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Power Platform Community / Forums / Power Automate / Excel File to Word Doc...
Power Automate
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Excel File to Word Document Template based on vaule in a column

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Posted on by

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.

 

 

column1column2column3column4column5
adgabemail
behacemail
cfiabemail

 

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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  • v-dezhili-msft Profile Picture
    Microsoft Employee on at

    Hi @helpneeded ,

     

    I made a test for your reference.

    vdezhilimsft_1-1672899296921.png

    vdezhilimsft_2-1672899315472.png

    vdezhilimsft_3-1672899359998.png

    vdezhilimsft_0-1672899235713.png

    vdezhilimsft_4-1672899437398.png

    vdezhilimsft_5-1672899508746.png

    vdezhilimsft_6-1672899635505.png

    vdezhilimsft_7-1672899687268.png

     

    Best Regards,

    Dezhi

  • helpneededtake2 Profile Picture
    22 on at

    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 dateReminder DateSubmission (task)CommentsContactEmail
    1/11/20231/11/2023emailinclude pdf filesperson1person@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.

     

  • ablalarom Profile Picture
    2 on at

    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?

     

    ablalarom_2-1701644102724.png

    ablalarom_1-1701644074774.png

    ablalarom_3-1701644123978.png

    ablalarom_4-1701644137744.png

    ablalarom_5-1701644173909.png

     

    This is the summary of the flow:

     

    ablalarom_7-1701644290622.png

    I get this error:

     

    ablalarom_8-1701644341890.png

     

    I have updated the base excel file and base template in word.

    Thanks in advance for your help!

     

     

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