I want PowerAutomate to extract information from a specific excel file and add it to another excel file for a specific date

Question

This is a bit complex to explain but any help is more than welcome..

We need to build a Power Automate flow to automate the process of extracting client-specific data from a main database file and transferring it to individual client tracker files stored in separate locations.

For example - Client A, B, C have their info on one sheet called Database. Now I copy the information from Database for client A and paste it into a separate folder made only for client 'A' called Client A Tracker.

For this. we want to build a Power Automate flow which essentially goes like this -

1. Powerautomate looks for a main file with a specific title and excel type when a file is added.
2. Retrieve content from the main Excel file that matches the required criteria.
3. Next, Power Automate should scan the Client ID column in the main database to identify relevant client records.
4. Then, based on the Client ID, Power Automate should search a separate folder to find the corresponding client tracker file.
5. Now this is where it gets more tricky, within the client tracker file, Power Automate should locate the row corresponding to the current date (the date column already exists in the tracker file). Finally, Power Automate should copy the relevant information from the main database and paste it into the corresponding row under the current date in the client tracker file.

So essentially we want powerautomate to copy information from one excel sheet to another sheet, check for the date and add it against that.

I haven't quite been able to build flow for points 1 to 3, let alone the next steps. I have attached an image of how far I have come.

If someone could help me with this or assist, it would be great. Any other alternatives are more than welcome.

Answer 1

Hello Oshin Jawharkar, 

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