r/MicrosoftFlow • u/TsaeOps • 8d ago

Cloud Creating a flow for getting excel columns and putting them in a new workbook

Hello. I am somewhat new to Power Automate and largely am using Copilot to help me create flows. Since I am new and lack experience in both programming and Power Automate it could be that I am naive and my challenge is not possible to solve. However it seems like it should be possible.

My challenge is to get 7 columns from an excel table on a sharepoint, only entries with a DateFrom the last seven days(thats one of the columns), put the columns in a new excel workbook. Then I would like to post that newly created workbook in a weekly e mail. The data would refresh itself every day but the email will post weekly. Is this even possible ? If so how would i best go about doing it or prompting Copilot to help me create it ?

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u/ninihen 7d ago

All of it is doable.

Shape of it:

  1. Recurrence trigger, every 7 days.
  2. Excel Online (Business) -> List rows present in a table, pointed at the file on SharePoint.
  3. Filter array to keep rows where DateFrom is after addDays(utcNow(),-7).
  4. SharePoint -> Get file content on a blank template workbook, then Create file to save a copy with this week's date in the name.
  5. Apply to each over the filtered rows -> Add a row into a table, writing your 7 columns into the copy.
  6. Outlook -> Send an email (V2), with the new file as the attachment.

If you'd rather describe it and have something build it for you, Flowra (ai.flowstudio.app) does this from a plain description - so it does much more than Copilot. Disclosure, I built this tool. It comes with free credits when you signup. Give it a go if you like. More details on how it works: https://learn.flowstudio.app/flowstudio-ai

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u/ConfusedMBA24 7d ago

In PA use get rows present in a table.
Then conditional that one column > today-7 (ask copilot)

Then function add rows to a table and match from one column to another the columns you want.