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Downloading SharePoint Excel File

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Posted on by _tao_

Self-identified noob user here. I'm trying to create a flow where I download a SharePoint file (a file our team is using to track project items) and automatically upload it to my PowerBI display. Unfortunately, I'm getting stuck on the first task of automating the download of the Excel file from SharePoint.

I've tried using O365 PowerAutomate to no avail. So I switched to trying PowerAutomate Desktop, with which I am a bit more familiar. I've tried various iterations of "Download from web" to get it from our SharePoint site. No luck.

I've switched to trying to launching the document then using "Click link on webpage" and creating UI elements for File > Save As. However, it looks like MS does not want us to do this as no red boxes identifying CSS elements appear.

I'm getting a bit frustrated at what I thought would be a quick and simple morning automation project turning into a 1 day+ project.

Does anyone have advice on what I could be missing? Has anyone got similar flows to work? Again, I am a PowerAutomate noob, so I very well may be missing something obvious.

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Power Automate Desktop

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AS-06081019-0 1,736 Super User 2024 Season 1 on at

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@_tao_ Try this in Power automate cloud:
Transfer file from SharePoint to OneDrive
refer this: https://www.youtube.com/watch?v=FR14CErPZ3w

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_tao_ 7 on at

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Thank you for the comment! I would add that I needed a one additional steps to get it to work in my case:

I needed to make sure the file it created had the same file type extension in the File Name as the file I downloaded. In my case, it's a .xlsx file type. First I tried the File Name with no extension and it created a plaintext "File" that was unusuable for my purposes, I needed and Excel file at the output. Then I tried a .xlsm file type and that failed too. 3rd try was a .xlsx, same as the original file type, and it worked! Wahoo!

Many, many thanks for your comment! Now I can move on to the next steps in my automation today! Wahoo!

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AS-06081019-0 1,736 Super User 2024 Season 1 on at

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@_tao_ Glad it helped.
Have a great weekend.

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