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Customer experience | Sales, Customer Insights,...
Suggested Answer

Analysis Date Field (Birthday)

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Posted on by 230

We want to have a birthday list > means every contact that born in this month.

It seems to be impossible because the date field is internally a number.

How can we extract all contacts > birthday > month > August (for example)?

Thank you

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  • Suggested answer
    Yuri ji Profile Picture
    Microsoft Employee on at

    Hi Axel,

    You want to filter out contacts born in August(for example), Power Automate can help you achieve the desired effect.

    Specific steps are as follows.  

    1?Create a column named “Birthday_Month”. Set as shown below.

    pastedimage1659947501389v6.png

    2?Create an Instant cloud flow, "Manually trigger a flow" is chosen for the convenience of testing.

    If you have other needs, you can choose other triggers.

    pastedimage1659946438863v1.png

    3?Add action “List rows”. Select “Contacts”.

    pastedimage1659946813312v2.png

    4?Add option “Apply to each” to apply to all eligible contacts.

    Select “value” as an output from previous steps. 

    pastedimage1659947044827v3.png

    pastedimage1659950151580v4.png

    5?Add Condition.

    "Condition" is used to determine if birthday is not null.

    pastedimage1659947273684v4.png

    pastedimage1659950100135v3.png

    6?Add an action “Update a row”.

    To add the retrieved month to the column created in the first step.

    Expression:

    substring(items('Apply_to_each')?['birthdate@OData.Community.Display.V1.FormattedValue'],0,1)

    pastedimage1659949978525v1.png

    8?Select "Test Flow" and  we can see that the month has been added to the field.

    pastedimage1659950254432v5.jpeg

    pastedimage1659948056169v8.png

    9?Create a view with Advanced Find to display the result.

     pastedimage1659948215047v9.png

    pastedimage1659948339459v11.png

    pastedimage1659948368982v12.png

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