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Power Automate Export to CSV | How to Export a SharePoint list to CSV and Save in Library
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- čas přidán 21. 08. 2022
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Power Automate Export to CSV | How to Export a SharePoint list to CSV and Save in Document Library | Automation with Power Automate.
WHAT IS POWER AUTOMATE?
Power Automate (previously known as Microsoft Flow) is a cloud-based automation platform that allows users to create and automate workflows across a variety of applications and services. It enables users to automate repetitive tasks and processes, such as data transfer and synchronization, email notifications, and approval requests. Power Automate includes a range of connectors that allow users to connect to a wide range of applications and services, including Office 365, Dynamics 365, Azure, and other third-party applications. It is a powerful tool that can help users save time, reduce errors, and improve efficiency in their workflows.
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This was very helpful - very easy to understand! THank you!
Thank you, the trick I later found out if you want to keep the exact same file, maybe you are using it in other processes is create an empty file in the location and instead of the create file action in power automate, you use the update file action.
That was a great time saver
I have seen many video but your one is working perfectly. Really helpful, thanks a lot.
Only today as an admin I was asked for something like this - brilliantly explained great tutorial! Thanks
This is exactly what I have been search for!! Thank you!
Thanks Amanda, glad it helped! 🙂
This is what exactly I want. Million thanks to you.😘
Super COOL!!! Thanks
Thank you sir !
this is gold
thanks
This was a very good tutorial, thank you! What if I have a multiple value column, what should I do? Thanks!
This is very informative.
How about if you need to get/add some columns from other list? The sharepoint lists are relational to each other by the key 'ID'. how would you do it?
Great Video. what to do if the output is delimited by "," and not by coloums? got any ideas?
@Essential Excel My csv is only coming back with the headers on and no content. I've got everything but since I have different content types in 1 list so I chose to select from sub folder.
For 3rd step (create csv table), "automated" option doesn't export field names to csv, which is a big MISS by this function. It is cumbersome to manually map all fields 1-by-1if you have a lot of lists or fields ... do you know if there is a good way to automatically export csv with field names w/o manual mapping? thanks
Great video! I want to create a CSV file with the new or modified entries from the SharePoint list, not to get all the existing data all the time and put it in the CSV file. Something more like filtering by the new entries. Do you know how can i implement that?
R U kidding me? first it worked elegantly (1 line) and second, how did you work through that? anyways you earned a gold cookie for that tip.
Sorry to hear this wasn't straight forward for you. Happy to help if you can further explain where it is going wrong for you?
Congratulations for the video, I need a similar solution but I need to get all versions of a . Have you seen any solution that dealt with this?
It worked! Is it possible to download comments in Lists, too? If so, how?
Great video! Can you please tell also how we can replace the same file( Every day need to take latest details in the same file)
Hey, good info. Is it possible to get the attachments as well in csv
. If so how.
Hi Essential Excel,
I created Custom columns like you in cvs table. My export file show them in one column. How can i separate columns automatically in cvs file?
After archiving as CSV, how do we automate the deletion of the archived list in the SharePoint to save some space. Please help me😅 🙏
Hey friend, can you create a flow that send an entire folder full of pdf files, the flow must be able to select from many folders named by date for example folder 02-01, 02-02, 02.03......... etc
Nice, straightforward video...thanks. Can you enhance this one a little by explaining how to 'check-in' the file you've just created to a SharePoint folder too. I know not all SP area have Check In enabled but for those that do it would be really useful to understand that part of the automation. I've been trying for ages and can't seem to get anywhere.
Hi Paul 👋 after the action to save a file to SharePoint you should have a SharePoint action called “check in file”. Just fill in the fields as required using ItemId from your dynamic content for the created file. Hope that helps? 🙂
@@EssentialExcel Thanks....but I tried that a few times and no luck.....maybe it's just my setup then. Thanks anyway.....good channel by the way!
Hmm that is strange, like you say maybe need to review setup 🤔. Thanks, really appreciate!!
Great video, super helpful. In my list I am using the 'Person or Group' selector for allocating staff to a job. When I bring this data over to the CVS its brings a long string instead of just their name. I can only find fairly complicated solutions online to bring their names only. Do you know anyway to do this? The really annoying part is the export button in Sharepoint does it perfectly, I wish I could just trigger that button to be pressed periodically instead of all this power automating :)
When you're selecting the field to be extracted, you need to look for the "Value" selection. So, say you have a "Manager" column on your list. It's a field that is a "Choice" or "Lookup" type field. If you simply ask the flow to gather "Manager", it will give you the long string. But if you scroll down the list (or search for "Manager Value"), it will pull in only the actual value. Hope this helps.
Can you kindly let us know how to export SharePoint list to excel
Im tryingto book a session with you but the site is giving me an error when I try to enter payment info.
I put together a power automate flow to do the following:
1. When a new email arrives with subject line "XYZ",
2. Save the attachment (CSV) in onedrive (using create file action)
3. Get the CSV data and UPSERT the data to a sharepoint list.
The problem Im having is in the parse JSON step.
Im getting the following error and not sure why:
[
{
"message": "Invalid type. Expected Object but got Array.",
"lineNumber": 0,
"linePosition": 0,
"path": "",
"schemaId": "#",
"errorType": "type",
"childErrors": []
}
]
Anyone know how to get only the latest row created? I’ve gone as far as this, but I can’t really think of a way to grab the latest crested row and making it into a csv
Hello. In the action of “get items” for sharepoint list, in advanced options in field “order by” enter “ID desc” (to present your list in descending order) then in next field “top count” enter “1” to only retrieve the top row aka last item added to sharepoint list :)
Thanks, It worked, but for some reason it only shows 100 rows, any reason why?
Hello Xavier 👋 by default ‘Get Items’ is limited to 100 rows (apologies as I didn’t think to include in video). If you click the three dots in the top right corner of ‘Get Items’ action, settings, then you can increase the threshold. Hope that makes sense?
@@EssentialExcel Thank you for this tip! It was driving me crazy :D
But it is only for one time run, everytime it will need a new name
Hi, can you show how I can use the automated reports to create a daily report then combine those daily reports automatically to use in Power BI?
I’d like to get a sharepoint list daily then analyze the content in Power BI, basically refreshing the content.
Thanks
Hi Matt, yes can see what you mean and combining all files into a single file will be a future video.
For time being the below video may be of use to you which demonstrates how you can combine all files using Power Query. I was using Excel in the example but will reflect in Power BI. Only change would be referencing SharePoint rather than OneDrive to source files.
czcams.com/video/VXQa3ue60s4/video.html
Hope this helps!
Is there a way to export from a particular view instead of the full list to pick up pre filtered items?
Hi, excellent video!! I have a question, instead create a csv with all the list I would like to create a csv when a new item is created into a sharepoint list, but when I choose "create csv table" I dont know how to fill into From field, that requieres an array. Regards
Thank you Sapi! So you want to create a new csv file for each item added to your SharePoint list?
@@EssentialExcel Yes!! one csv file for each item added to sharepoint list!
I responded myself. 1- step "when item is created in sharepoint list", 2- initialize a variable array, 3 - Set variable [{"column1": "item1", "column2":"item2"}], 3 - create csv table with field "from" with the output of previous variable. Thanks!!!
6:10 - I do not have the GET ITEMS trigger and I have no idea why? PLEASE HELP
Hmm, it will be there under SharePoint actions. Although just for clarity it is not a trigger, you first need to define this as in the video. GET ITEMS is then the next action after your trigger.
can we add a new step to send an email? thanks
Hello 👋 yes you could add another step to send an email and either add the file as an attachment or linking to the file location 🙂
@@EssentialExcel i already try it and it failed. Can you make the video how to do it and would be running successfully? thanks a lot🙏🙏
Only getting 100 row from SharePoint
Hello 👋. 100 rows is the default setting when getting items. If you navigate to “advanced options” (three dots top right) of your get items step and you will be able to increase the limit 🙂
@@EssentialExcel I have the same issue, do you have more specific steps to do this? I am subscribed and liking these videos, very well done.
@@EssentialExcel Also, how can I get the same CSV file to be overwritten with the same file name daily.? I am creating this list into CSV so I can then get an updated copy to be sent to Smartsheet daily with Data Shuttle.
@@EssentialExcel That was exactly my problem too, but I though if I left it emty that would be "standard" which should be all, but apparently not. I set it to one million and now it works :)
@@the_hunker_down3960 how to tackled this filename problem