Skip to main content

Notifications

Community site session details

Community site session details

Session Id : O3e0AGryrIaw4p1e9deTwc
Power Automate - Building Flows
Answered

Flow Help - Excel to PDF, then e-mail PDF to distribution list

Like (0) ShareShare
ReportReport
Posted on 10 Mar 2018 16:03:23 by

Hello.

 

I'm a newbie in all-things 'Flow'. I've tried getting to grips with a couple of tutorials, but can't find one that suits my needs... I'm unsure whether this is because nobody else is trying to do what I am doing, or whether it is because Office 365 simply isn't capable of doing what I'd like to do.

 

Nevertheless, I turn to the Power Users Community for assistance.

 

I work in the bus industry. It's a large company with over 600 vehicles based at around 8 different sites. Each morning, a member of the Engineering Team at each site fills in an Excel Spreadsheet which is shared from my own OneDrive account, indicating the vehicles which are unfit for service that day, why, and when each vehicle is expected to return to service.

 

The spreadsheet is the same file every day, but it is just updated each day with the content for that day.

 

At the moment, a member of the administration staff in our Head Office exports each sheet in the Excel Workbook out and saves the 10(ish) sheet workbook out as a combined PDF. Once this is done, a copy of the PDF is e-mailed out to a set distribution list, each morning, at around 09:30am.

 

What I'm looking to do in Flow is automate this process. I've read bits and pieces which seem to suggest something like this is possible, but I'm really not sure how to piece it all together.

 

So:

- for a selected file [navigate to file in my OneDrive]

- at time 09:30am

- save Excel Workbook as a PDF

- then send an e-mail to [list of people]

- attach a copy of the PDF which has just been saved.

 

Thanks in advance!

  • JennieZ Profile Picture
    3 on 29 Feb 2024 at 02:55:48
    Re: Flow Help - Excel to PDF, then e-mail PDF to distribution list

    Thank you sooooo much! That is exactly what I'm looking for. 

  • minhvo Profile Picture
    24 on 13 Mar 2023 at 18:32:14
    Re: Flow Help - Excel to PDF, then e-mail PDF to distribution list

    It is perfect. Thanks

  • CptPhill_012jxc Profile Picture
    2 on 17 Dec 2022 at 22:52:15
    Re: Flow Help - Excel to PDF, then e-mail PDF to distribution list

    How can this be accomplished with sharepoint files?

  • RugerSR762 Profile Picture
    8 on 27 Aug 2019 at 21:03:57
    Re: Flow Help - Excel to PDF, then e-mail PDF to distribution list

    Can Flow convert each worksheet within a workbook to individual PDF's?

  • doddytushar Profile Picture
    2 on 13 Jun 2019 at 17:41:42
    Re: Flow Help - Excel to PDF, then e-mail PDF to distribution list

    I am having the same issue as well regarding converted pdf defaulting to landscape orientation and not fitting data into one page. Was there a resolution to this. 

     

    Does the conversion process to pdf considers all the page setup related instructions setup in excel? Additionally, is there a way to pass parameters to pdf conversion to manipulate pdf rendering

  • Community Power Platform Member Profile Picture
    on 23 May 2019 at 08:30:51
    Re: Flow Help - Excel to PDF, then e-mail PDF to distribution list

    I am receiving Convert File flow error . Status error code is  406

  • Lars-Jonelid Profile Picture
    2 on 17 Dec 2018 at 13:38:30
    Re: Flow Help - Excel to PDF, then e-mail PDF to distribution list

    Hi 

    Have a similair problem, Iam working with excel sheets in sharepoint and want to have a flow started when I set it to publish status.

    So FLOW should be like this  :  Excel-status-publish-create PDF - Send PDF   

     

    Kind regards Lars 

  • mhines Profile Picture
    52 on 16 Nov 2018 at 18:14:02
    Re: Flow Help - Excel to PDF, then e-mail PDF to distribution list

    Was this a hint towards how to resolve the issue with the PDF defaulting to landscape orientation? I've been looking everywhere for that solution as if I could find a way to make that stop and print portrait, I resolve a HUGE issue with a document conversation issue that dramatically impacts the office (but still not so much of a hassle that I can justify buying a 3rd-party PDF solution)

     

    Details please!

  • Infiniti33 Profile Picture
    7 on 01 Oct 2018 at 19:45:15
    Re: Flow Help - Excel to PDF, then e-mail PDF to distribution list

    Hello,

     

    I am having this same issue. Can someone please address?

     

    Thanks

  • JohnMacDougall Profile Picture
    95 on 25 Aug 2018 at 15:52:05
    Re: Flow Help - Excel to PDF, then e-mail PDF to distribution list

    Can you clarify how you change the layout orientation of your Excel table content to portrait?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Understanding Microsoft Agents - Introductory Session

Confused about how agents work across the Microsoft ecosystem? Register today!

Warren Belz – Community Spotlight

We are honored to recognize Warren Belz as our May 2025 Community…

Congratulations to the April Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
WarrenBelz Profile Picture

WarrenBelz 146,771 Most Valuable Professional

#2
RandyHayes Profile Picture

RandyHayes 76,287 Super User 2024 Season 1

#3
Pstork1 Profile Picture

Pstork1 66,091 Most Valuable Professional

Leaderboard