How To Export Sharepoint List To Excel Using Power Automate

Exporting a Sharepoint list to Excel can be easily accomplished using the Power Automate platform. With Power Automate, you can automate the process of exporting your Sharepoint list data to Excel, saving you time and effort in managing your data.

In this article, we will walk you through the step-by-step process of exporting a Sharepoint list to Excel using Power Automate. By following these instructions, you’ll be able to efficiently export your data and streamline your workflow.

First, you’ll need to create a scheduled cloud flow in Power Automate. This can be done by navigating to Power Automate, selecting “My flows,” and then creating a new flow with a scheduled cloud flow option. Set the recurrence interval, frequency, and start time for the flow to suit your needs.

Once the flow is created, you can use the “Get items” action to retrieve the items from your Sharepoint list that you want to export. Specify the content output and map the column names in the list to the column names you want in the Excel file.

Next, you’ll need to create a CSV table to format the data. This step ensures that the exported data is organized and easy to read in Excel. You can customize the formatting according to your preferences.

Finally, use the “Create file” action to save the Excel file to your desired location. Specify the file name and the file content as output. Once you’ve completed these steps, save the flow and it will run on the schedule you’ve set, automatically exporting your Sharepoint list to Excel.

By leveraging the power of Power Automate, exporting a Sharepoint list to Excel becomes a seamless and efficient process. With just a few simple steps, you can automate this task and ensure that your data is managed effectively.

Please note that the information provided in this article is sourced from the Microsoft Power Platform Community and the SPGuides website. Make sure to refer to official documentation and consult with experts for any specific requirements or updates.

Steps to Export SharePoint List to Excel Using Power Automate

To export your SharePoint list to Excel using Power Automate, follow these steps:

  1. Create a scheduled cloud flow in Power Automate by going to Power Automate -> My flows -> New flow -> Scheduled cloud flow.
  2. Set the recurrence interval, frequency, and start time for the flow.
  3. Use the “Get items” action to retrieve the items from the SharePoint list you want to export.
  4. Specify the content you want to output and map the column names in the list to the column names you want in the Excel file.
  5. Create a CSV table to format the data.
  6. Use the “Create file” action to save the Excel file to a desired location, specifying the file name and file content as output.
  7. Save the flow and it will run on the schedule you set, exporting the SharePoint list to Excel.

Following these steps will enable you to automate the process of exporting your SharePoint list to Excel, saving you time and effort in managing your data.

Note: This information is sourced from the Microsoft Power Platform Community and the SPGuides website.

Example Table:

SharePoint List Column Name Excel Column Name
Item Name Product Name
Item Category Category
Item Price Price

Use this table as a reference when mapping the column names in your SharePoint list to the desired column names in the Excel file.

Mapping Column Names and Formatting Data

When exporting your SharePoint list to Excel using Power Automate, it is essential to map the column names and format the data accordingly. This step allows you to customize the output and ensure that the Excel file is organized and easy to understand.

To map the column names, you will need to specify the content you want to output in the Excel file. This includes selecting the relevant columns from your SharePoint list and mapping them to the desired column names in the Excel file. By mapping the column names, you can ensure that the data is in a consistent format and aligns with your reporting needs.

Formatting the data is another crucial aspect of exporting your SharePoint list to Excel. You can utilize the CSV table feature in Power Automate to structure the data in a way that is visually appealing and easy to read. This includes formatting columns, applying formulas, and adjusting cell styles to enhance the overall presentation of the data.

Example: Mapping Column Names and Formatting Data

Let’s say you have a SharePoint list with columns such as “Product Name”, “Quantity”, and “Price”. To export this list to Excel, you can map these column names to “Product”, “Qty”, and “Unit Price” respectively. This mapping ensures that the Excel file displays the data in a clear and concise manner.

Product Qty Unit Price
Product A 100 $10.00
Product B 75 $15.00

In the above example, we have formatted the data using a table structure. This formatting allows for easy viewing and analysis of the exported SharePoint list in Excel.

By mapping column names and formatting data, you can simplify the process of exporting SharePoint lists to Excel and ensure that the resulting file meets your specific requirements. Take the time to review and adjust the mapping and formatting settings to optimize the output and make the data more meaningful and actionable.

Saving and Running the Flow

To complete the Sharepoint list to Excel export process, save your flow and set it to run on a schedule as per your requirements. Follow these steps:

1. Create a scheduled cloud flow in Power Automate by going to Power Automate -> My flows -> New flow -> Scheduled cloud flow.

2. Set the recurrence interval, frequency, and start time for the flow. This will determine how often the flow will run and when it will start exporting the SharePoint list to Excel.

3. Use the “Get items” action to retrieve the items from the SharePoint list you want to export. This action will fetch all the data from the specified list.

4. Specify the content you want to output and map the column names in the list to the column names you want in the Excel file. This step ensures that the exported Excel file has the desired column names and data.

5. Create a CSV table to format the data. This will structure the data in a tabular format, making it easier to read and analyze in the Excel file.

6. Use the “Create file” action to save the Excel file to a desired location, specifying the file name and file content as output. This action will generate the Excel file with the mapped column names and formatted data.

7. Save the flow and it will run on the schedule you set, exporting the SharePoint list to Excel at the specified intervals. You can modify or update the flow as needed to meet your changing requirements.

Note: This information is sourced from the Microsoft Power Platform Community and the SPGuides website.

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