A few days ago, I was working on a Power Automate flow where I had to extract data from an Excel file and convert it into a CSV table. The client needed a way to automate the process of transforming Excel data into a CSV format.
In this tutorial, I will explain how to create a CSV table from an Excel file using Power Automate.
Create CSV Table From Excel File Using Power Automate
Suppose you have an Excel file named “SalesData.xlsx” stored in a SharePoint document library.
This file contains a table named “Sales” with columns like “Order ID”, “Customer Name”, “Order Date”, and “Sales Amount”.
Now, I want to automate the process of converting this Excel table into a CSV file and send the CSV file as an attachment to an email.
Now follow the below steps to do this:
1. In the Power Automate, click the Instant Cloud flow, enter the Flow name, and choose the trigger flow (i.e., manually trigger a flow).
2. To get the Excel data, select List rows present in a table action, then provide Location, Document Library, File, and Table in the Excel sheet.
3. Now, we will create a CSV table, so add the ‘Create CSV table‘ action. In the ‘From’ field, select the value from the previous step using the dynamic content. For the columns, custom.
| Header | Value |
|---|---|
| Order ID | item()?[‘Order ID’] |
| Customer Name | item()?[‘Customer Name’] |
| Order Date | item()?[‘Order Date’] |
| Sales Amount | item()?[‘Sales Amount’] |
4. Now, add a Send an email action to send the CSV file. To do this, add the Send an email action with the following parameters:
- To: Enter the recipient’s email address.
- Subject: Provide a subject for the email.
- Body: Write the body content of the email, including any message or instructions.
- Attachments: For the Attachment Name, enter SalesData.csv. For the attachment content, select Output from the Create CSV table action.
Now, click Save and run the flow manually. Once it runs successfully, your recipient will receive your email. After that, open the CSV file.
I hope you follow all the steps above. In this tutorial, I explained how to create a CSV table from an Excel file using Power Automate.
Related Power Automate articles:
- Import CSV Data to SharePoint List in Power Automate
- Convert CSV to Array in Power Automate
- Create an XML file from CSV in Power Automate
- Copy File From Network Drive to SharePoint Using Power Automate
- Create a Zip File Using Power Automate
- How to Set Variable Based on Condition in Power Automate
After working for more than 18 years in Microsoft technologies like SharePoint, Microsoft 365, and Power Platform (Power Apps, Power Automate, and Power BI), I thought will share my SharePoint expertise knowledge with the world. Our audiences are from the United States, Canada, the United Kingdom, Australia, New Zealand, etc. For my expertise knowledge and SharePoint tutorials, Microsoft has been awarded a Microsoft SharePoint MVP (12 times). I have also worked in companies like HP, TCS, KPIT, etc.
