Create automated flows to dynamically update an Excel file stored in OneDrive with data from the SharePoint list.
This page contains step-by-step instructions for exporting the SharePoint list to Excel and setting up a Power Automate flow (MS Flow).
1. Open the SharePoint list which data you want to export.
Important
The list view must include the ID column. The item ID is unique and requires to identify the row that should be updated.
2. On the command bar, click Export → Export to CSV file:
3. Launch Excel Desktop and create a blank workbook. On the Data tab, click From Text/CSV:
4. Select the exported .csv file and click Import. In a dialog box, you will see the preview of the table. Click Load:
5. Excel creates a table and imports data from the .csv file. The table name matches the SharePoint list name.
6. Save the Excel file and upload it to your OneDrive account.
Below are instructions for creating automated flows to add, update, and delete Excel table rows when data in the SharePoint list changes.
To create an automated flow, sign in to Power Automate. On the navigation bar, select My flows. Then select + New flow → Automated cloud flow:
Create a flow that triggers when a SharePoint item is created and adds a new row to the Excel table.
These are the flow steps:
Specify the SharePoint site address. Then select the SharePoint list name from a dropdown.
Enter the Excel file location details and select the table. After selecting the table, you will see a list of all available table columns.
For table columns that need to be updated, select the corresponding SharePoint columns.
Create a flow that triggers when a SharePoint item is modified and updates a row in the Excel table.
These are the flow steps:
Specify the SharePoint site address. Then select the SharePoint list name from a dropdown.
Enter the Excel file location details and select the table. After selecting the table, you will see additional required parameters and a list of all available table columns.
For the Key Column parameter, select the ID column from a dropdown. Add a SharePoint item ID from a Dynamic Content tab to the Key Value parameter.
For table columns that need to be updated, select the corresponding SharePoint columns.
Create a flow that triggers when a SharePoint item is deleted and removes a row from the Excel table.
These are the flow steps:
Specify the SharePoint site address. Then select the SharePoint list name from a dropdown.
Enter the Excel file location details and select the table. After selecting the table, you will see additional required parameters.
For the Key Column parameter, select the ID column from a dropdown. Add a SharePoint item ID from a Dynamic Content tab to the Key Value parameter.