- Description: Saving to SharePoint location Excel file List of data (i.e. constituent, gift, etc). This is a faster approach than “adding a row to excel" 1 record at a time. Note that the template is for you to see how to do fast saving, so it's not meant to be tailer to what may be your business process. I just list 100 constituent record and have some data info saved to excel to demo the fast saving. You can do a gift export save to excel in sharepoint and do other things with it. (such as load into power bi for reporting)
- Required connections: Blackbaud Raisers Edge NXT Constituents; Excel Online (Business); Office 365 Groups; SharePoint;
- Suggested skill level required to use this template: Intermediate/Advanced
- Configuration details:
- Download Column Number to Letter.xlsx and save it in SharePoint somewhere
- OPTIONAL: Download CommonFormat.zip extract the CommonFormat.osts file and save it to your OneDrive > Documents > Office Scripts folder
- There is an action at the last step of the process to do a nice common format (autofit columns, autofit rows, freeze header row, make the data range a table and give it a table name of “GiftTable” (which you can change in editing the script, not in scope for this post)
- Category: Data Management
- Instructions:
- Download FastSaveExcel_20231114201041.zip and import in Power Automate
- In Editing the flow:
- Update the Create Excel File action to create excel file in the sharepoint location of your choice
- Update the Compose Excel Header action to have the columns of your choosing
- Update the Compose ResultSet Data action to have the actual data of your choosing
- Update the Get Column Letter action to point to where you saved the Column Number to Letter.xlsx file in SharePoint.
- If you did not (or unable to) save the CommonFormat Office Script, then delete the Run Script Common Format action
- Important Note: you need to ensure the Compose Excel Header action and Compose ResultSet Data action have the same number of columns.
