Automize Monthly Report Creation with Power Automate

Offered By
Coursera Project Network
In this Guided Project, you will:

Create a SharePoint site and list

Create a Power Automate flow that exports data from the SharePoint list to an Excel table.

Modify the flow to send the report by email.

Clock90 minutes
BeginnerBeginner
CloudNo download needed
VideoSplit-screen video
Comment DotsEnglish
LaptopDesktop only

Imagine you're working in a large company and part of your job is to send reports to other departments about employee absence from work in the past month. Basically, it is a repetitive and boring manual task that repeats every month and takes a lot of your time. However, you can easily automate it with SharePoint and Power Automate! In this beginner-level guided project "Automize Monthly Report Creation with Power Automate", we will create a SharePoint Site and a SharePoint list with data about employees' annual leave days, sick leave days or days off. All the data will be kept in one place. That data will help us to create the Monthly Employee Absence Report. The Power Automate flow will export data from the SharePoint list and save it in an Excel spreadsheet. Then we will send the table (the report) in an email as an Excel table. The requirement for this project is having a Microsoft Developer Program account, and you will be provided with instructions on how to get it right here. If you are ready to make your and your colleagues’ lives easier by starting to automate manual, time-consuming processes which are hard to track, then this project is for you! Let's get started!

Skills you will develop

Power Automate FlowMicrosoft ExcelSharePoint

Learn step-by-step

In a video that plays in a split-screen with your work area, your instructor will walk you through these steps:

  1. Create a SharePoint Site

  2. Create a SharePoint List

  3. Create a flow that exports data from the SharePoint list

  4. Modify the flow to send the report by email

  5. Test the flow and check the results of each action

How Guided Projects work

Your workspace is a cloud desktop right in your browser, no download required

In a split-screen video, your instructor guides you step-by-step

Frequently asked questions

Frequently Asked Questions

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