Export sharepoint lists and send them as a excel document

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Posted on by AB21

Hi all,

Is it possible to get the data from a Sharepoint list to be sent out weekly as an excel file using flow?

And is it possible to only send out some of the columns in the Sharepoint list ?

Thanks in advance,

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ChristianAbata 8,953 Most Valuable Professional on at

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hi @AB21 you can try with this, with Filter Query you can choose what information needs.

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AB21 on at

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Thanks for this.

How do I then email the excel version to specific users?

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ChristianAbata 8,953 Most Valuable Professional on at

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@AB21 you need to insert the datafrom sharepoint list into an excel and then get the file to send it by attachment.

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AB21 on at

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Sorry about this Im still pretty new to flow, so would this be the whole flow starting with reassurance - get item - add a row into a table - delay - get file content - send an email ?

Thanks in advance

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ChristianAbata 8,953 Most Valuable Professional on at

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sure @AB21 frisit you need to create an excel into a sharepoint folder with a table and the headers you need.

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AB21 on at

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Hi @ChristianAbata,

What do I need to put in the filter query and why?

At the minute I get no errors with the flow but no data is going from the sharepoint list to the excel file, is it only new entries that are put in the Sharepoint list that will go into the excel doc?

Thanks in advance

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AB21 on at

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Hi @ChristianAbata,

Got this to work! thanks for the help. Im now having the issue with duplicated data, so when the data is inputted into the excel document is there a way to replace what is in that excel doc like all the data rather then duplicating items that are already in there as this gets messy.

Helpp

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ChristianAbata 8,953 Most Valuable Professional on at

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hi @AB21 mmm to know if you have values into excel that are in the sharepoint list you need to add an List rows Excel an then use a condition that compare the values in excel an values in sharepoint and then you can write into excel a new line.

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AB21 on at

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Can you please help with screenshots if you wouldn't mind? So I understand it a bit more? @ChristianAbata

Thanks in advance

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