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.
@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:
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.)
@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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@cox.tw What is the reason your admins are reluctant to install apps? (Security?)
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@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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@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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