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Dataverse to Excel Template Automation

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Posted on by Power1993

Hi all

I have built out a Power App that is used to collect data from manufacturing equipment as part of a routine maintenance and inspection schedule. I would like to collect the data and export it to an Excel template that can be shared directly with the client.

Currently I am Using dataverse as a means to store that data but have also built out automations using Power Automate that will create a new folder structure and export the relevant data to a CSV document in Share Point.

The next iteration of this project is to export the data directly to an excel template from dataverse using a trigger in Power Apps. Or transfer the data from the CSV saved in Share Point into the template. Any help would be greatly appreciated.

Thanks

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Microsoft Dataverse with Power Apps

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Michael E. Gernaey 53,969 Moderator on at

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Hi,

What would be the trigger you would use to create the report?
The employee does it while in the app?
You want to have reoccurring flow run to generate for all needed reports?
A Trigger as someone create a "record" of a customer, that will then create the report for that single customer?

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Michael Gernaey MCT | MCSE | MCP | Self-Contractor| Ex-Microsoft
https://gernaeysoftware.com
LinkedIn: https://www.linkedin.com/in/michaelgernaey

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Power1993 2 on at

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Hi Michael

Employee does it when in the app.

The customer, hardware and data is recorded in the same database, there are no database relationships to consider. One database to one certificate. Record data, hit the trigger, certificate saved in Sharepoint is how I would like to have it work.

Thanks

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