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Power Platform Community / Forums / Power Apps / Proper way to get repo...
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Proper way to get report with headers

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Posted on by 820

Hi

I am searching for a proper way how to get a report from dataverse data to excel, word or pdf with some headers

I can't use word templates because word template will not allow me to make any filtering on data - it will only export something that is associated between tables and i need to filter some data before exporting.

 

I almost can use excel templates but excel template says select view. And in the view i can add columns only from direct related columns and i can not reach some columns that are related with indirect relations. 

And also if i would like to use excel template in dataverse i need to filter all records by something that i want to export( in my case i need to filter all transactions by project name and status by finished) and then only use excel template. I am searching something more robust - users selects hits a button or something and get's desired data.

 

I had an idea to use custom page canvas app in dataverse and use Print() functionality but it is still not fully supported. I can't call parent.printing and this idea ended up here

 

I also can't use report wizard as i have same problem that i can't reach some indirect relation columns and can't add headers from indirect related columns?

 

I know there is a possibility to use SSRS with Fetch xml but this sounds too complicated

 

Is there some other suggestions maybe power query or some other methods?

I have the same question (0)
  • ChrisPiasecki Profile Picture
    6,422 Most Valuable Professional on at

    Hi @jja,

     

    You can use the Word connector in Power Automate to populate a Word Template that was not generated using Dataverse metadata. This will allow you to retrieve unrelated data and/or filter rows from the flow and populate the placeholders in Word.

     

    Just keep in mind the connector doesn't support some controls like Rich Text. 

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    Please click Accept as Solution if my post answered your question. This will help others find solutions to similar questions. If you like my post and/or find it helpful, please consider giving it a Thumbs Up.

  • julijazas Profile Picture
    820 on at

    @ChrisPiasecki 

    According populate a word template this makes me confused if i am license compliant. User has power apps per app license. 

  • ChrisPiasecki Profile Picture
    6,422 Most Valuable Professional on at

    Hi @jja,

     

    Licensing shouldn't be a concern then if you have a per user license. You can use any of standard and premium connectors 

     

    ---
    Please click Accept as Solution if my post answered your question. This will help others find solutions to similar questions. If you like my post and/or find it helpful, please consider giving it a Thumbs Up.

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