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Power Platform Community / Forums / Power Automate / Build a Power Automate...
Power Automate
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Build a Power Automate Flow sing a filter selected by the user

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Posted on by 129

I am relatively new to both Sharepoint and Power Automate, I am looking for some guidance.  I have built a view in SharePoint that the user can filter on and that is working well.  I understand that the 'Export to Excel' standard option will export all the data not just the filtered data so I am looking for a way to use Power Automate (or Power Apps) to pass in the filter parameter set by the user in Sharepoint which will then either export the view to Excel or populate a word template with the list items (the latter being the perfect solution).

 

Can anyone point me in the right direction - first of all with how I pass parameters set by the user through to power automate to build my flow on?  Or do I need to user Power Apps?

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  • v-xiaochen-msft Profile Picture
    Microsoft Employee on at

    Hi @glitter1234567 ,

     

    According to your description, you are filtering the SharePoint List, and you want to export to csv with your filter.

    As searched, you can just export to csv with filter in SharePoint list.

    Here are the steps you can refer to:
    (1) We can first filter it here:

    vxiaochenmsft_0-1696555789172.png

     

    (2) Then we need to click "Save view as " to store our filtered view:

    vxiaochenmsft_1-1696555789174.png

     

    And then we can select this view and then click "Export to csv":

    vxiaochenmsft_2-1696555789178.png

     

     

    (3) In the last we can export the filtered data in csv:

    vxiaochenmsft_3-1696555789179.png

     

    Best Regards,

    Wearsky

  • glitter1234567 Profile Picture
    129 on at

    Yes but I don't want them to have to save a view every time they want to export.  I am hoping there is a way to pass the filter parameters to Power Automate or Power Apps?

  • v-xiaochen-msft Profile Picture
    Microsoft Employee on at

    Hi @glitter1234567 ,

     

    Thanks for your quick response! I test it in my side ,i have found no way to deliver the filter parameter to flow and apps.

    And the best quick way to export the csv with filter is just in the SharePoint list .I hope this can help you.

    For your need , if you want to filter the SharePoint list data and then export to csv without creating a view in it .  I think you may need to realize it in the Power apps.

    (1)You need to create a Gallery in Power Apps and filter the data in Power Apps.

    (2)Create a collection with columns you want to export which data has filtered .

    (3) Use JSON function to prepare your data.

    (4) Pass your data to Power Automate

    (5)Make power automate export of your data to a CSV File in Excel that you can download

    And for more information, you can refer to:
    Power Apps Export To Excel As A CSV File - Matthew Devaney

     

    Best Regards,

    Wearsky

  • Verified answer
    sandeepstw Profile Picture
    312 Moderator on at

    Hi There,

     

    you can use a combination of Power Apps and Power Automate. Here's a high-level solution.

     

    In Power Apps, build a Power App embedded within your SharePoint page. Within this app, allow users to set the filter parameters. Add a button that, when pressed, triggers a Power Automate flow and passes the filter parameters to it.

     

    In Power Automate, start the flow with a Power Apps trigger. Take the filter parameters from Power Apps. Use the "Get items" SharePoint action to retrieve items based on the filter parameters.

     

    You can either, use the "Create file" action to generate an Excel file in a SharePoint document library or OneDrive with the filtered data. Use Word connectors to populate a Word template with the filtered list items. Provide a link to download the generated file or notify the user once the process is completed.

     

    After setting up both the Power App and the Power Automate flow, integrate them so that pressing the button in the Power App triggers the flow with the appropriate parameters.

     

     

    Please give kudos and mark as solution if it helps.  

      

    Thanks, 

    Sandeep Mishra 

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