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Power Platform Community / Forums / Power Automate / Create Weekly Summary ...
Power Automate
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Create Weekly Summary Report of Forms submissions

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Posted on by jskufca

I have a form that is writing to an Excel file on a Sharepoint site.  This is a weekly sales activity form.  I want to create a report (can either be copy to a new excel sheet and email, or create HTML table within an email (but one question is a long freeform text multiple sentences, so would need to account for length).  We send out the report on Monday mornings, so would need to ONLY include all rows that were entered Monday prior 07:00 - Monday  current 07:00 based on a date column .  I don't need all of the rows from the Form submission, so would just pick the columns of interest.  I have no idea where to start!  Please help!

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  • Verified answer
    v-jefferni Profile Picture
    v-jefferni Microsoft Employee on at

    Hi @jskufca ,

     

    Instead of just writing to Excel, it's better to create a SP list and copy new submissions to this list as well. Excel data cannot be retrieved very well when it grows big. Now, I suppose you have the list prepared, you can have a recurrent trigger to run the flow at 7 every Monday. Below the trigger, use Get items action to list all items during the past week.

    vjefferni_1-1707447859716.png

    Next, you can either create an HTML table or add all items to another Excel table.

    vjefferni_2-1707447981752.png

     

    Best regards,

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