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Session Id : 0KjpAU/mxYePBv9o99F+yO
Power Automate - Building Flows
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How to automate Export to Excel for a SharePoint list using flow and send an email with attachment

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Posted on 6 May 2019 17:34:25 by

Hi,

 

I am looking to create a flow which can run every monday using recurrence and then export a list to excel, once exported, send an email with this excel file as an attachment, is this possible to automate?

 

Thanks in advance.

  • Chris17 Profile Picture
    33 on 16 Aug 2023 at 19:24:42
    Re: How to automate Export to Excel for a SharePoint list using flow and send an email with attachment

    You need to import the CSV data into a new Excel workbook in order to view the content correctly; see Import or export text (.txt or .csv) files - Microsoft Support

  • Sharon-S Profile Picture
    4 on 06 Mar 2022 at 10:10:40
    Re: How to automate Export to Excel for a SharePoint list using flow and send an email with attachment

    Can you expand each step so that we can see what you did?  Thank you

  • Community Power Platform Member Profile Picture
    on 20 May 2020 at 15:03:59
    Re: How to automate Export to Excel for a SharePoint list using flow and send an email with attachment

    @luuminhvuong93       Agreed!  Just making sure I was not missing anything.

  • luuminhvuong93 Profile Picture
    300 on 20 May 2020 at 10:34:30
    Re: How to automate Export to Excel for a SharePoint list using flow and send an email with attachment

    Current, ignore the error when opening the XLS.

    Still better than export to CSV

  • Community Power Platform Member Profile Picture
    on 15 May 2020 at 17:58:21
    Re: How to automate Export to Excel for a SharePoint list using flow and send an email with attachment

    Hello.  This works except that when people try to open the spreadsheet from the email, there is an error message:

     

    Message Rec'd When Opening Created SpreadsheetMessage Rec'd When Opening Created Spreadsheet 

    If I click "Yes" the spreadsheet does open.  Also, all the spreadsheets created through this flow will not open within SharePoint, I have to download them to the Excel App to view them.

     

    Is there something more I can do to clean up the results of this flow?  Thanks.

  • Community Power Platform Member Profile Picture
    on 07 May 2020 at 19:03:46
    Re: How to automate Export to Excel for a SharePoint list using flow and send an email with attachment

    Maybe the information in this question and answer chain is outdated, but I used the instructions at https://flow.microsoft.com/en-us/blog/automate-sending-weekly-reports/ to get data from a list, created a spreadsheet file, save spreadsheet to a SharePoint library, send an email to the designated email addresses with the spreadsheet attached to it, and to do all of this on a regularly reoccurring schedule.  The link provides instructions on how to create the spreadsheet file in OneDrive, but I was able to easily adapt it to SharePoint by switching out all of the OneDrive locations to SharePoint locations.

  • Community Power Platform Member Profile Picture
    on 29 Apr 2020 at 15:47:14
    Re: How to automate Export to Excel for a SharePoint list using flow and send an email with attachment

    Hi! Thanks for this answer. It was very useful, but I Have a question about it: When I Open the .CSV file in Excel it brings a lot of data delimited with ",". When I tabulate the columns all the data are disorganized. It seems to came with the data field some sort of URL for each data input. Am I doing something wrong? Is the a way to edit the format?

     

    I Can´t add a photo with this because the file contains an URL.

     
     
     
  • Community Power Platform Member Profile Picture
    on 05 Nov 2019 at 16:12:02
    Re: How to automate Export to Excel for a SharePoint list using flow and send an email with attachment

    @vsolanon please review the accepted answer, currently CSV is supported on the flow side. Give it a try and let me know in case of issues.

  • vsolanon Profile Picture
    146 on 01 Nov 2019 at 01:33:03
    Re: How to automate Export to Excel for a SharePoint list using flow and send an email with attachment

    Hi @Anonymous ,

    I was wondering if you were able to find a solution for this. I am currently looking for the same approach.

     

    Thank you in advance!

    Veronica

  • Verified answer
    v-yamao-msft Profile Picture
    on 10 May 2019 at 07:43:13
    Re: How to automate Export to Excel for a SharePoint list using flow and send an email with attachment

    Hi @Anonymous ,

     

    As you mentioned, .xls or .xlsx are not available.

     

    It is possible to Create file in SharePoint library instead of OneDrive.

     

    Besides, you could also try with action Create csv table. Then create a csv file in the SharePoint library likes below.

    1.PNG

     

    Best regards,

    Mabel

     

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