Dataverse/CSV Export in 3 Steps

Excel, Excel, Excel! Everybody wants a Excel export of their data. In this post I will show you how to export Dataverse-Data to csv inclusive lookups to others tables and option sets in a little amount of 3 Power Automate actions. No Excel connector needed!!!

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1. All data export

2. Finetune your csv table

3. Summary

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1. All data export

All right let´s get started! In this example we have a simple Dataverse table, one autonumber, 2 lookups and a option set. This is how it looks like:

Power Automate CSV export Flow

1. Get your table (apply your filter if you want)

2. Create a CSV table (action)

3. Send an email (or create a file in SharePoint/OneDrive)

   1. Attachments Name : xxx.csv

   2. Attachment Content: Output of the CSV table action

You can see the export flow is really simple.

Outcome:

Nothing you're imagined right? In this export we got all the data and metadata of the table. You can finetune the file in a few steps. Why do I show you this in the first place?

Let´s explore the csv a little bit. If we go through that file we will find all the data we need it is just not organized how we want it , to do so we need the column header of each column.

For example:

_cr0d1_item_value@OData.Community.Display.V1.FormattedValue

2. Finetune your csv table

In the Create CSV table action we need to open the advanced options and select in the Columns dropdown "Custom". Now we can give our table a key (column name) and a value.

For the key take what ever you need for the value we need the following:

item()?['YOUR-CSV-Header-NAME']

In my case:

item()?['cr0d1_name']
item()?['_cr0d1_item_value@OData.Community.Display.V1.FormattedValue']
item()?['cr0d1_location@OData.Community.Display.V1.FormattedValue']
item()?['_ownerid_value@OData.Community.Display.V1.FormattedValue']

Let have a look at the outcome!

That looks more like something we needed.

3. Summary

Dataverse to CSV in 3 actions? Check! Sometimes it can be that simple! It is really easy is to create and finetune the csv export. If you ever get this kind of request you´re now ready! If you want to know how to start something like that out of a power app? Check Matthew Devaney's blogpost about that! https://www.matthewdevaney.com/power-apps-export-to-excel-as-a-csv-file/