You’ll note that my sample table has three fields: First Name, Last Name and Amount. It’s important to segment the data as an actual table because the connectors that we’ll use in this solution is expecting the input data to be in a table. Create Excel File with Input DataĬreate an Excel file with an Excel Table, similar to the one shown below. For instance, instead of relying on SharePoint to store your files, you can just as easily find connectors to OneDrive or Dropbox or Google Drive and use those instead. That’s sort of the beauty of Power Platform. It will instead contain a set of Dynamic Content Controls which we’ll bind data to, dynamically, form our Excel file.ĭon’t be dismayed if your use-case or components don’t match the set I’ve selected above. It won’t be a template in the most technical sense. Word “Template” File: We’ll create a sample document using Microsoft Word.We’ll be creating documents for every row in this table. We’ll add a table in this Excel file with some sample contacts. Excel File: We’ll use an Excel file that we’ll save in SharePoint as our simple database.We’ll also use SharePoint as the storage place for the files we generate. SharePoint: We’ll use SharePoint as the repository of our input data – our mail merge data.Here are the various components of this solution: Today, I wanted to demo a more in-depth use case – generating documents dynamically. Previously, we have taken cursory looks at the Microsoft Power Platform, its components such as Power Apps, Power Automate and Power Virtual Agents.

Merge data from excel to word