Dynamics Community Forum Thread Details

Send Automation Email using Power Automate in Power BI (Accumulate achievement Data)

Hey all,

I want to create an automation email for may sales team dashboard (have thousands of rows with distinct name) and send it monthly after we got the number of the month achievement. I already have a basic flow using the template and it works (when I click the trigger, each salesman got their only achievement since the data is sensitive I have to ensure each salesman only got their numbers).

However, now the head of sales team wanted me to create the email for the upcoming month to be accumulated,

for example,

the current email is something like this,

Dear Name,

Here are your Achievement in the Month of January,

Month	GWP
1	7,500

Thanks,

Now, when I send the email for the month of April, the output that I wanted is something like this,

Dear Name,

Here are your Achievement in the Month to date in April

Bulan	GWP
1 2 3 4	7500 2000 4000 10000

Thanks,

Can anyone please help me figuring out the new flow in my power automate so when I send the email could be like that?
Thank you

Categories:

Dynamics 365 general

Power Platform integration

Hi,

Steps to Update Your Flow
1. Use "List rows present in a table" (Excel, or from SharePoint/Dataverse if used)
2. Initialize a variable of type Array to store filtered GWP data for each salesperson.
3. Apply to each: Group data by distinct salesperson (e.g., using Union() trick or by using Dataverse distinct).
4. Inside each salesperson loop:

Use "Filter array" to get all rows where Name == current salesperson AND Month <= current month.
Initialize a string variable htmlTable and build the HTML table like this:

<table border="1" style="border-collapse: collapse;">
<tr><th>Month</th><th>GWP</th></tr>
Then loop through filtered results and append rows:
<tr><td>@{items('Apply_to_each_row')?['Month']}</td><td>@{items('Apply_to_each_row')?['GWP']}</td></tr>
Close it with:</table>
5. Send an email
Use the "Send an email (V2)" action and insert:
Dear @{currentSalesperson},

Here are your Achievements Month-to-Date for @{utcNow('MMMM')}:

@{variables('htmlTable')}

Hope this helps.

Thanks!

Inogic

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