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get a file converted into a table and get specific data from it converted into a planner task

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Posted on by evargas

I am trying to build a flow here I can drop a file into a folder and have it automatically converted into a table. From that table I want specific data to populate and a flow created to get that information into a Planner task.

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Building flows

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ArchitectMadhan 1,584 on at

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Hi @evargas ,
Here are the steps you need to follow for your flow:
1. Create a folder in SharePoint or OneDrive document library.
2. Make sure you have the excel or csv file containing data to create the table.
2. Create "Automated Flow" with Trigger Template "SharePoint - When a file is created in a Folder".
3. Read the content of the uploaded Excel File or CSV file.
4. You can update the Planner task directly. Or if you need to write those data to Dataverse - Table. You need to create a Dataverse table.

Refer this link to know how to read the excel file contents: https://powerusers.microsoft.com/t5/Power-Apps-Community-Blog/Power-Automate-Flow-Sending-emails-to-list-of-people-in-the/ba-p/1189517

If you find my solution helpful for resolving the issue, then please consider giving thumbs up and Accept it as the solution to help the other members find it more quickly.

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evargas 22 on at

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I get to step 3 and understand what I don't understand is step 4 and how to get there from step 3. I need help creating a dataverse table

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ArchitectMadhan 1,584 on at

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Hi @evargas ,

Here is the link that has step by step process to create a custom table in dataverse.
https://docs.microsoft.com/en-us/powerapps/maker/data-platform/data-platform-create-entity
After creating the table, you can start adding rows to table from flow using the values from Excel sheet.
https://docs.microsoft.com/en-us/power-automate/dataverse/create
Here is the link to directly import the value from excel to planner: https://www.youtube.com/watch?v=50cXtkzbCiI
Here is the link that will show you the steps to directly create planner task from excel sheet:
https://www.youtube.com/watch?v=IiJ_2E7dLpI

If you find my solution helpful for resolving the issue, then please consider giving thumbs up and Accept it as the solution to help the other members find it more quickly.

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evargas 22 on at

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Once this report is downloaded I want to then input this file into a folder (Seen Below). Once the file is in the folder I want it to be automatically converted into a table to allow myself to transfer the information onto Planner.
Once I have a new report I have then created a flow which moves the existing file into the "old file" folder. When this new report is added to the new file folder I want to then have the data with only Priority level "HIGH" on the table to be shown on the planner.

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