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.
Create PDF Balance Report using HTML, Excel & Power Automate
Create PDF Balance Report using HTML, Excel & Power Automate
Instructor: Daniel Gregurić
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Learn, practice, and apply job-ready skills with expert guidance
4.1
(18 reviews)
Intermediate level
Recommended experience
2 hours
Learn at your own pace
Hands-on learning
What you'll learn
Use Power Automate to automate creation of a monthly balance report
Use Power Automate to send the monthly balance report by email
Skills you'll practice
Details to know
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Taught in English
No downloads or installation required
Only available on desktop
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About this Guided Project
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:
Project introduction
Create a Power Automate flow for reading payment data from Excel file
Use data operation actions in the Power Automate flow to prepare payments data for the report
Set up a Power Automate flow to incorporate payments data into an HTML document
Set up a Power Automate flow to create a PDF document and send it by email
Set up a Power Automate flow to create the Opening balance record in excel file for the next month
Recommended experience
At least 1 year of business experience
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How you'll learn
Skill-based, hands-on learning
Practice new skills by completing job-related tasks.
Expert guidance
Follow along with pre-recorded videos from experts using a unique side-by-side interface.
No downloads or installation required
Access the tools and resources you need in a pre-configured cloud workspace.
Available only on desktop
This Guided Project is designed for laptops or desktop computers with a reliable Internet connection, not mobile devices.
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