Automating "Export to Excel" from Sharepoint using Power Automate

Rokuro Asai 0 Reputation points
2023-04-28T05:18:24.97+00:00

I'm wondering if I can export a list item to an Excel file from Sharepoint automatically at set cadence (weekly).

Below is the action I would like to automate. I looked into Power Automate docs but did not find any means for the action.

https://support.microsoft.com/en-us/office/export-to-excel-from-sharepoint-or-lists-bfb2ea48-6118-4fa9-abb6-cced9424e5d9

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  1. Ling Zhou_MSFT 14,530 Reputation points Microsoft Vendor
    2023-04-28T09:10:33.8566667+00:00

    Hi @Rokuro Asai ,

    Thanks for posting in the community. For your problem you can run flows on a schedule.

     1) Go to Power Automate->My flows->New flow->Scheduled cloud flow

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     2) In Recurrence step, you can set Interval , Frequency(In my test is 1 minute, you can set 1 week) and Start time.

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    3)Next step is to get items from list. Select the list you want to export items to.

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    4)Select the content you want to output, fill in the "value" in From, and then map the column names in list with the column names you want to. output to excel.
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    1. Create CSV table.

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    6)Create file, select the address you choose to save the excel (In my test is TestCase site/Library Sample/Document Sample/Export Excel/), fill in the file name (.csv file suffix), and choose "Output" for the file content.

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    Also, since I exported the excel file under the same file, the file name has to be kept different, so I added the time when the file was generated in the file name.

    1. Save flow, then flow will go to export items on time. I tested it on my side and it works well.

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    To learn more, please see Reference: 

    Run flows on a schedule in Power Automate - Power Automate | Microsoft Learn
    How to export SharePoint List items to excel using Power Automate and send email [Step-by-step tutorial] - SPGuides

    Note: Microsoft is providing this information as a convenience to you. The sites are not controlled by Microsoft. Microsoft cannot make any representations regarding the quality, safety, or suitability of any software or information found there. Please make sure that you completely understand the risk before retrieving any suggestions from the above link.


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  2. Berti, Natalia Collins 0 Reputation points
    2023-07-05T20:45:55.2966667+00:00

    Can you make one for transferring automated sharepoint analytics in Excel?