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moomarine
Frequent Visitor

Export planner to excel on schedule

Hi

 

i have tried many different solutions to this and none have worked for me.

 

I simply want to export planner details into an excel file stored on SharePoint daily. If the row exists I want it to over right and if it does not exist I want it to create row.

 

none of the solutions on here or YouTube work. The best I got was getting it to work but wouldn’t over right and just kept adding loads of rows. 

surely someone has achieved this.

1 ACCEPTED SOLUTION

Accepted Solutions
a_hansen
Helper I
Helper I

Okay - So I think I figured it out. Assuming you have a destination file all lined up I used the following flow.

2021-02-12 20_19_43-Run History _ Power Automate.png

 The Add a row only triggers if the Get Row fails (I included the task ID as my key value. From there, you could also do a parallel branch that would update the row if it did successfully match during the Get Row action.

 

Hope this helps!

 

(First time doing a reply so I'll clarify as/if needed!)

View solution in original post

5 REPLIES 5
a_hansen
Helper I
Helper I

Okay - So I think I figured it out. Assuming you have a destination file all lined up I used the following flow.

2021-02-12 20_19_43-Run History _ Power Automate.png

 The Add a row only triggers if the Get Row fails (I included the task ID as my key value. From there, you could also do a parallel branch that would update the row if it did successfully match during the Get Row action.

 

Hope this helps!

 

(First time doing a reply so I'll clarify as/if needed!)

View solution in original post

Hi thanks for looking into this for me, are you able to share the expanded flow, I'm quite new to Power Automate.

I may have done it but will report back after testing it, thanks again

moomarine
Frequent Visitor

Ok so it works which is great although I now have an error where the taskid is inserting into the excel file as a formula due to the first character being a "-" so in excel it shows as #NAME? which mean every time I run the flow it cant find that key value. Is there a way to change it to insert as value?

Thanks so much for this it worked great in the end. I had to add in a compose function so that i could add a prefix to the task id so that it didnt pickup "=" or "-" as the first character. I will post a picture of my flow in case it helps anyone else.

 

planner flow scrn1.PNGplanner flow scrn2.PNG

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