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Power Automate - Using Flows
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Sharepoint Get Item, filtered by Date <> end of the month

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Posted on by 21

Hello all!

First let me expose what Im currently doing and what I need, hopefully someone with help me! 🙏

 

1) I receive every workday (M-F) an email with a PDF that contains a table with the sales from the day before.

  • Monday: I get 3 PDF attached (Friday, Saturday and Sunday sales)
  • Tuesday: I get 1 PDF attached (Monday sales)
  • Wednesday: I get 1 PDF attached (Tuesday sales)
  • Thursday : I get 1 PDF attached (Wednesday sales)
  • Friday: I get 1 PDF attached (Thursday sales)

 

2) I have successfully created a Flow that take all the files and save them in to a One Frive folder

 

3) I have also created a PowerBi report that combines all files and generate daily, monthly and yearly KPI

 

4) Now I need to create a Sharepoint List with "end of the month" sales for each month, and the most recent date for the current month

 

 

I was able to do it with this flow

Reina_CP_0-1672251356160.png

(The delay is to make sure the dataset finished the update)

 

So basically I delete all the items and then create them again, which are the steps that take longer

 

To speed this process I guess I would have to get the Items filtered by "Date" value not being the End of the Month and delete those items exclusively. But i'm not sure how the formula would be

Reina_CP_1-1672253664062.png

 

Then I could filter my query and create only the latest Items

  • Reina_CP Profile Picture
    21 on at
    Re: Sharepoint Get Item, filtered by Date <> end of the month

    Totally agree! sadly it isn't possible

     

    How ever I solve my request, by adding a column on my query that verify if the date is the EOM or not, and also is filtered only by max creation date. So on my flow first I deleted those items that aren't EOM and creates the items resulted from the query, that way everyday the flow just delete and create fewer items

  • lbendlin Profile Picture
    7,794 Super User 2025 Season 1 on at
    Re: Sharepoint Get Item, filtered by Date <> end of the month
     I receive every workday (M-F) an email with a PDF that contains a table with the sales from the day before

    Why?  It would be much easier if they would give you access to the data source.  Then you can create the Power BI reports much easier, and you could create your end-of-month  exports much simpler too. 

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