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Create custom excel tables from a general excel table

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Posted on by Rafa_Gr

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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

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Business Process Flows

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NsL Coder 469 Super User 2025 Season 1 on at

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Create custom excel tables from a general excel table

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:

list rows of a table but only get output for the customer name

use union() expression on the array of customer name that is returned, this will create an unique list of customer name

apply to each unique customer name

list rows of a table filter by customer name column of the customer name in the loop

save the returned data (all for 1 customer name) to a new excel file

there are 2 ways you can do this, ONE slow, which is add 1 record/row at a time
OR

use Graph API to save all records to the excel file at once
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Xfiles1231 4 on at

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Create custom excel tables from a general excel table

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.

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