Filters and email automation

Help Studio
1

Hi!
I’m trying to create an automation where I access a Power BI, download the report to access it through excel, select some columns and then trigger emails based on excel information.

I’m trying to filter on a certain column and then save to another worksheet, but I don’t think I’m doing the filter right.

Can anyone help me? Thanks!

image
image424×650 15.6 KB

2

In fact, I’m quite new to RPA and I don’t even know if this is the best option for this type of automation.

Describing better what I need to do, basically they are open schedules that I need to charge those responsible, there are 19 different people responsible within a spreadsheet of approximately 3 thousand lines.

The part of downloading the report, opening it in excel, this basic beginning, I know how to do it, from here I don’t know where to go.

3

Hi @fernandocamilo.def

Can you share the sample input? Can you also tell us what do you need to filter in the excel?

Regards
Gokul

4

Hi, Gokul!

Thks for the answer.

I need to define the following, the worksheet will have the name responsible for the pending schedule, there are two responsible for an internal and an external one.

All internal pending appointments go to a single email.

Now the external responsibility will be 18 different destinations.

And when you say, sample input, do you want to see how I created the filter?

image

image
image343×559 11.8 KB

5

Hi @fernandocamilo.def ,

For just filtering and writing the data into excel for each loop is not required
You will have to have only filter datatable activity and in the column filter you can click on the add symbol to add a another condition

6

Hi, thanks for replying!

So I just need to add the conditions that it will always make a new filter, nice.

And how do I save each of these filters in a new worksheet?

At that exact moment I managed to move forward and the filter is now working, I’m like this at the moment:

image
image347×514 13 KB

image

7

Hi @fernandocamilo.def ,

If it is always 2 filters we can just use another Filter datatable activity and write range with new sheet name.

if it is going to be dynamic filter you may use the below where for each filter one sheet will be created. Instead of {“Filter1”, “Filter2” } user your custom filters used in your use case.
Sheet name will be same as the filter

image
image1129×473 23.9 KB