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Can an excel export of a filtered view be emailed daily?

cox_tw July 16, 2024

I regularly need to export a filtered view to excel. Is there a way to schedule this as a nightly delivery? I know I can set up a subscription but I need an actual excel file (Export Excel CSV (filter fields)). 

I have a power automate rule set up that will take excel email attachments and upload them to my sharepoint, from which PowerBI regularly updates. This would save me from having to manually download and then drop it to sharepoint, overwriting the previous file. 

2 answers

1 vote
Aron Gombas _Midori_
Community Leader
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Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
July 17, 2024

@cox_tw Not with the built-in features, but you can implement exactly what you wanted with the Better Excel Automation app. A sample email with the Excel file attached looks like this:

send-xls-result (1).png

This is the specific guide for your use case: Send Excel spreadsheets in email from a JQL query on a specified schedule 

(Discl. it is an app developed by our team.)

cox_tw July 19, 2024

@Aron Gombas _Midori_ - Good to know, though I highly doubt our admins will allow the install. I requested it but have little hope. :) 

Seems like such a basic use case.....I'm surprised this isn't offered outright.

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Aron Gombas _Midori_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
July 22, 2024

@cox_tw What is the reason your admins are reluctant to install apps? (Security?)

cox_tw July 22, 2024

@Aron Gombas _Midori_ Pretty much. Safeguarding confidential data, etc. I can't even use APIs to connect Jira to other approved applications!

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0 votes
Nicolas Grossi
Banned
July 16, 2024

@cox_tw You might want to email a JQL filter by filter subscription?

 

Nicolas

cox_tw July 17, 2024

@Nicolas Grossi - Is this an option in the UI or it that something you have to write in the JQL? I didn't see any subscription options that applied to how the filter is delivered. It looks like it just sent it as an HTML email. 

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