Create Dynamic PDFs with Tabular Data using Power Automate

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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)

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3 июл 2024

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Комментарии : 159

@luisr5577 4 месяца назад

Hi Reza, you are the best teacher. Thanks!

@RezaDorrani 4 месяца назад

Thanks so much

@ninjacat--0_0 3 месяца назад

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 3 месяца назад

Thank You

@davidj4266 3 месяца назад

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

@RezaDorrani 3 месяца назад

Awesome

@tjb_altf4 4 месяца назад

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

@RezaDorrani 4 месяца назад

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

@manuelmontalvo2007 3 месяца назад

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

@RezaDorrani 3 месяца назад

I appreciate that!

@WillCooper1 4 месяца назад

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 месяца назад

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 месяца назад

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

@RezaDorrani 4 месяца назад

@@reynaldikarundeng974 ok

@user-fb8jb5yi6g 2 месяца назад

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

@RezaDorrani 2 месяца назад

Great to hear!

@melron9254 4 месяца назад

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 месяца назад

Thanks so much Melron

@gmc111568 4 месяца назад

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 месяца назад

Awesome!

@Khargoro Месяц назад

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

@Amaralrosa1 3 месяца назад

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

@RezaDorrani 3 месяца назад

Hopefully some day.

@oluwatobiyusuf 2 месяца назад

Thank you another insightful video, Reza

@RezaDorrani 2 месяца назад

Great to hear

@shaikhfirdos2723 4 месяца назад

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

@RezaDorrani 4 месяца назад

Glad you liked it!

@dougydoe 3 месяца назад

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 3 месяца назад

Awesome! Thanks for watching and thanks for being a member

@JakeBogdon 4 месяца назад

You're a wizzard! Thanks for this.

@RezaDorrani 4 месяца назад

Thank You

@akshaynm 4 месяца назад

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 месяца назад

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 месяца назад

@@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 месяца назад

@@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 месяца назад

@@RezaDorrani noted please..!! 🙏🏻🙏🏻

@SPOguy7053 3 месяца назад

@@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.

@spen2431 4 месяца назад

Genius 💥💥 Thanks Reza

@RezaDorrani 4 месяца назад

Thanks Spen

@rolfmclaughlin8162 4 месяца назад

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

@RezaDorrani 4 месяца назад

Glad to hear it!

@siddeshgawande3924 4 месяца назад

Great video!!

@RezaDorrani 4 месяца назад

Thanks!

@SegmentBi 4 месяца назад

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 месяца назад

Most welcome

@mohamedbamba5098 Месяц назад

Thank you Thank you Thank you

@RezaDorrani Месяц назад

You are very welcome

@gmatdakuti 2 месяца назад

Reza is the uncrowned techno king

@RezaDorrani 2 месяца назад

Content is King

@JenMayB 4 месяца назад

Thanks!

@RezaDorrani 4 месяца назад

Thank You

@v75tan 3 месяца назад

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

@RezaDorrani 3 месяца назад

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

@MarcoAntonio-yj4br 4 месяца назад

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 месяца назад

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

@MarcoAntonio-yj4br 4 месяца назад

@@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 месяца назад

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 месяца назад

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

@vijaijs 3 месяца назад

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

@RezaDorrani 3 месяца назад

There is no PowerPoint action :)

@ankushjain4128 4 месяца назад

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 месяца назад

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 месяца назад

@@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 месяца назад

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

@ankushjain4128 4 месяца назад

@@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!

@BevinKumarKA 3 месяца назад

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

@RezaDorrani 3 месяца назад

Thanks for liking and commenting

@hespinosx2 3 месяца назад

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 месяца назад

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 месяца назад

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

@rohtashsharma3496 4 месяца назад

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 месяца назад

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

@oluwatosinawobokun7804 23 дня назад

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

@RezaDorrani 23 дня назад

Adding images in repeating section is not supported

@anaslanthra7990 3 месяца назад

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

@RezaDorrani 3 месяца назад

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

@anaslanthra7990 3 месяца назад

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

@glennbullion9069 2 месяца назад

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 месяца назад

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

@glennbullion9069 2 месяца назад

@@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.

@RobFahndrich1 2 месяца назад

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 месяца назад

Images is not supported in table (as per documentation)

@Sowjanya_kk 3 месяца назад

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 месяца назад

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

@Sowjanya_kk 3 месяца назад

Thank you! I will try that. 😊

@wasif2454 2 месяца назад

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

@RezaDorrani 2 месяца назад

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

@chulitoalbo3958 Месяц назад

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 Месяц назад

That is not an option

@Arimeh17 3 месяца назад

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

@RezaDorrani 3 месяца назад

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

@gmc111568 4 месяца назад

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 месяца назад

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

@OliveiraTisha 3 месяца назад

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 3 месяца назад

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

@minhvuongluu7644 3 месяца назад

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

@RezaDorrani 3 месяца назад

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

@eafitnessworkout4513 15 дней назад

Hi Raza. does it supports nested repeating section?

@RezaDorrani 15 дней назад

I believe it does not. Check documentation to confirm.

@KaushikGawad-xy3fl 3 месяца назад

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 3 месяца назад

Rich text is not supported with word connector

@v75tan 3 месяца назад

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

@RezaDorrani 3 месяца назад

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

@sebastiendebosscher 4 месяца назад

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 месяца назад

Currently, its only for default environment.

@sebastiendebosscher 4 месяца назад

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 месяца назад

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

@seang2012 2 месяца назад

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 2 месяца назад

Possible.

@rudivanderlocht3212 4 месяца назад

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

@RezaDorrani 4 месяца назад

Headers are not repeated

@rohtashsharma3496 4 месяца назад

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

@RezaDorrani 4 месяца назад

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

@manuelmontalvo2007 3 месяца назад

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

@RezaDorrani 3 месяца назад

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

@Test-jc5ur 4 месяца назад

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

@RezaDorrani 4 месяца назад

Yes, you can create any custom template of your choice

@toluvictor 4 месяца назад

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 месяца назад

Blind 🤣

@toluvictor 4 месяца назад

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

@ssmatos1970 4 месяца назад

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

@RezaDorrani 4 месяца назад

Photos in repeating table is not supported

@davidlucas930 2 месяца назад

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

@RezaDorrani 2 месяца назад

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

@ABCD-ABCDEFGH 3 месяца назад

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

@RezaDorrani 3 месяца назад

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

@danielnj1991 2 месяца назад

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

@RezaDorrani 2 месяца назад

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

@adityaprasad6795 4 месяца назад

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

@RezaDorrani 4 месяца назад

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

@TrendTalkks 4 месяца назад

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 месяца назад

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 месяца назад

@@RezaDorrani Thank you

@nanditaanand312 3 месяца назад

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 3 месяца назад

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 3 месяца назад

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

@sababouzari6929 29 дней назад

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 29 дней назад

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

@ROHITKUMAR.KOLLURI 4 месяца назад

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 месяца назад

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

@ROHITKUMAR.KOLLURI 4 месяца назад

@@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 месяца назад

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 3 месяца назад

@@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 3 месяца назад

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

@v75tan 2 месяца назад

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

@RezaDorrani 2 месяца назад

Not sure if thats an option

@v75tan 2 месяца назад

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

@RezaDorrani 2 месяца назад

@@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 RU-vid.

@leandrozaccari3193 3 месяца назад

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 месяца назад

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

@Sreekanth297 4 месяца назад

Present sir

@RezaDorrani 4 месяца назад

Thank You

@Sreekanth297 4 месяца назад

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

@yourcrush44 3 месяца назад

Hello

@RezaDorrani 3 месяца назад

@v75tan 2 месяца назад

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 2 месяца назад

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 месяца назад

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