web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

Welcome to the Power Platform Communities
News and Announcements icon
Community site session details

Community site session details

Session Id :
Power Platform Community / Forums / Power Automate / Create a quarterly flo...
Power Automate
Unanswered

Create a quarterly flow to create an excel spreadsheet based on a sharepoint list

(0) ShareShare
ReportReport
Posted on by MerlinT 42

I have a sharepoint list, which has a calculated field to create the Qtr and Financial year e.g. Qtr 1 FY23

I have a view which then groups by Qtrs.

I need an Excel document which shows only the data from the previous quarter.  (The sharepoint list is large so I don't want to export the whole list)

Would a flow be the best way to do this?

I was thinking a flow that runs at the beginning of the next quarter, to create an excel document containing the data from the previous quarter. e.g. On the 1st of January 2023, I would like to run a flow which would generate an excel document containing all the relevant data from Qtr 2 FY 23 (Oct to Dec 2022).

Is this possible?

 

 

Categories:
Building flows
  • grantjenkins Profile Picture
    grantjenkins 11,063 Moderator on at

    Couple of questions:

    1. How many items are in your list?
    2. What fields do you use for your calculated column formula?

    You can't use a calculated column in your Filter Query of Get items, so if we can use another column (created date, etc.) to filter on then we can filter the data directly when retrieving the items.

  • MerlinT Profile Picture
    MerlinT 42 on at

    Thanks for getting back to me Grant. 

    1. At the moment the list isn't that big (as its only just been started) but it will continue to grow over time so I am looking for a long term solution.  

    2. I used a date field called Purchase/Load Date which could definitely be used as the filter date.

     

     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Welcome to the Power Platform Communities

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Kudos to our 2025 Community Spotlight Honorees

Expanding mentorship, skilling, and AI innovation

Congratulations to the August Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Power Automate

#1
11manish Profile Picture

11manish 231 Super User 2026 Season 2

#2
David_MA Profile Picture

David_MA 217 Super User 2026 Season 2

#3
Mohsin Ali Profile Picture

Mohsin Ali 170

Last 30 days Overall leaderboard

Featured topics

Known issue with browser automation in Power Automate for Desktop on Google Chrome 146 and 147
Share your ideas and struggles with building Power Automate flows!
Survey: Power Automate mobile app
How to Ask for Help with Your Power Automate Workflow
Start and wait for an approval action
Restore a deleted flow
List of actions cheat sheet for Power Automate Desktop
Welcome to the Power Automate forum!

Product updates

Microsoft Power Platform Community release plans