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jasz
Regular Visitor

Creating a CSV file on recurrence basis from sharepoint list

I am trying to create a CSV file from the items on the list every two weeks (the past 2 weeks' entries should be appended in the CSV file every 2nd week Friday) 

But I am finding it difficult to achieve this task, could someone, please help how to create a flow for the same? Right now the file that appears to be created after running flow contains the entry from the list, but a lot of other vague data which I don't want to have in the CSV file. 

15 REPLIES 15

Hi @jasz 

 

one question here, so you want to have particular set of columns from the sharepoint list to csv file ?

 

Thanks & Regards,

Nived N 🚀

LinkedIn: Nived N's LinkedIn
YouTube: Nived N's YouTube Channel

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jasz
Regular Visitor

I have 3 columns in the list and would like to have all of them in a CSV file.

Hi @jasz 

 

see below

 

Consider the below sharepoint list to be exported to csv file

Nived_Nambiar_2-1711383191133.png

 

For your scenario, you have to create a recurrance flow which runs every 2 weeks on friday.

Nived_Nambiar_0-1711383102614.png

 

Use get items to to get all items from SharePoint using filter query to get items created in list 2 weeks back till now.

Nived_Nambiar_1-1711383167929.png

 

filter query used- Created ge '@{addDays(utcNow(),-14)}' and Created le '@{utcNow()}'

 

Now use create csv table to create csv table out of output of get items like below

Nived_Nambiar_3-1711383266848.png

 

Now use create file to create file out of csv table output

Nived_Nambiar_4-1711383311960.png

 

Hope it helps !

Thanks & Regards,

Nived N 🚀

LinkedIn: Nived N's LinkedIn
YouTube: Nived N's YouTube Channel

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jasz
Regular Visitor

Hi Nived, 

 

Thank you for your help!

The table is getting created now but all the entries of the list is going in different column in excel file. 

jasz_1-1711448450162.png

 

jasz_2-1711448930860.png

 

 

I just want First 3 columns - Meeting Date, Highlights, Summary and rest entries should go down under respective columns of the excel (contnet of the columns). Also, the Date is appearing in the Summary column, it should go down under the meeting date. Could you please help me in resolving the issue?

 

Thank you!

Not sure around the exact issue, but may i know why you have used for each around Create CSV table as it is not needed.

Thanks & Regards,

Nived N 🚀

LinkedIn: Nived N's LinkedIn
YouTube: Nived N's YouTube Channel

🔍 Found my answer helpful? Please consider marking it as the solution!
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jasz
Regular Visitor

I did not understand, could you please explain what you are trying to say above? 

I tried to do it in the same manner as you explained above to have the CSV created. It's actually working, the CSV is getting created - I am just facing one problem - the data is not going in rows, it's going in columns. Any idea what can I change in the above Flow to resolve the issue.

jasz
Regular Visitor

I will post my Flow screenshot - I have created the same as you mentioned, not sure why "For each" appeared at this step. If I delete "For each" it  deletes the whole CSV table, so not sure how can I delete just that without impactiong "create CSV".

jasz_0-1711473372960.png

 

Hi @jasz 

i designed a simple flow like this and works fine 

Nived_Nambiar_0-1711473688520.png

 

Show me your Create File input parameters 

 

Thanks & Regards,

Nived N 🚀

LinkedIn: Nived N's LinkedIn
YouTube: Nived N's YouTube Channel

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Hi @jasz 

 

drag create csv table outside the for each. 

Also try to create same flow with old designer option and see whether that helps !

Thanks & Regards,

Nived N 🚀

LinkedIn: Nived N's LinkedIn
YouTube: Nived N's YouTube Channel

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jasz
Regular Visitor

Hi Nived,

 

Thank you for your suggestions. Its working better when I create new flow without For each but I am getting a bad request error, the file is getting created but in the file the data is visible only under date not under another columns. 

jasz_0-1711488370515.png

 

 

Its multiline data - do I need to do something special to create excel file containing multilines enteries?

Hi @jasz 

 

I don't think that is the problem, what is think is may be the internal column is incorrect in dynamic content of get items output which you have used in create csv table , may be that is those columns are coming as null values , just a thought .

 

Could you hover these highlighted dynamic content and check whether internal column names used is correct or not ?

Nived_Nambiar_0-1711556704119.png

 

Thanks & Regards,

Nived N 🚀

LinkedIn: Nived N's LinkedIn
YouTube: Nived N's YouTube Channel

🔍 Found my answer helpful? Please consider marking it as the solution!
Your appreciation keeps me motivated. Thank you! 🙌

Hi Nived,

I am not sure if its taking null. I have pasted the screenshot, if you can see there is some problem, please let me know I will correct it. 

 

jasz_0-1711626308283.png

 

 

 

 

jasz_1-1711626404849.png

 

 

jasz_2-1711626424667.png

 

And regarding the formula, filter query- Created ge '@{addDays(utcNow(),-14)}' and Created le '@{utcNow()}'

I dont know how its working, as I am getting all the enteries from the list to excel, but I dont want the latest 2 enteries to appear in the excel, all the older then last 2 weeks should come up in excel. can we modify this formula to behave in such way?

 

Thank you in advance!

 

Hi @jasz 

 

here json item()?['Summary'] and item()?['Highlights'] , Summary and Highlights represent the internal column name of that sharepoint column, could you check whether that are internal sharepoint column name ?

 

For your question on skipping latest 2 records, use Created desc in order by field in Get items to make the items sorted by Created Time of item , after that in create csv table, make the from field to skip 2 items from values output from get items like below

 

Nived_Nambiar_0-1711649542079.png

 

Expression - 

skip(outputs('Get_items')?['body/value'],2)
 
Hope it helps !
Thanks & Regards,

Nived N 🚀

LinkedIn: Nived N's LinkedIn
YouTube: Nived N's YouTube Channel

🔍 Found my answer helpful? Please consider marking it as the solution!
Your appreciation keeps me motivated. Thank you! 🙌

jasz
Regular Visitor

Hi Nived,

Thank you for your response.

 

The column name on the list on SharePoint seems to be the same as they are on the excel file, as above is the screenshot of sharepoint list. so these names are same as appeared in the json. But not sure why still the eexcel file, when opened online not showing exact enteries, although when I download the file, it shows all the enteries.

 

jasz_0-1711706918315.png

This is how it looks when I open it online-

jasz_1-1711707203874.png

 

Regarding the second thing - I have configured the Get item and create CSV the was you mentioned - 

 

jasz_2-1711707290076.png

jasz_3-1711707320609.png

 

 

This way its skipping just the last week, not the last 2 weeks. 

 

jasz_4-1711707396776.png

jasz_5-1711707449142.png

 

jasz
Regular Visitor

Hi Nived, 

 

I know I am taking alot of your time - but just the last query as the requirements have a bit expanded.

 

I am looking to delete the items from the list which are getting archived in the excel file. so I added an action after creating the CSV file. like below screenshot 

jasz_0-1711710062359.png

 

which Id can I add here - or may be some special formula/expression, by which the value which we are adding in the excel will be automatically deleted from sharepoint.

 

Thank you so much for your help in advance! 

 

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