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Power Platform Community / Forums / Power Automate / Filter a table by user...
Power Automate
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Filter a table by user and date and send e-mail to each user with its respective filtered table

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Posted on by 7

Hello!

 

I'm a novice with power automate and was tasked with creating a daily routine of e-mails to suppliers with the payments they've recieved.

 

My first attempt was importing the dataset with the information about the payments to power BI, filter by each supplier name and a formula to acquire the current date, create a hmtl table and send the e-mail with the adresses i was provided.

 

This however is less than optimal, since i have dozens of flows, each doing the same thing but for a different supplier, making any changes a tiresome task.

 

I would like to know if theres a way I can create a single flow that filter the table for each supplier, then send a e-mail for each one with the table filtered by it's name and the date( pay date) that i want.

 

I have:

  • A table with all the suppliers and all the payments during the year i.e.:
Document NrSupplierDue dateDue PayPay dateEffective pay
3847QO4A30/10/2023               2.85027/10/2023               2.850
3847QO5A30/10/2023               2.85027/10/2023               2.850
3847QO6A30/10/2023               2.85028/10/2023               2.850
3847QO7A30/10/2023               2.85028/10/2023               2.850
3847QO8B30/10/2023             34.51127/10/2023             34.511
3847QO9B31/10/2023               3.44427/10/2023               3.444
3847QO10B30/11/2023               3.44427/11/2023               3.444
3847QO11B30/11/2023               3.44427/11/2023               3.444
3847QO12C30/10/2023                  78030/10/2023                  780
  • A table with the specific suppliers, their e-mail adress( some have more than one e-mail)

 

Is there a way to do this?

Thanks in advance, the information in this forum has helped me many times.

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I have the same question (0)
  • Verified answer
    SudeepGhatakNZ Profile Picture
    14,396 Most Valuable Professional on at

    Hi @LucasA2 ,

    I have used Excel but you can swap it with another database.

    SudeepGhatakNZ_1-1698680474456.png

     

    SudeepGhatakNZ_0-1698680451453.png

    SudeepGhatakNZ_2-1698680547487.png

     

  • LucasA2 Profile Picture
    7 on at

    Hi @SudeepGhatakNZ although your solution does allow me send multiple e-mails to multiple users, the filter action can't capture the main table, returning a blank table in the process. I'm also struggling to add a date filter in the process, as simply chossing the "Pay Date" collumn and writing a date doesn't seem to work.

  • SudeepGhatakNZ Profile Picture
    14,396 Most Valuable Professional on at

    Please post a screenshot of your Filter action

     

  • LucasA2 Profile Picture
    7 on at

    Sorry mr. Sudeep.

    It seems the problem was at my end. My original table is quite large (over 200000 rows) and some of the values I was filtering only start showing at the middle/end of the table thus not appering at all in my flow, my challenge now will be reducing the number of rows by filtering during the list rows action (maybe by date) but that's going to be another topic, I suppose.

    Thank you for your solution

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