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Anonymous
Not applicable

Can power automate actually do what I need?

Good Morning!

 

I have been watching tons of tutorials since I have made my first (very basic) flow and I am curious, one of our most mundane tasks is to pull data from two different databases into excel files, and consolidate different pieces of each to see what each requirement every person is missing. I know that was a word salad, so I made some mock files to demonstrate what I need. Could anyone point me in the direction that I need to start? I'm def a beginner but if I know what I'm looking for, or even if it can be done, that will help tons. 

 

The cells that are highlighted in blue come from the first excel file and the items in green come from the second excel file. 

simss6_0-1645547184035.png

The problem is that the blue data will always be a short list but the green data is a list that pulls for the entire company and has a lot more, unrelated columns. I need to pull the relevant information from green (we have been using the operator ID/Person number to pull the required information for the blue list)

simss6_1-1645547460489.png

 

As it is, i have a few formulas set up to combine them and simplify it that way, but power automate seems like it could be doing a huge chunk of this for me. Anyone have any suggestions? 

 

5 REPLIES 5
ScottShearer
Most Valuable Professional
Most Valuable Professional

@Anonymous 

Yes, Power Automate can do what you want assuming that there is a key field where the data can be linked.  Also, the Excel data must be in a table.

The issue may be in connecting to the databases where the information resides.  There may be a connector to access that data but the connector may require a premium license - in fact that is likely.

Where does the data reside?

 

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Scott
Anonymous
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So they currently reside in two different, cloud databases but I export that data into excel for both of them and then move it to my desktop or a similar folder. 

ScottShearer
Most Valuable Professional
Most Valuable Professional

@Anonymous 

You'll want to save the Excel files in SharePoint or OneDrive.  Also the data must be in tables.

 

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Scott
Anonymous
Not applicable

Great, so once they are in onedrive, for example, I pull the data from one drive, and then how would I have it only pull the limited (blue list) user IDs from the green list into the blue list? I think that is what I am struggling to wrap my head around most. 

 

Thank you so much, I really appreciate all your help! 

@Anonymous 

It will be a reasonably complicated Flow.   I'll provide an example by tomorrow.

 

 

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Scott

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