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mweb
Frequent Visitor

Automated email based off of a sharepoint excel file

I am trying to do the following with Power Automate

1) Run a report every Monday at 9am that does the following

2) Connect to a excel spreadsheet stored in SharePoint

3) Extract a list of values where the column "Enter Todays Date" is todays date or 5 days prior (Date format is Month/Day/Year) but from what I can gather its stored in Epoch time

4) Email the list of values to a selected group of users in one email.

 

I can do items 1,2 just fine.  4 Works but it sends individual emails I want it all in one email.   I cannot seem to get #3 figured out to save my life.  Any assistance would be great.  Thank you!

 

Attached is what I have 

6 REPLIES 6

@mweb Can you share a screenshot of your Excel table? Are you currently using a filter query in the List Rows Present in a table action? If not, I'd recommend using a filter query. This way you are filtering out the rows from your Excel table before you loop through them. 

 

In the meantime, you might find this YT Tutorial helpful: How to Send a SINGLE EMAIL ✉️ with multiple SharePoint list items | Build THIS Power Automate Flow

 

Although this tutorial is specific to sending SP items in an email—concepts covered in this video can be applied to your flow.

 

IN THIS VIDEO:

 How to send multiple list items in a single email with a Power Automate Flow

 How to create a dynamic date range

 How to use the Convert Time Zone action

 How to use a Filter Query in the Get Items action

How to count number of items in an array

 How to use the Select action to extract a users display name and email address

 How to create a unique list of email addresses

 How to use the Create HTML Table action

 How to customize the HTML Table with CSS styles

How to use the Send an email (V2) action

How to use the Append to String Variable action

How to create a custom list of items for an email

How to use the Send an email (V2) action

How to display singular or plural text based on the number of items returned

 

Hope this helps!

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Tomac
Resolver II
Resolver II

In your List Rows action, have you gone into the Advanced options and set the date format to ISO8601?

Tomac_0-1712085423621.png

 

If you don't, you'll end up with Excel's screwy date format.

I did not have that set so I made that adjustment.  Thank you.

Hello,

 

I am not currently doing any sort of filtering at this point.  Attached is a screen shot of the excel spreadsheet I am working with.

 

@mweb In order to filter your items by the Enter Todays Date column of your table, you'll need to remove the spaces in the column header text. Also, ensure that your data is formatted into a table

creativeopinion_0-1712088707634.png

 

Can you clarify the date you are looking to filter your data by? I'm a bit unclear on what you mean by: 

"Enter Todays Date" is todays date or 5 days prior

 

Do you want to filter out items where the date in this column is equal to today's date? Or 5 days prior to today's date? or both?

 

Hope this helps!

If I helped you solve your problem—please mark my post as a solution .
Consider giving me a 👍 if you liked my response!

👉 Level up your Power Automate skills by checking out my tutorials on YouTube
👉 Tips and Tricks on TikTok and Instagram

 

 

Good morning,

 

Sorry I am looking for records where its the less than or equal to todays day - 5 days.  This report would run on Monday so I would be looking for any records submitted Thursday - Monday (current day).  Not sure if that would be 4 or 5 days but thats what I would want to narrow my criteria down to.

 

As far as formatting the data to a table will that affect the incoming data which is being populated by Microsoft Forms?  Thank you for all your help with this!

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