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DCW_MUC
Frequent Visitor

Automated opening, reformatting and transporting of Excel files.

I've been tasked with automating a process using power automate. I have zero experience with this tool so I'm hoping I will get some assistance on this board.

I have the following use case:

International clients email us excel files containing data that needs to be loaded into a booking system.

There are 4 diffeent excel layouts, 1 for each business type. The nature of the  business is written in cell B1.

The headers and layout of the files are always correct, however the cell formats are often wrong meaning that the cells / columns have to be manually reformatted before the files can be passed to the booking machine.

My idea is to build a flow in which power automate opens the emails, retrieves the excel, ascertains the business type and then copies the data into a preformatted template, The file would then need to be saved either on a network drive or in sharepoint document library.

Is such a flow achievable? If so, where would I have to save the templates and how can I get power automate to check the content of cell B1? Any tips would be gratefully appreciated.

Thanks

 

 

1 ACCEPTED SOLUTION

Accepted Solutions
DCW_MUC
Frequent Visitor

  • Thank you Alex. I will check this out after the weekend and will mark as solved if successful.

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2 REPLIES 2

@DCW_MUC 

 

Trigger: when email is received

 

Extract B1 value: Encodian's Get Rows from Excel action can be used to target a specific cell

 

AlexEncodian_0-1715954052377.png

 

Note the Row Data will be returned as an array with a single value therefore use first() expression to extract the value.

 

Now you know into which pre-formatted template to copy the data to.

 

How to do that depends on data structure and tools available to you. You may be able to do this using Excel connector actions if you are working with tables and loops (if data is not too large), Excel scripts or no code Encodian actions.

 

With Encodian actions you can Get Rows from Excel and then Add Rows to Excel into a template. Depending on the outcome required, you can manipualte the JSON in Power Automate too.

DCW_MUC
Frequent Visitor

  • Thank you Alex. I will check this out after the weekend and will mark as solved if successful.

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