opportunityany table via List rowsGenerate an Excel report from Dataverse with Power Automate
Exporting Dataverse rows to Excel from a flow usually means the Excel Online connector adding rows one at a time to a table in a workbook that already exists in OneDrive, then someone tidying the result. It is slow, it needs the workbook to be open to nobody, and it cannot produce a fresh formatted report each run.
VerseDocs takes a template workbook with a defined name called rows over one template row, and a Data payload with a rows array. It inserts one row per item, keeps every style, shifts the formulas with the rows so the weighted-value column and the totals compute, and returns the finished workbook as base64 for you to file or email.
Unlimited watermarked use, no time limit. $2,400 a year per tenant removes the watermark.
From record to Excel report in 3 steps
Download the pipeline report template
A single sheet with a title block, a header row, the template row under a rows named range, a weighted formula per row and totals underneath.
Build the payload
List rows on opportunity, a Select step that reshapes each row to the six keys the template uses, and a Compose that wraps it: { report: {…}, rows: body('Select') }.
Call the action
Dataverse: Perform an unbound action, search vdocs, choose Populate an Excel Template with Data. FileName, FileContent (the template as base64), Data (the Compose), Options {}. Save base64ToBinary(OutFileContent) to SharePoint or attach it to an email.
Start from the pipeline report starter
Whole-cell tokens like {{estimatedvalue}} become real numbers in the output, so formulas that reference them work. A token mixed with text, or one with a format such as {{closedate:d MMM yyyy}}, produces a text cell.
- Title, owner and as-of date from the payload
- A rows named range over the single template row, the marker VerseDocs repeats
- Estimated revenue and probability written as real numbers, so Weighted = revenue × probability computes in Excel
- Total, weighted total and opportunity count below the table
- A worked Power Automate recipe in the README: List rows, Select, Compose, Perform an unbound action
Tokens in the template
{{report.title}}
Owner: {{report.owner}} · As of {{report.asof:d MMMM yyyy}}
Opportunity | Account | Stage | Est. close | Est. revenue | Probability | Weighted
{{name}} | {{account}} | {{stage}} | {{closedate:d MMM yyyy}} | {{estimatedvalue}} | {{probability}} | =E5*F5/100
Total | =SUM(E5:E1000) | | =SUM(G5:G1000)Paste any of this into the template playground with the sample data to see it render in your browser.
- Do formulas outside the repeated row survive?
- Yes. Formulas are never token-scanned and are left exactly as authored. Rows below the template row move down as rows are inserted, so write totals with a range that reaches well past the template row.
- Can the report have more than one repeated block?
- One rows named range per workbook. For a second list, produce a second workbook or lay the second list out as plain tokens with a fixed number of rows.
- How large can the export be?
- The limit is the Dataverse plug-in time budget rather than a row count. Thousands of rows render in seconds; for tens of thousands, split by month or owner and merge in Excel.
Rendered in your tenant. Priced per tenant.
VerseDocs is a managed solution of Dataverse plug-ins. Templates, field values and generated files stay in your environment. Try every feature free with a watermark; one licence key removes it for every environment, user and document in the tenant.