Exporting a SharePoint List into Excel

(0) Share

Report

Posted on by Community Power Pla...

Using Power Automate Flow (Not Desktop)

I have written an entire flow that: (In no particular order)

Creates an Excel Document
Names all the columns of the Excel Spreadsheet
Exports the contents of a SharePoint List into said Document
Places the correct data into the correct column
Saves the Excel Doc in a particular place

My customer then asks why the Excel columns with percentages in them are set as general and not percentage? They thought I was basically just pressing the export button in the SharePoint. 😲 Because when she presses that button, all the cell formatting is copied from the List into the Excel spreadsheet.

Do we have a way, with Power Automate Flow, to essentially press the export button, answer it's couple of questions, and tell it where to save the Excel file?

Categories:

Building flows

I have the same question (0)

All responses (4)

Answers (0)

Ventit 422 on at

Like (0)

Report

When you do the add rows. You can use the Format Number action to format a number before populating the row. In relation to a percent result you would need to convert the cumber to text and then using concat(number,'%') might work

Was this reply helpful? Yes No
Community Power Pla... on at

Like (0)

Report

This is good information, but it does not address my actual question:

"Do we have a way, with Power Automate Flow, to essentially press the export button, answer it's couple of questions, and tell it where to save the Excel file?"

Was this reply helpful? Yes No
Paulie78 8,422 Moderator on at

Like (0)

Report

Do we have a way, with Power Automate Flow

There is a way, but you do not need to. When you click export there are two options:

1) CSV

2) Excel

The CSV option does exactly what it says and download a CSV file to your machine. I have tested this and you can get this data directly from Power Automate.

The second option gives you an .iqy file which is basically a data source definition that Excel uses to connect to SharePoint and download the content (which can easily be refreshed on open on the client side anyway).

So it depends on your objective and which option you are using. So which one are you using?

Was this reply helpful? Yes No
Ventit 422 on at

Like (0)

Report

Dynamic saving is not an option, like I think you want, but emailing it as an attachment. In relation to pressing a button and asking questions you really need to look at the interface. Power Apps can support that. I alos use a Web Form builder called cognitoforms or Microsoft Forms. MS Forms can be public so you are not restricted to a login. Both these can trigger power automate to do what you want

Was this reply helpful? Yes No