I have created the following Flow. Having issues with Step 8. Basically the workflow is going to create a Worksheet in an Excel Workbook, then add a table to it. Within the same workflow, I then want to add lines of data from D365/CRM and put those lines in to the table created earlier in the flow. Is that possible?
Step Number | Connector | Action/Trigger | Details |
1 | Date Time | Recurrence | Set to run each month |
2 | Date Time | Current Time | No info needed. We just want to get the current time so we can figure out the month |
3 | Date Time | Convert time zone | The Base Time will be the Current time variable from the previous step. The format string can be something like adddays(utcnow(),0, 'ddMMMMyyyy') |
4 | Excel (for Business) | Create worksheet | Location being your SharePoint site, then the Document Library then pick the file name. The Name can be the Converted time variable from Step 3 |
5 | Excel (for Business) | Create table | All items as above, then the Table range can be the Name variable from Step 4 followed by !A1:E1 – with E being the last in the number of columns you want |
6 | Dynamics 365 | List records | Select the Organisation, then Opportunities for the entity name. You can use the Filter Query of statecode eq 0 to only show Open Opportunities |
7 | Control | Apply to each | For the output you will use the value variable from Step 6 |
8 | Excel (for Business) | Add a row into a table | There doesn’t seem to be a way to use a variable to identify the table you created in Step 5. How can I select the table that I just created? Idea is to create a new table each month with the flow, without having to create the table manually. Is this something that can be done? |
Solved! Go to Solution.
Hi Megan,
I've been searching for a similar solution and all roads seem to lead to:
"Specifying a dynamic content in the "File" field to choose an Excel file in Excel Online (Business) connector is not supported in Microsoft Flow currently".
https://www.carlosag.net/PowerApps/Connectors/Excel-Online-(Business)#_Toc3A481FA6AddRow
https://docs.microsoft.com/en-us/connectors/excelonlinebusiness/#add-a-row-into-a-table
Not being able to use a dynamic string in the File parameter is frustrating. Maybe they'll change this when the connector is no longer in preview.
Ryan
Hi Megan,
I've been searching for a similar solution and all roads seem to lead to:
"Specifying a dynamic content in the "File" field to choose an Excel file in Excel Online (Business) connector is not supported in Microsoft Flow currently".
https://www.carlosag.net/PowerApps/Connectors/Excel-Online-(Business)#_Toc3A481FA6AddRow
https://docs.microsoft.com/en-us/connectors/excelonlinebusiness/#add-a-row-into-a-table
Not being able to use a dynamic string in the File parameter is frustrating. Maybe they'll change this when the connector is no longer in preview.
Ryan
Hi Ryan,
Thanks for taking the time to comment. That's a real pain, but that's the conclusion I was slowly coming to
Megan
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