So today we will learn about how to export data from SharePoint to Excel using Power Automate. All the steps are written below, and everything is explained with the help of screenshots.
Step 1: The first step is to create a flow. Here, instant flow has been created with a manual trigger.
Step 2: To fetch the data from the list, we need to add the connector Get Items and provide the site address and the List name whose data is to be exported to excel.
Step 3: Next, ‘Select’ connector has been used to Map the columns in the list as we don’t need all the columns to be exported.
The Reference List is attached below.
Step 4: For creating a file in one drive we first need to create an excel template. Here, InvoiceDetails is the Excel Template used. Next, ‘Get file content’ connector has been used to fetch the template.
Step 5: Next, “Create File” connector has been used to create the file in one drive folder named “Attachments”. “guid()” expression has been used to generate unique name for the files being created. From the dynamic values, body of the Get File Content has been given in the File Content. This will create an empty file in One Drive.
Step 6: Next, “Create table” Excel connector has been used to create a table in the previously created file in one drive. In File, the dynamic Create File ID has been selected. In the table range, A1 notation is used to specify the rows and columns. The Table name and Column names have been given accordingly.
Step 7: Next, under Apply to each, output of “select” has been added where we earlier stored the mapped list data.
Then, “Add a row into a table” connector has been used to add the records in the list into the excel table’s rows. In File, the dynamic create file content ID has been selected. In Table, the dynamic Create Table name has been selected. In Row, current item of apply to each has been selected.
The Excel File now will be successfully created as shown below.
The One Drive Folder:
The file Created in the Folder:
The Table Created:
This was all about Permission-driven canvas app component. Hope you enjoyed it.
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