I am trying to understand the steps needed to export a SharePoint list as an Excel file, which ulitmately I want to email as an attachment.
I have managed to do this in OneDrive. This invlolves:
Great .... but it requires me to have the template already in my OneDrive. I would prefer to work on file that is in a shared documents folder but I can't see how I can Add Rows of data to an Excel File in a SharePoint folder.
I want to know why you don't use Export to Excel directly in SharePoint list. The exported Excel file can be sent directly as an attachment.
In addition, if you want to use Excel file in SharePoint, you could use Excel online (Business) - Add a row into a table (Preview).
Location: Select the SP site where the Excel file is stored, and then find the corresponding file.
Note: The account configured for connection needs to be 0365 account, which is the same account as OneDrive for business.
I am new to this so perhaps I don't quite understand but I want the Flow to run on a scheduled basis. I do not want a user to have to go into the SharePoint list and export it from there. Furthermore users do not have access to view the list from SharePoint as there is confidential information in there. So I want the flow to only pick the data that is relevant.