Create PDF Balance Report using HTML, Excel & Power Automate

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

Use Power Automate to automate creation of a monthly balance report

Use Power Automate to send the monthly balance report by email

Showcase this hands-on experience in an interview

Clock2 hours
IntermediateIntermediate
CloudNo download needed
VideoSplit-screen video
Comment DotsEnglish
LaptopDesktop only

Every company must create various documents and reports for its accountants every month and employees spend a lot of time creating them manually. For example, when it comes to a monthly balance report, employees must keep a record of all outflows and inflows of money (usually in Excel) and manually create documents and reports that are sent to the accountant for further processing. You can imagine how exhausting and time consuming it is. Thankfully, we can leverage Power Automate functionalities and automate document creation with all needed calculations. This Guided Project "Create PDF Balance Report using HTML, Excel & Power Automate" is for any business professional who is looking to automate any kind of document or report creation. In this 1-hour long guided project, you will learn how to use OneDrive, Excel, HTML and Power Automate to automate a monthly balance report creation. You will also create a Power Automate flow to send that report by email. What’s great about Power Automate is that anyone can learn to use it regardless of their educational background! Since this project uses Power Automate (part of the Microsoft Power Platform), you will need access to a Microsoft account and a Microsoft 365 Developer Program subscription. In the video at the beginning of the project you will be given instructions on how to sign up for both. 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!

Requirements

At least 1 year of business experience

Skills you will develop

Automatization of document and report creationAutomatization of a business processCreating Power Automate flows

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. Project introduction

  2. Create a Power Automate flow for reading payment data from Excel file

  3. Use data operation actions in the Power Automate flow to prepare payments data for the report

  4. Set up a Power Automate flow to incorporate payments data into an HTML document

  5. Set up a Power Automate flow to create a PDF document and send it by email

  6. Set up a Power Automate flow to create the Opening balance record in excel file for the next month

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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