advance for your help!

  • SudeepGhatakNZ Profile Picture
    14,318 Most Valuable Professional on 15 Jul 2024 at 22:11:36
    Re: Automating Excel to Word data transfer for multiple records using Power Automate

    @Alex2Lab 

    You need a word template. Just replace the SharePoint connector in the blog below with an excel connector.

    Create automated Attendee certificates using Power Automate - Powering your Apps (sudeepghatak.com)

     

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