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Power Automate - Building Flows
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Create a recurrence Work flow by filtering excel based on month

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Posted on by Gowtham_1 25

I have an Excel Sheet in my SharePoint Document Library which will be updated on daily basis with reference to DD/MM/YYYY. i need this excel has to be sent as an attachment through email on daily basis . What i need here is to create a recurrence work flow in which the data to be filtered based on current month and that data has to be sent as an attachment through email. for example assume the excel sheet contains data from 01/06/2021 to 31/08/2021. if the current month is August, then only august month data should be filtered and sent as an attachment through email on daily basis. Could any one please on this

  • Mitanshu Profile Picture
    Mitanshu 1,635 Super User 2025 Season 1 on at
    Re: Create a recurrence Work flow by filtering excel based on month

    The syntax for Filter Query will require your column name not the column number (L)

     

    For start Date of Month, you can use as below:

    happyume_0-1630702024819.png

    Please click Accept as solution if my post helped you solve your issue. This will help others find it more readily. It also closes the item. If this post or my previous reply was useful in other ways, please consider giving it Thumbs Up.

  • Gowtham_1 Profile Picture
    Gowtham_1 25 on at
    Re: Create a recurrence Work flow by filtering excel based on month

    Hi if you don't mind could you please help me with screen shots. The date is in L column of Excel

     
     

     

     

     
     

     

     

     

  • Mitanshu Profile Picture
    Mitanshu 1,635 Super User 2025 Season 1 on at
    Re: Create a recurrence Work flow by filtering excel based on month

    When you use List Rows in a Table action in your Flow, you can use Filter Query to get start of month and end of month

     

     

    STARTDATE = startOfMonth(utcNow())

     

     

    You can get last day of month, as below:

    1 - Add 1 month to utcNow()

    2 - Get startOfMonth of new date

    3 - Subtract 1 day from startOfMonth of new date

     

    You can combine step 1-3 for LAST_DAY_OF_MONTH using:

    subtractFromTime(startOfMonth(addToTime(utcNow(),1,'month')),1,'minute')

     

    Finally, Filter Query as below:

     

    YOURCOLUMN ge 'STARTDATE' and YOURCOLUMN le 'ENDDATE'

     

     

     

    Please click Accept as solution if my post helped you solve your issue. This will help others find it more readily. It also closes the item. If this post or my previous reply was useful in other ways, please consider giving it Thumbs Up.

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