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Excel File to Word Document Template based on vaule in a column

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Posted on by helpneeded

I'm new to Power Automate and this maybe a novice question but, I would appreciate any guidance on it.

I'm trying to create a Word and pdf document from an Excel spreadsheet. The Excel file is on SharePoint. I would like this to be a scheduled workflow running every 4 months. The Word and pdf document would need to be saved on SharePoint as well.

The columns and rows are like below. The objective is to have the workflow run a loop based on column4. If column4 is the same value, I need for the Word document to create a table for all values from column1, column2, column3, and column5 corresponding to column4. The loop would need to run through the entire spreadsheet and create multiple documents for every unique value in column4.

column1	column2	column3	column4	column5
a	d	g	ab	email
b	e	h	ac	email
c	f	i	ab	email

I already have a template for the Word document that I would like to use but I'm not sure how to create a workflow in Power Automate for this. Word MailMerge wouldn't work in this situation for me because I don't want individual statements for each row but rather a single document containing the table of interest.

Appreciate any help on this

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ablalarom 2 on at

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Re: Excel File to Word Document Template based on vaule in a column

Hi @v-dezhili-msft
I have similar requirement as the OP and I'm trying to replicate your flow but I have errors, maybe you can help me?

This is the summary of the flow:

I get this error:

I have updated the base excel file and base template in word.
Thanks in advance for your help!

Template.docx

Test.xlsx
helpneededtake2 22 on at

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Emailing Excel Task Reminders - flow error

I'm running into an error for my scheduled work flow.
I'm creating a reminder email notification from Excel. Below is are the columns.

Due date Reminder Date Submission (task) Comments Contact Email
1/11/2023 1/11/2023 email include pdf files person1 person@email.com

I'm following this tutorial https://www.youtube.com/watch?v=1g7NA5hYYSo&list=PLyu6PSygKz6UyA9CrSYK1lZFi6jDmF-6V but I'm getting the following error

Syntax error at position 13 in 'Reminder Date eq '2023-01-10''.
inner exception: Syntax error at position 13 in 'Reminder Date eq '2023-01-10''.

I've tried different date formatting for the filtering Query field and nothing is working for me.
v-dezhili-msft Microsoft Employee on at

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Re: Excel File to Word Document Template based on vaule in a column

Hi @helpneeded ,

I made a test for your reference.

Best Regards,
Dezhi