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Power Platform Community / Forums / Power Automate / Excel data automatical...
Power Automate
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Excel data automatically filtered and results sent to a list

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Posted on by 4

I am a novice power automate user and I am trying to automate more processes within my team.  Beating my head against the wall with this issue:

 

We have an excel file of data.  Example headers: Name, Company, Status, Date, Region, Email

 

We are manually filtering data and creating reports for dozens of teams because they're not allowed access to the main excel file or data that is not related to their accounts. 

 

Is it possible to set up a flow to:

Query the excel file (example, show me all rows where the Company=Microsoft)

Send all matching rows to a List 

Stay up to date on it's own (schedule it on recurrence is totally fine) - we'd need to account for modifications, deletes and additions as the excel data is updated often.

 

I want to duplicate the flow several times so I can provide each team their own list to view. 

 

Thank you in advance for any help! 

 

 

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  • ChristianAbata Profile Picture
    8,951 Most Valuable Professional on at

    hi @hardatwerk  yes you can

     

    qyeru.png

  • hardatwerk Profile Picture
    4 on at

    Thanks @ChristianAbata 

     

    I was able to do that but it keeps duplicating all of the entries on every run.

    I need it to update new or modified items only.

    Also, if I use the ISO date setting, it includes a long time stamp and there are no times, only dates - and should I set the column type as a date within my list? Should I format it as a date in excel? Dates are important to this data set as it indicates a start and expiration date. 

    Sorry for the handholding needed but I LOVE automation and I have a few flows set up that are super helpful but I can't figure this one out and it would be such a huge time saver for my team to get this set up. 

     

    Thank you 🌻

     

  • hardatwerk Profile Picture
    4 on at

    Can anyone help with this? Thank you in advance.

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