Docs • Automation templates • Data import & export automations

Export board data to Excel

Every time period, export board data to an Excel spreadsheet stored in SharePoint.

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Triggers

When status changes to something
When column changes
Every time period
When button clicked

Output structure

The spreadsheet contains 2 worksheets:

Board Items — includes Item ID and Group Name columns
Subitems — includes Parent ID, Parent Name, Item ID, and Group Name columns

Basic templating for filename field

The filename field in the recipe sentence will take templated values as follows:

Adding {Board.Name} ({Board.ID}) as the filename for a board named My Board with ID of 12345 will result in a file saved as My Board (12345).xlsx.

File creation / updating

If the target spreadsheet is already present, a new spreadsheet will replace the existing file in SharePoint. Previous versions of the file will be available to view in the file history in Microsoft 365.

If the target spreadsheet is open in Excel, then the automation will gracefully fail with a notification message explaining the error. Notifications can be accessed from the top menu.

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