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Power Platform Community / Forums / Power Automate / Enquiry to how to find...
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Enquiry to how to find the correct information and correct cell to put value into in excel

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Posted on by 313

hello all,
I am trying to help me finance department to consolidate the monthly report data.
they give me  a sample or the monthly report data which contain 5 department and each department into 1 excel with multiple worksheet ((1)Profit and Lost /(2) Balance Sheet) for each department.
I have use  power automate desktop to manage to get the multiple required cell from the execl and set it as different variables to loop in each worksheet with P&L and BalanceSheet for each month.
in my flow setting

(1)launch excel ,list of all the excel worksheet in the Monthly Report Data.(P&L_Department1,BS_Department1, P&L_Department2,BS_Department2,P&L_Department3,BS_Department3,P&L_Department4,BS_Department4,P&L_Department5,BS_Department5)

(2)For each Sheetname contain PL_, Run subflow For_Sheet_PL, For each Sheetname contain BS_, Run subflow For_Sheet_BS.

(3)For_Sheet_PL, i will get the latest month from row 3 column 1 and convert it to short month to find the column that contain Mar 2023. (This will alway increase to April May June july onwards.

WeiMingLeong_0-1682400837371.png

4) I will then set variable for the Short month column so that when i search the wording from Column 1, i will then get the value from the cell  matching the Mar 2023 column and the wording from column 1. for example. Column D, Row 9 and set VarSales. 

5) this will be also done for all the other values i need from Mar 2023 Column.

now my question is how do i find and set in the consolidate excel report to put the value into the correct column for each month.
for example in this first picture is for PL sheet and it for Department1.
i need to put watever values that i have gotten it from the previous flows and add them into specific cells each month (Mar,April,May June etc.

WeiMingLeong_4-1682401327585.png

in the same consolidated report will contain department2/department3/department4/department5 

WeiMingLeong_3-1682401306581.png

 

Thank you.

 

  • Nived_Nambiar Profile Picture
    18,138 Super User 2026 Season 1 on at

    Hi @WeiMingLeong 

     

    You want all the data coming under this right ?

     

    Nived_Nambiar_0-1682430535117.png

     

  • Unknown geen idee Profile Picture
    1,757 on at

    Dear WeiMing,

    This seems to be quite an extensive excel operation, especially for Power Automate Desktop.

    Is there a particular reason why you are not using Power Automate (cloud) and make use of the standard excel actions in there and the ease of use of arrays and other functionality.

    Obviously this requires:

    • The various excel docs have standard template(s).
    • The data is all in table format.
    • You will have to create tables in the excel files (via the action 'Create table') to read the data.

    With PowerAutomate (cloud) things like writing back to a consolidated report (in a table) will be much easier as well.

     

    Happy flowing,

    Koen

  • Wei Ming Leong Profile Picture
    313 on at
  • Wei Ming Leong Profile Picture
    313 on at

    Dear @Koen5 ,
    i have few question in my mind if i want it to run it on the power automate (cloud).
    1) both Monthly report and consolidate report, are password protected.
    I know i can use manual trigger flow to have a text box to have user to input the password but i have yet to find out how to use the input password to open the excel in the power automate (cloud).

     

    2) both report are not standard.  for example in the Monthly Report, it contain 10 worksheet, 5 company and each have PL worksheet and BS worksheet. In The consolidated report contain only 2 worksheet, PL worksheet and BS worksheet.
    Will it be ok?


    do you have any video recommend that i can look into it? or a sample that i see and try to understand from there?
     

  • Nived_Nambiar Profile Picture
    18,138 Super User 2026 Season 1 on at

    Hi @WeiMingLeong 

     

    This process is done monthly right, just adding latest month data in master excel for each department ?

  • Wei Ming Leong Profile Picture
    313 on at

    @Nived_Nambiar ,
    yes correct it done monthly.
    i have already done for the PL from the monthly report. now i and setting up for the BS.
    left is to input all the required amount into the consolidated report.

  • Nived_Nambiar Profile Picture
    18,138 Super User 2026 Season 1 on at

    Hi @WeiMingLeong 

     

    Do you have sample excel data for a month to try on , for 2 departments ?

  • Wei Ming Leong Profile Picture
    313 on at

    @Nived_Nambiar ,
    I will PM you the 2 file.

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