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mp-iconn
Frequent Visitor

Export to file for Paginated report Parameter issue

I have a Power BI Paginated Report I created for AR Aging by Sales Rep and Customer Name showing the Customers Balance and how many days they are past due.  I have about 14 Sales Reps so I am creating one flow for all of them.  We want to just email each Sales Rep separately that is tied to them for the Customer Name.  So one master flow.

 

The first step will be the Export To File for Paginated Reports then I added the Workspace, the Report, the file extension of .XLSX and finally a Parameter called ARInvoicesSalesRep and then the value for the Sales Reps name (For example Jack Johnson).  I then will go on to create a file in One Drive and then email that out.

 

My issue is I want to create a flow step for each one of my Sales Reps in this Flow and if for any reason there isn't a record don't fail the entire flow process.  There may be at times the Sales Rep do not have any Customers that are past due.  Is there anyway to create some sort of "IF Sales Rep doesn't return a record continue the flow".

 

mpiconn_1-1670017848984.png

 

Any Advice would be greatly appreciated.

 

Thank you.

1 ACCEPTED SOLUTION

Accepted Solutions
Koen5
Solution Sage
Solution Sage

Dear mp-iconn,

 

Did you consider using the action settings 'Configure run after'? When you click on the 3 dots on the right-hand side of an action you can set if/when the action should run AFTER the previous one. 

In your case, you could set the action to run even if it fails the previous one. This would continue the flow even though the previous step has failed.

 

Few tips seeing your flow:

  • It looks like you repeat the same actions per sales person. Could you not use an apply-to-each and loop through each sales person (and the same steps)? This would make the flow a lot simpler.
  • I would use a scope action grouping to keep everything related to each other nicely together. Again, making the flow a lot simpler and easier to manage. It can also help with your 'Configure after' settings I mentioned before.

Anyways, hope this has been helpful. If so, please indicate in the thread as a like/solution for other users.

Happy flowing,

Koen

 

 

 

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2 REPLIES 2
Koen5
Solution Sage
Solution Sage

Dear mp-iconn,

 

Did you consider using the action settings 'Configure run after'? When you click on the 3 dots on the right-hand side of an action you can set if/when the action should run AFTER the previous one. 

In your case, you could set the action to run even if it fails the previous one. This would continue the flow even though the previous step has failed.

 

Few tips seeing your flow:

  • It looks like you repeat the same actions per sales person. Could you not use an apply-to-each and loop through each sales person (and the same steps)? This would make the flow a lot simpler.
  • I would use a scope action grouping to keep everything related to each other nicely together. Again, making the flow a lot simpler and easier to manage. It can also help with your 'Configure after' settings I mentioned before.

Anyways, hope this has been helpful. If so, please indicate in the thread as a like/solution for other users.

Happy flowing,

Koen

 

 

 

Thanks for the tips and I that 'Configure after' was just what I needed.  I also like the Scope action as that will for sure help keep the flow organized.  

I don't really under stand the apply-to-each function but it sounds like a nice option.  I have export to paginated report with each output as a different sales rep but I don't know how to apply to each with the different sales reps as that parameter.

 

Thanks for helping on this as it will for sure get me to where I need.

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