PowerPlatform : PowerAutomate – Create a CSV file for items in a SharePoint list on recurring basis

Power Automate - Creating Power Automate from SharePoint connector using trigger - Create a CSV file for items in a SharePoint list on recurring basis
Power Automate - Creating Power Automate from SharePoint connector using trigger - Create a CSV file for items in a SharePoint list on recurring basis

Hi All,

Greetings for the day 🙂 LIFE IS BEAUTIFUL 🙂

Today will discuss small Power Automate

Background : In my organization, one of the team using third party application for creating a .CSV file from SharePoint list items and uploading respective CSV file on network drive .

Suddenly this third party application stopped, license expired, and its taking time for renewal. So meanwhile to workaround we come to across the Power Automate. Even though small Power Automate sharing here.

Power Automate : Create a CSV file for items in a SharePoint list on recurring basis

Details :

Step 1 : Navigate to Power Automate, in my case – https://india.flow.microsoft.com/en-us/

Fig : Power Automate
Fig : Power Automate

Step 2 : Creating Power Automate

  • We will create Power Automate from SharePoint connector as shown in below Fig
  • Click on “+ Create” menu from left pane
  • Move down to the page to the section “Start from a connector
  • Select the “SharePoint” connector
Fig : Power Automate - Creating Power Automate from SharePoint connector
Fig : Power Automate – Creating Power Automate from SharePoint connector
  • Once we clicked on “SharePoint” connector we have list of SharePoint triggers
  • Select the trigger – “Create a CSV file for items in a SharePoint list on recurring basis” as shown in below fig
 Fig : Power Automate - Creating Power Automate from SharePoint connector using trigger - Create a CSV file for items in a SharePoint list on recurring basis
Fig : Power Automate – Creating Power Automate from SharePoint connector using trigger – Create a CSV file for items in a SharePoint list on recurring basis
  • Once selected the trigger we will be redirected to respective trigger page
  • Our SharePoint connection will be verified otherwise we will create new connection to SharePoint
  • Next, click on “Continue” button
Fig : Power Automate -  trigger page
Fig : Power Automate – trigger page
  • Once we continued, Power Automate with necessary actions will be generated for us as
Fig : Power Automate -  with all require necessary actions
Fig : Power Automate – with all require necessary actions
  • Lets set the recurrence – expand it as in below fig. In my case I am setting it for 1 day
  • Next, we need to provide the list details of which items we need to export to CSV file
  • In action “Get items“, select the sitehttps://knowledgejunction1.sharepoint.com and then select the list – Migration Projects”
Fig : Power Automate - Setting Recurrence and Providing list details of which items we need to export to CSV file
Fig : Power Automate – Setting Recurrence and Providing list details of which items we need to export to CSV file
  • Once we have recurrence set and list is selected, we have an action “Create CSV Table” which will generate the CSV table
    • Input to this action is SharePoint list items from the list selected in previous action – “Get items” so value = body(‘Get_Items’)?[‘value’]
  • When we executed, I’ll show the table generated
  • Next we need to select the location in SharePoint where we need to upload the generated file
  • Create file” action generates the respective CSV file. This action also allows to choose the location in SharePoint
  • As in below fig, here I am choosing the “Shared Documents” folder to upload the CSV file
Power Automate - CSV table is generated and then selecting the location where we need to upload the CSV file with SharePoint list items
Fig : Power Automate – CSV table is generated and then selecting the location where we need to upload the CSV file with SharePoint list items
  • We are done at Power Automate part. Next step is to test and run the flow
Fig : Power Automate - Test and Run the Power Automate
Fig : Power Automate – Test and Run the Power Automate
Fig : Power Automate - Power Automate ran successfully
Fig : Power Automate – Power Automate ran successfully
  • Lets verify the output of respective actions
  • How the CSV table generated by action – “Create CSV table” as
    • This action has the input – SharePoint list items as shown in “From” property as in below fig
    • Output – Respective CSV format is generated as in “Output” property as in below fig
Fig : Power Automate - Output of action - "Create CSV table"
Fig : Power Automate – Output of action – “Create CSV table”
  • Below is my sample list
Fig : SharePoint list of which items we need to export to CSV file
Fig : SharePoint list of which items we need to export to CSV file
  • Once flow executed respective CSV file will be stored on selected location – here in our document library
Fig : Power Automate ran successfully. Respective CSV file generated in document library (selected SharePoint location)
Fig : Power Automate ran successfully. Respective CSV file generated in document library (selected SharePoint location)
  • We could see the CSV file content with all list fields and items as
Fig : CSV file with all list fields and item values
Fig : CSV file with all list fields and item values

Thats it for today 🙂

Thanks for reading 🙂

STAY SAFE 🙂 STAY HEALTHY 🙂

Prasham Sabadra

LIFE IS VERY BEAUTIFUL :) ENJOY THE WHOLE JOURNEY :) Founder of Knowledge Junction and live-beautiful-life.com, Author, Learner, Passionate Techie, avid reader. Certified Professional Workshop Facilitator / Public Speaker. Scrum Foundation Professional certificated. Motivational, Behavioral , Technical speaker. Speaks in various events including SharePoint Saturdays, Boot camps, Collages / Schools, local chapter. Can reach me for Microsoft 365, Azure, DevOps, SharePoint, Teams, Power Platform, JavaScript.

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