Scheduled flow

[AlonzoB]

Needing assistance with filtering data from a .csv sharepoint file and creating a table monthly. The filtered data needs to be sent to the sharepoint document folder in a table format. I would love guidance on how to achieve this. Thanks

[Robu1]

Hi @AlonzoB ,

Let’s break down the steps to achieve your goal of filtering data from a SharePoint .csv file, creating a monthly table, and saving it in a SharePoint document folder:

1. Retrieve Data from SharePoint .csv File:

   • Use Power Automate (previously known as Microsoft Flow) to connect to your SharePoint site and retrieve the .csv file.
   • You can use the “Get items” action to fetch the data from the SharePoint list or library where your .csv file is stored.

2. Filter the Data:

   • After retrieving the data, apply a filter to extract only the relevant records based on your conditions.
   • Use the “Filter array” action to filter the data array. Specify the conditions you want to apply (e.g., filter by date, category, etc.).

3. Create an Excel Table Dynamically:

   • Convert the filtered data into an Excel table format (e.g., .xlsx).
   • You can use the “Create CSV table” action to create a table dynamically. Specify the columns you want in the table.

4. Save the Table to SharePoint:

   • Use the “Create file” action to save the dynamically created Excel table (.xlsx) to your SharePoint document folder.
   • Specify the folder path and file name for the saved table.

5. Automate the Process Monthly:

   • To create a monthly table, set up a recurring schedule (e.g., using a scheduled flow).
   • Trigger the flow at the beginning of each month to repeat the process.

6. Email the Table (Optional):

   • If you want to email the table to specific recipients, add an action to send an email.
   • Attach the saved Excel table to the email and customize the message.

Remember to adjust the specifics (file names, column names, folder paths) according to your SharePoint setup. If you encounter any issues during implementation, feel free to ask for further assistance! 😊

For additional resources, you can explore community discussions on filtering data from CSV tables and creating Excel tables dynamically

If this post helps, then Click on the Thumbs Up below and Accept it as the solution to help others.

Thanks,

Robu1.