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Power Automate - Using Connectors
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How can i access the excel desktop file & get the due dates from this excel file & send email alert

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Posted on by 4

i wanted to create a flow which access the excel file located in my system. the file has the equipments list and its calibration due dates. i want to send the email alert/notification to some ids if remaining due dates reach to 30 days. this is the one case, i want to create several others flows that are dependent on due dates but i am unable to create these flow as the excel triggers are not yet available.

 

  • anhthuch4ng Profile Picture
    on at
    Re: How can i access the excel desktop file & get the due dates from this excel file & send

    Hi @Abid_81,

     

    Have you had a chance to apply @v-yamao-msft's suggestions to adapt your Flow?

    If yes and you find that solution satisfactory, please go ahead and mark this thread as "Solved". 🙂

     

    Happy Flowing,

    -AT (Community Admin)

  • v-yamao-msft Profile Picture
    on at
    Re: How can i access the excel desktop file & get the due dates from this excel file & send

    Hi @Abid_81,

     

    About #1, please make sure you have created a connection to File system properly.


    Please take this doc for a reference about how to connect to on-premise files system:
    https://docs.microsoft.com/en-us/azure/logic-apps/logic-apps-using-file-connector


    Please also make sure the Gateway on your side is properly set up:
    https://docs.microsoft.com/en-us/flow/gateway-reference

     

    About #2, in the previous screenshot, I added a Condition in the flow. In basic mode, you are able to select the Due date from the dynamic content(if you really have a column named as Due date in the table). Then you would be able to use it in the function to check if the Due dates reach to 30 days. Please try it on your side. The doc on Workflow definition language could be a good reference for you.

     

    Best regards,
    Mabel Mao

  • Abid_81 Profile Picture
    4 on at
    Re: How can i access the excel desktop file & get the due dates from this excel file & send

    Thanks very much for the reply.

    kindly help on following points:

     

    • Flow is not working because i m getting error related to Gateway. After selecting Excel-Get rows action i chooses the 'File System' option (kindly help in this selection screen) i mentioned the file path of my system, Windows is selected in Authentication type, hotmail id(which i use to login my windows pc) in username, login password and leaves the gateway field without mentioned as im unaware about this. on next screen entered the file name, table name is not appearing (gateway error appearing) but I entered it manually and followed all the your instructions as mentioned but didn’t succeed due to Gateway error, i tried this on my home pc and at my work pc but same problem.
    •  How would this formula “@equals(formatDateTime(items('Apply_to_each')?['When'],'yyyy-MM-dd'),formatDateTime(adddays(utcnow(),30),'yyyy-MM-dd'))” get the ‘Due date’ column from the excel table, as I have two date columns 01 is Last calibration date and 02 is the next Due Date.

    Thanks & Regards.

    Abid

  • v-yamao-msft Profile Picture
    on at
    Re: How can i access the excel desktop file & get the due dates from this excel file & send

    Hi @Abid_81,

     

    Yes, currently there is no Excel trigger can be used. If you want to trigger a flow depends on if the remaining due dates reach to 30 days, you may try to use the trigger “Recurrence”.


    Then get rows from the Excel table. After the get rows action, use a Condition to check whether the due dates reach to 30 days.


    The flow could be configured likes below.


    The function in the Condition is:

    @equals(formatDateTime(items('Apply_to_each')?['When'],'yyyy-MM-dd'),formatDateTime(adddays(utcnow(),30),'yyyy-MM-dd'))


    Then when the date in the Excel table is equal to today plus 30 days, a notification would be sent.

    3.PNG

    More details about formatDateTime and adddays function, please check it at here:
    https://docs.microsoft.com/en-us/azure/logic-apps/logic-apps-workflow-definition-language

     

    This doc on the trigger Recurrence could also be your reference:
    https://docs.microsoft.com/en-us/flow/run-scheduled-tasks

     

    Please feel free reply if you need more help.


    Best regards,
    Mabel Mao

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