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Power Platform Community / Forums / Power Automate / Create custom excel ta...
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Create custom excel tables from a general excel table

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Posted on by Rafa_Gr 73
Hi group:
I have an excel table (.xlsx) of customers as a datasource, that I generate weekly with the fields
customer ID
customer name
address
Bank account
sale amount
.
How could I, with Power Automate, create and save a excel file with specific data from each customer from my source table?
 
File name must identify each customer since it contains their data
 

Thanks in advance
Categories:
Building flows
I have the same question (0)
  • Suggested answer
    Xfiles1231 Profile Picture
    Xfiles1231 4 on at
    What I do is:
    1. List the rows of a table: with this you save them in a matrix variable and you do a validation to know if the client is already added, if not you add it.
    2. Apply to each of the values ​​of the matrix and obtain the rows of each client with all their data
    2.1 You must have the template excel file ready with which you will enter all the client's data
    2.2 you save it in a route with the name of the client
    and so on.
    Forgive my English, I'm using Google Translate.
  • NsL Coder Profile Picture
    NsL Coder 475 Moderator on at
    the table you have doesn't really have a "true" identifier for customer, as customer name is rarely unique. There are likely thousands of John Smith out there.
     
    That said, let me assume customer name is unquie. What I would do is:
    1. list rows of a table but only get output for the customer name
    2. use union() expression on the array of customer name that is returned, this will create an unique list of customer name
    3. apply to each unique customer name
      1. list rows of a table filter by customer name column of the customer name in the loop
      2. save the returned data (all for 1 customer name) to a new excel file
        1. there are 2 ways you can do this, ONE slow, which is add 1 record/row at a time
          OR
        2. use Graph API to save all records to the excel file at once
     

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