Create Dynamic PDFs with Tabular Data using Power Automate

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Күн бұрын

In this step-by-step tutorial, learn how to Create Dynamic PDFs with Tabular Data using Power Automate. This powerful automation can be leveraged in various scenarios for document generation like Invoices, Expense Reports, Proposals, etc. The video showcases how to populate a template word document to create a file with dynamic data including Tables and then convert it to PDF.
Follow along as I guide you through the process of creating the template, incorporating content controls, add repeating section for tabular data, use Power Automate to dynamically fill the template with data sourced from a SharePoint list or Dataverse Table, save the PDF document or email the PDF file as an attachment.
📃 Documentation: learn.microsoft.com/en-us/con...
🔗 Enable Developer Tab for template creation • Populate a Word Templa...
🔗 Filter Tabular data • Filter Query for Share...
⬇️ Download Template and Power Automate flows ➡️ link in Community Tab for Channel Members (Silver Club 🥈 or higher)
#powerautomate #microsoft #PDF #sharepoint #Dataverse
0:00 Introduction to Create Dynamic PDFs with Tabular Data using Power Automate
00:40 Generate PDF Document from SharePoint List
00:57 Create Word Template file with Repeating Section
04:52 Build Power Automate flow to populate template file & convert to PDF
09:07 How to populate Repeating Section content control from Power Automate
11:49 Convert Word to PDF with Power Automate flow action
14:03 Run flow to generate PDF document from SharePoint list data
15:07 Create PDF document from Dataverse Table data (demo)

Пікірлер: 167

@luisr5577 4 ай бұрын

Hi Reza, you are the best teacher. Thanks!

@RezaDorrani 4 ай бұрын

Thanks so much

@ninjacat--0_0 4 ай бұрын

Every single video that Reza puts out, you just know you're going to end up with a professional looking and beautifully designed solution. Our business users are going to love this one. Reza has become the gold standard for how our internal apps are designed, and I gotta say, they are looking good! :)

@RezaDorrani 4 ай бұрын

Thank You

@davidj4266 4 ай бұрын

Brilliant walkthrough! Learnt a few gems I hadn’t yet realised we could do.

@RezaDorrani 4 ай бұрын

Awesome

@manuelmontalvo2007 3 ай бұрын

You just keep getting better and better on what you do. THANK YOU sir

@RezaDorrani 3 ай бұрын

I appreciate that!

@tjb_altf4 4 ай бұрын

Great tutorial with all the little things included you need to make automations like this truly powerful! Thanks!

@RezaDorrani 4 ай бұрын

The little things is what makes a good video! Thank You for liking the video.

@melron9254 4 ай бұрын

Thank you so much for sharing this content! It's always refreshing to come across videos that are both informative and engaging. Keep up the great work!

@RezaDorrani 4 ай бұрын

Thanks so much Melron

@WillCooper1 4 ай бұрын

Excellent instructions and demonstration. People should know up front that you must have Power Automate Premium ($15/month) to create the workflow shown due to the use of premium connectors. Thanks for your hard work and continued efforts!

@RezaDorrani 4 ай бұрын

Thanks! In flow itself, when I select the action - there is a big PREMIUM label right next to it. You can also license the entire flow 100$ for entire org.

@reynaldikarundeng974 4 ай бұрын

@@RezaDorrani I think what he means that in the beginning of video you should give disclaimer that this flow use premium connector

@RezaDorrani 4 ай бұрын

@@reynaldikarundeng974 ok

@gmc111568 4 ай бұрын

This is excellent and gives me an idea of how to solve something I’ve been trying to do for quite some time. Thank you!

@RezaDorrani 4 ай бұрын

Awesome!

@user-fb8jb5yi6g 2 ай бұрын

Another great video and very timely for my home inspection tabular data forms.

@RezaDorrani 2 ай бұрын

Great to hear!

@Amaralrosa1 4 ай бұрын

If one day you happen to come to Brazil, I owe you a hug for the repeating itens section 😅 Great video!

@RezaDorrani 4 ай бұрын

Hopefully some day.

@Khargoro Ай бұрын

Hey Reza Thank you for your videos. I learned a lot from you!

@shaikhfirdos2723 4 ай бұрын

Great trick on repeatative table content..Thanks Reza..🎉❤❤

@RezaDorrani 4 ай бұрын

Glad you liked it!

@dougydoe 4 ай бұрын

Great video again and excellent step by step walkthrough. Always looking forward to watching your video as I learn something even if I'm quite familiar with the feature. More than worth my monthly membership fees. 😃😄

@RezaDorrani 4 ай бұрын

Awesome! Thanks for watching and thanks for being a member

@akshaynm 4 ай бұрын

Hello Reza, another Gem. Especially the repeating tables and the trick you shown using which any standard user can execute flow having a premium connector. Really great!!

@RezaDorrani 4 ай бұрын

Thanks BUT that is not a trick for licensing. Every user running flow will need a premium license. Flow has a per flow plan where you can license flow for entire org.

@akshaynm 4 ай бұрын

@@RezaDorrani noted Reza!! Will have a look in more detail on the info. I heared about using a service account in both App and Flows so that only those specific actions can run using the premium license. Can it be possible and can this eliminate the need of premium license for all users? Would be glad to have your guidance!!

@RezaDorrani 4 ай бұрын

@@akshaynm If flow is called from power app, every app user will need a premium license. What you've heard it not correct.

@akshaynm 4 ай бұрын

@@RezaDorrani noted please..!! 🙏🏻🙏🏻

@SPOguy7053 4 ай бұрын

@@akshaynm What you could do is have the Power App flow call another flow that runs under the owner's credentials (service account), although it's not ideal.

@oluwatobiyusuf 3 ай бұрын

Thank you another insightful video, Reza

@RezaDorrani 3 ай бұрын

Great to hear

@rolfmclaughlin8162 4 ай бұрын

Excellent video as always. Every day is a learning day :-)

@RezaDorrani 4 ай бұрын

Glad to hear it!

@spen2431 4 ай бұрын

Genius 💥💥 Thanks Reza

@RezaDorrani 4 ай бұрын

Thanks Spen

@siddeshgawande3924 4 ай бұрын

Great video!!

@RezaDorrani 4 ай бұрын

Thanks!

@JakeBogdon 4 ай бұрын

You're a wizzard! Thanks for this.

@RezaDorrani 4 ай бұрын

Thank You

@JenMayB 4 ай бұрын

Thanks!

@RezaDorrani 4 ай бұрын

Thank You

@mohamedbamba5098 Ай бұрын

Thank you Thank you Thank you

@RezaDorrani Ай бұрын

You are very welcome

@SegmentBi 4 ай бұрын

Hi Reza, I had similar requirement and now I am happy that I know how to do this. Repeating section really helpful. Thank you

@RezaDorrani 4 ай бұрын

Most welcome

@gmatdakuti 2 ай бұрын

Reza is the uncrowned techno king

@RezaDorrani 2 ай бұрын

Content is King

@v75tan 4 ай бұрын

Great Work - Thanks Please provide info on - Solution Patching and Cloning

@RezaDorrani 4 ай бұрын

Thanks! No plans on solution patching or cloning based video.

@vijaijs 4 ай бұрын

Thanks Reza for another wonderful video. Can we also generate PowerPoint using similar technique?

@RezaDorrani 4 ай бұрын

There is no PowerPoint action :)

@MarcoAntonio-yj4br 4 ай бұрын

Reza, I built a flow using excel for the model to generate the pdf. This way uses only free connectors, I think it's a very nice video theme for another time... Thank you for sharing your knowledge with us!

@RezaDorrani 4 ай бұрын

Thanks Marco. What is this free connector that works with excel?

@MarcoAntonio-yj4br 4 ай бұрын

@@RezaDorrani I write on a table with a single row in a hidden tab. The "mask" for my pdf doc have fields that refer to the columns of that table. Each field is linked to a column of the table. Then I run a refresh script on the excel file and call the onedrive connector to convert to pdf. I currently uses this with a run flow button in a sharepoint list. The user clicks on the button and receive a pdf on his email based on the list item fields. It's very nice and works very nicely

@MarcoAntonio-yj4br 4 ай бұрын

But your video show a waaay more elegant way of doing this... This convert file connector is a bit clumsy, the only good thing about it is that is free

@RezaDorrani 4 ай бұрын

@@MarcoAntonio-yj4br Yes it's about the value the premium license brings to the table.

@ankushjain4128 4 ай бұрын

As always you explained complex topic in easy way ...Please explain office script (similar like VBA code ) to write data in excel using power automate

@RezaDorrani 4 ай бұрын

Thanks! I make videos when I receive multiple requests on a topic. Every 6 months I ask subscribers for topic suggestions on Community Tab of my channel. Most voted topic ideas get added to my backlog. Make sure to suggest this idea whenever the next topic suggestion post is out.

@ankushjain4128 4 ай бұрын

@@RezaDorrani :Thank you for promptly response. Sure, i will do. Now these days these office scripts are so frequent people are using almost everywhere whenever they need an attachment data file. I am sure it will help a lot of us.

@RezaDorrani 4 ай бұрын

I know it will help a lot but so far I have received very few requests on that topic.

@ankushjain4128 4 ай бұрын

@@RezaDorrani Don't worry, I'll wait patiently. I just wanted to say that I really appreciate your explanations. I've been following your videos for a couple of years, and I've noticed how you make complex topics easy to understand. Even when I already know the topic well, I always learn something new from your videos. Keep up the great work!

@hespinosx2 3 ай бұрын

Hi Reza First of all, thank you! I´ve learning a lot and got the silver membership for now. I could replicate this solution with your clear instructions, but I´ve been trying to adapt it to different tasks lists I hope you could point me into the right direction.

@hespinosx2 3 ай бұрын

I have project lists and 4 tasks lists I set a string variable to store the name of the lists. Later on the next step I have an apply to each control to get the items that matches with my project look up column and it does read the data. What I can´t figure out yet, is how to store all different values so I can populate them on the Repeating Section. I got an output like this: "[{\"Area\":\"Support\",\"Status\":true,\"SLA_DueDate\":null,\"AssignedTo\":\"UserA\",\"LogEvents\":\"\"}],[{\"Area\":\"CSI\",\"Status\":true,\"SLA_DueDate\":null,\"AssignedTo\":\"UserB\",\"LogEvents\":\"log test\"}]"

@RezaDorrani 3 ай бұрын

Not sure how could help as I would have to either recreate your issue or your scenario.

@rohtashsharma3496 4 ай бұрын

Hi Reza, this is a wonderful video as always. Can you please let me know how you calculated the total amount at the bottom for the Expense reporting template?

@RezaDorrani 4 ай бұрын

Thanks! I used sum function with xpath. Video description has link to download the full app (members only - check description for details)

@anaslanthra7990 4 ай бұрын

Hi Reza, great video as always. Any workaround to include images to the document as well?

@RezaDorrani 4 ай бұрын

You can add images (check my previous video) but not inside repeating section.

@anaslanthra7990 4 ай бұрын

@@RezaDorrani thank Reza, I’ll check it out 👍

@Sowjanya_kk 3 ай бұрын

Perfect use case and great explanation!!! 👌👌 How can we download the pdf to a local computer instead of sending it as an attachment. Thanks !!

@RezaDorrani 3 ай бұрын

Thanks! There is a folder connector in power automate. You could use that to save it to local computer.

@Sowjanya_kk 3 ай бұрын

Thank you! I will try that. 😊

@BevinKumarKA 4 ай бұрын

It will be bad if I dont like this awesome video...

@RezaDorrani 4 ай бұрын

Thanks for liking and commenting

@oluwatosinawobokun7804 Ай бұрын

Awesome! Question though, what if you need to dynamically and an image, for example, a logo

@RezaDorrani Ай бұрын

Adding images in repeating section is not supported

@chulitoalbo3958 2 ай бұрын

Hi Reza, great video! 😊 Is it possible to dynamically populate the column data for an item? If a column is blank, it shouldn’t be populated in the Word document.

@RezaDorrani 2 ай бұрын

That is not an option

@toluvictor 4 ай бұрын

Hey Reza, has this repeating content dynamic control been available for a short time or have I been blind for the past 2 years 😅😅

@RezaDorrani 4 ай бұрын

Blind 🤣

@toluvictor 4 ай бұрын

@@RezaDorrani 🤣🤣 At least I can see now.

@wasif2454 2 ай бұрын

Hi Reza, greate video, can we have the OCR functionality through power Automate? pls suggest any video or resources for that. Thanks

@RezaDorrani 2 ай бұрын

Yes via AI Builder. I don’t think I have a video reference on it.

@rudivanderlocht3212 4 ай бұрын

Reza, what if your repeating section have more data than what fits on 1 page. Are the column headers automatically repeated?

@RezaDorrani 4 ай бұрын

Headers are not repeated

@rohtashsharma3496 4 ай бұрын

Yes, this data goes to the next Page automatically. I saw another video with the same concept.

@RezaDorrani 4 ай бұрын

@@rohtashsharma3496 Data goes to next page but I dont think the header info does

@manuelmontalvo2007 3 ай бұрын

Setting it up in the Header and/or Footer sections should do what you want.

@RezaDorrani 3 ай бұрын

@@manuelmontalvo2007 I think he is asking about the table header and not page headers

@gmc111568 4 ай бұрын

Is it possible to do a calculation? Like if you were doing a summary of invoices where it lists all of the invoices due for a customer that shows a total of all the individual invoices listed in the table?

@RezaDorrani 4 ай бұрын

Possible. I did do calculation to get the total expense amount.

@RobFahndrich1 2 ай бұрын

Hey Reza, If I wanted images to be in the table, how would we do that? The text part is awesome and have it working well, the images, not so much! Thank you.

@RezaDorrani 2 ай бұрын

Images is not supported in table (as per documentation)

@glennbullion9069 2 ай бұрын

I would love to move to something like this over what I do now. Right now, I inject all my dynamic data into an HTML file, and then convert that to a PDF. I use Plumsail (a premium connector) in order to do the conversion to PDF (the built in PDF convert has some issues). But to move to this would be pricey in licensing for us. I wonder if Plumsail has a "Fill out Word Doc" connector.

@RezaDorrani 2 ай бұрын

Plumsail is premium also. So how is this more pricey?

@glennbullion9069 2 ай бұрын

@@RezaDorrani I'm using the Per App plan. But true, I guess there's no reason I couldn't do the same for this. Hmmm. I'll have to experiment and see if the process is easier than what I'm doing now.

@sebastiendebosscher 4 ай бұрын

Hi Reza, the 'automate' button on a sharepoint library, does that also shows flows that are created in other environments than the 'default' environment? 14:17

@RezaDorrani 4 ай бұрын

Currently, its only for default environment.

@sebastiendebosscher 4 ай бұрын

This is troubling me, trying to move all my solutions from the default environment, into proper ALM Deployment Pipeline environments. Users are currently using these buttons on sharepoint libraries, how to solve this issue? 🤔

@RezaDorrani 4 ай бұрын

@@sebastiendebosscher There are many artifacts tied with default. Hopefully more options open up in future.

@OliveiraTisha 4 ай бұрын

Hi Reza. Would it be possible to attach images for the report? I need to create a Field Report but it needs to include maximum 10 images. Thank you!!!

@RezaDorrani 4 ай бұрын

Images can be added but not in a repeating section. Check my previous video on how to add image.

@TrendTalkks 4 ай бұрын

Hi Reza, Your Video is Awesome. My company has around 150 users. I want purchase M365 and power automate with AI builder. Which License I have to choose brother.?

@RezaDorrani 4 ай бұрын

Thanks! AI Builder is a premium feature so you will need premium flow licenses + capacity for AI Builder. Its not as easy answer as get x licenses. It depends upon scenario. Best to check Microsoft licensing guide.

@TrendTalkks 4 ай бұрын

@@RezaDorrani Thank you

@eafitnessworkout4513 24 күн бұрын

Hi Raza. does it supports nested repeating section?

@RezaDorrani 24 күн бұрын

I believe it does not. Check documentation to confirm.

@Test-jc5ur 4 ай бұрын

Dear Reza, can we create custom template, something as per my requirement?

@RezaDorrani 4 ай бұрын

Yes, you can create any custom template of your choice

@seang2012 3 ай бұрын

Could we do something similar but create an Excel workbook with for example, an updated budget sheet pulled from a Dataverse table being updated with new costs?

@RezaDorrani 3 ай бұрын

Possible.

@KaushikGawad-xy3fl 4 ай бұрын

Hi Reza, is there a way to add Tables in Rich text format in PowerApps?...it would be a great help if there is a way possible

@RezaDorrani 4 ай бұрын

Rich text is not supported with word connector

@minhvuongluu7644 3 ай бұрын

Hi Reza, Can we do the same for Excel export as template (Formmatted column report )

@RezaDorrani 3 ай бұрын

Flow can connect to any data source. So should be possible but not something I have a video reference for

@Arimeh17 4 ай бұрын

Can you make video for the flow of approval that you have shown in this video?

@RezaDorrani 4 ай бұрын

No plans for that one. I have actually shared entire solution including approval flow (link in video description - for members only)

@davidlucas930 3 ай бұрын

Is it work for large data in the table? Is it possible create a New header table in a second page?

@RezaDorrani 3 ай бұрын

1 - Works with large data. There is a file size limit though which is called out in documentation. 2 - No

@ABCD-ABCDEFGH 4 ай бұрын

does it allow to add hyperlinks? i have been adding a richtextcontrol and putting in a hyperlink but it always displays text only

@RezaDorrani 4 ай бұрын

Rich text does not work, no links supported as of now

@v75tan 3 ай бұрын

How were you able to do the Total of expenses(Last ) in Word/pdf ?

@RezaDorrani 3 ай бұрын

I used xpath. Video description has link to download entire solution (members only - check description for details)

@nanditaanand312 4 ай бұрын

Wonderful video, but i have a quick query - if we don't want any section,let say we want to map countries according to the sp list data and we don't want other countries mentioned in templates,how can we delete thilose countries while generating the final document with data.😊

@RezaDorrani 4 ай бұрын

Thanks! You have complete control over template. Not sure what section means? Those are only headers in template (assuming you mean headers are sections) You can filter your list and only show the data you need.

@nanditaanand312 4 ай бұрын

@@RezaDorrani yes, I understood..... Thank you so much 😀

@Abhishja 2 күн бұрын

Excellent!! How about Page size Letter wide =11.00x 8.50in PDF in App? i cant find any action.

@RezaDorrani 2 күн бұрын

Ive not tried that so not sure

@ssmatos1970 4 ай бұрын

Hi, and if I want to add a photo from attachments in the table?

@RezaDorrani 4 ай бұрын

Photos in repeating table is not supported

@adityaprasad6795 4 ай бұрын

Is there any way to get pdf data to make into Excel using ocr In power automation

@RezaDorrani 4 ай бұрын

May be using AI Builder. I have not tried it though.

@danielnj1991 2 ай бұрын

Pleaseee make example with repeating section but with image column!!!

@RezaDorrani 2 ай бұрын

Cannot make example because that is not a supported feature as highlighted in documentation

@sababouzari6929 Ай бұрын

how can I add a picture content control in a repeating section content control, it doesn't show in power automate when I use it like text contents!

@RezaDorrani Ай бұрын

A picture control in repeating section is not supported as per documentation

@v75tan 2 ай бұрын

can we control Page (template) color / watermark property ?

@RezaDorrani 2 ай бұрын

Not sure if thats an option

@v75tan 2 ай бұрын

@@RezaDorrani Thanks. You are Good Great .. Apologies for the Q ... BUT why your Gold membership is TOOOO costly £89.99/month

@RezaDorrani 2 ай бұрын

@@v75tan Gold membership is the Power platform Training Tier. It has 32 hours worth of content and growing month on month. The price point is low if you compare it with average training price in USA. I cannot set a price per region as thats not an option in KZfaq.

@Sreekanth297 4 ай бұрын

Present sir

@RezaDorrani 4 ай бұрын

Thank You

@Sreekanth297 4 ай бұрын

Please upload a video on powerapps to show particular domain users in an organization and users should searchable@@RezaDorrani

@ROHITKUMAR.KOLLURI 4 ай бұрын

Hi Reza Very useful. Been following your videos for learning. I have a question here. Let me take an example here Requirement is to have 2 column pdf Tabular columns: 4 columns per row TaskName Date TaskName Date Can you let me know how to bind values in this case

@RezaDorrani 4 ай бұрын

Thanks! Video shows how to create columns for table. Im not sure I understand your question

@ROHITKUMAR.KOLLURI 4 ай бұрын

@@RezaDorrani Sorry for the confusion. Here is the sample screenshot link All the column headers and content everything to be dynamic here. Can you help me drive.google.com/file/d/1lnrQGAknQAl4yhljVXfCDu_-59Y_VxMU/view?usp=drivesdk

@RezaDorrani 4 ай бұрын

I would have to try it out to provide the steps. It would be post to post your query on forums in case someone has done something similar powerusers.microsoft.com/

@ROHITKUMAR.KOLLURI 4 ай бұрын

@@RezaDorrani - I have tried and it worked. But one finding I.e., not able to add image control under developer ribbon into repeating section. Any idea on this? Your insights please

@RezaDorrani 4 ай бұрын

@@ROHITKUMAR.KOLLURI Thats a limitation (called out in documentation)

@leandrozaccari3193 3 ай бұрын

hi Reza, sometimes I'm getting the error 401 "The access token has expired" in some users when "create file" step for one drive....how can I fix this?

@RezaDorrani 3 ай бұрын

I have not come across this issue and hence not sure what is the cause for your issue. I recommend posting your issue/query with screenshots on the forums at powerusers.microsoft.com

@SirAbaba 7 күн бұрын

my office is not premium, what shall I do

@RezaDorrani 7 күн бұрын

You will need a premium power automate license for this.

@v75tan 3 ай бұрын

Please help- When converting word document to pdf USER is getting error "The file you are trying to access is not accessible by the connector. Please make sure the file is not opened by another process." I can see the file on the location. If i as a developer execute the flow . The flow works.

@RezaDorrani 3 ай бұрын

I have not come across this issue and hence not sure what the cause for it could be. I will recommend posting your issue on forums in case someone has experienced something similar powerusers.microsoft.com

@v75tan 2 ай бұрын

@@RezaDorrani Resolved- SharePoint site, Folder Naming issue- doesn't like & blank....

@erinfield1943 Күн бұрын

9:06- how to get an array in the form

@RezaDorrani Күн бұрын

is this a bookmark or a question?

@erinfield1943 Күн бұрын

@@RezaDorrani Both in a way. I'm having trouble distinguishing between passing a string into an Excel sheet vs. an array. Could I use two "Select" operations, one after the other? One for my strings, and one for my array?

@RezaDorrani Күн бұрын

@@erinfield1943 Im not sure about that. I will recommend checking or posting your query on forums in case someone has done something similar powerusers.microsoft.com