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Power Platform Community / Forums / Power Automate / Generate excel file fr...
Power Automate
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Generate excel file from SharePoint list

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Posted on by servicesGB95 48

Halli, Hallo, Hallöle!

as you may know there is a function to export a list to excel in SharePoint.
In my flow I basically want to recreate this function on a scheduled date...
The problem I have is that there's no Excel-Action to create a new file or a table. I want that the flow automatically generates the  SharePoint-list items as Excel-file once in a month, it is important that .csv is not sufficient for me because I need the filter function in Excel-tables...
Any suggestions?

Thanks in advance!
 

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  • Hardesh15 Profile Picture
    Hardesh15 7,087 Super User 2024 Season 1 on at

    @servicesGB95 

     

    Steps.

    1. Create new excel file on your desktop.
    2. Select number of columns which you require from SharePoint list and Format as table.
    3. Upload this excel file into SharePoint Doc lib.
    4. Create automated blank flow and use Flow trigger Recurrence : Select interval and frequency of recurrence.
    5. Use Get items action
    6. Use Add row into table action.
    7. In this way you can export your list items in excel sheet.
    8. if you are scheduling your flow like weekly, biweekly then do not forget to clean excel file.
    9. To clean excel file- Use delete a row in Last

    Thanks

    Hardesh

  • servicesGB95 Profile Picture
    servicesGB95 48 on at

    Thanks for your reply!

    I did it as you said and the excel file gets updated with the data, but when I get the excel file with "get file content using path" to send it as E-mail, the file doesn't seem to be updated yet. It looks like the file still gets modified when I send it as E-Mail. 
    Working with timers doesn't seem to be a proper solution either...



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