Create PDF Balance Report using HTML, Excel & Power Automate from Coursera

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!

What's inside

Syllabus

Project Overview

In this guided project, you will automate the creation of a monthly balance report. You will also use Power Automate flow to send that report by email and update Excel file with the new Opening balance record.

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Provides a way to simplify and automate daily tasks for business professional who must create various documents and reports

Useful for beginners with little to no experience who may be interested in exploring a new career in finance

Taught by Daniel Gregurić, who is recognized in the field of automation and document creation

Requires a Microsoft account and a Microsoft 365 Developer Program subscription, which may not be readily available to learners

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Create PDF Balance Report using HTML, Excel & Power Automate with these activities:

Find a Mentor Who Can Help You with Power Automate

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Finding a mentor who can help you with Power Automate will provide you with guidance and support as you learn.

Browse courses on Power Automate

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Ask your friends, family, or colleagues if they know anyone who uses Power Automate.
Search for Power Automate user groups in your area.
Attend Power Automate events.

Review Basics of Creating Reports in Microsoft Excel

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Reviewing the basics of creating reports in Microsoft Excel will ensure you have a solid foundation for this course.

Browse courses on Excel Basics

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Create a new blank workbook in Microsoft Excel.
Enter some sample data into the cells.
Format the data as a table.
Create a simple report using the data in the table.
Save the workbook.

Follow a Tutorial on Using Power Automate to Create a PDF Balance Report

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Following a tutorial will provide you with step-by-step instructions on how to use Power Automate to create a PDF balance report.

Browse courses on Power Automate

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Find a tutorial on using Power Automate to create a PDF balance report.
Follow the steps in the tutorial.
Test the flow to make sure it works.

Two other activities

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Practice Creating a PDF Balance Report Using Power Automate

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Practicing creating a PDF balance report using Power Automate will help you to solidify your understanding of the process.

Browse courses on Power Automate

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Create a new flow in Power Automate.
Add a trigger to the flow.
Add an action to the flow to create a PDF report.
Test the flow to make sure it works.

Create a Power Automate Flow to Automate Monthly Balance Report Creation

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Creating a Power Automate flow to automate monthly balance report creation will allow you to apply your skills to a real-world problem.

Browse courses on Power Automate

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Deploy the flow.
Plan the flow.
Create the flow in Power Automate.
Test the flow.

Career center

Learners who complete Create PDF Balance Report using HTML, Excel & Power Automate will develop knowledge and skills that may be useful to these careers:

Auditor

Auditors examine and evaluate financial records. This course can help you develop the skills needed to succeed in this role by providing you with a strong foundation in financial reporting and analysis. You will learn how to use Excel, HTML, and Power Automate to create automated reports that can help you identify trends, make recommendations, and improve decision-making.

See salaries and explore the career path for Auditor

Bookkeeper

Bookkeepers maintain financial records. This course can help you develop the skills needed to succeed in this role by providing you with a strong foundation in financial reporting and analysis. You will learn how to use Excel, HTML, and Power Automate to create automated reports that can help you identify trends, make recommendations, and improve decision-making.

See salaries and explore the career path for Bookkeeper

Accountant

Accountants prepare and maintain financial records. This course can help you develop the skills needed to succeed in this role by providing you with a strong foundation in financial reporting and analysis. You will learn how to use Excel, HTML, and Power Automate to create automated reports that can help you identify trends, make recommendations, and improve decision-making.

See salaries and explore the career path for Accountant

Tax Preparer

Tax Preparers prepare tax returns for individuals and businesses. This course can help you develop the skills needed to succeed in this role by providing you with a strong foundation in financial reporting and analysis. You will learn how to use Excel, HTML, and Power Automate to create automated reports that can help you identify trends, make recommendations, and improve decision-making.

See salaries and explore the career path for Tax Preparer

Financial Analyst

Financial Analysts use their knowledge of financial markets and accounting principles to evaluate investment opportunities and make recommendations to clients. This course can help you develop the skills needed to succeed in this role by providing you with a strong foundation in financial reporting and analysis. You will learn how to use Excel, HTML, and Power Automate to create automated reports that can help you identify trends, make recommendations, and improve decision-making.

See salaries and explore the career path for Financial Analyst

Financial Planner

Financial Planners help individuals and businesses plan for their financial future. This course can help you develop the skills needed to succeed in this role by providing you with a strong foundation in financial reporting and analysis. You will learn how to use Excel, HTML, and Power Automate to create automated reports that can help you identify trends, make recommendations, and improve decision-making.

See salaries and explore the career path for Financial Planner

Management Consultant

Management Consultants help organizations improve their performance by providing advice on strategy, operations, and technology. This course can help you develop the skills needed to succeed in this role by providing you with a strong foundation in financial reporting and analysis. You will learn how to use Excel, HTML, and Power Automate to create automated reports that can help you identify trends, make recommendations, and improve decision-making.

See salaries and explore the career path for Management Consultant

Operations Research Analyst

Operations Research Analysts use mathematical and statistical techniques to solve business problems. This course can help you develop the skills needed to succeed in this role by providing you with a strong foundation in financial reporting and analysis. You will learn how to use Excel, HTML, and Power Automate to create automated reports that can help you identify trends, make recommendations, and improve decision-making.

See salaries and explore the career path for Operations Research Analyst

Business Analyst

Business Analysts use their knowledge of business processes and information technology to improve organizational efficiency. This course can help you develop the skills needed to succeed in this role by providing you with a strong foundation in financial reporting and analysis. You will learn how to use Excel, HTML, and Power Automate to create automated reports that can help you identify trends, make recommendations, and improve decision-making.

See salaries and explore the career path for Business Analyst

Risk Manager

Risk Managers identify, assess, and mitigate risks. This course can help you develop the skills needed to succeed in this role by providing you with a strong foundation in financial reporting and analysis. You will learn how to use Excel, HTML, and Power Automate to create automated reports that can help you identify trends, make recommendations, and improve decision-making.

See salaries and explore the career path for Risk Manager

Statistician

Statisticians collect, analyze, and interpret data. This course can help you develop the skills needed to succeed in this role by providing you with a strong foundation in financial reporting and analysis. You will learn how to use Excel, HTML, and Power Automate to create automated reports that can help you identify trends, make recommendations, and improve decision-making.

See salaries and explore the career path for Statistician

Project Manager

Project Managers plan, execute, and close projects. This course can help you develop the skills needed to succeed in this role by providing you with a strong foundation in financial reporting and analysis. You will learn how to use Excel, HTML, and Power Automate to create automated reports that can help you track progress, identify risks, and make decisions.

See salaries and explore the career path for Project Manager

Systems Analyst

Systems Analysts design, develop, and implement computer systems. This course can help you develop the skills needed to succeed in this role by providing you with a strong foundation in financial reporting and analysis. You will learn how to use Excel, HTML, and Power Automate to create automated reports that can help you identify trends, make recommendations, and improve decision-making.

See salaries and explore the career path for Systems Analyst

Software Engineer

Software Engineers design, develop, and test software applications. This course may be useful for those interested in developing software for the financial industry. You will learn how to use HTML and Power Automate to create automated reports that can help you identify trends, make recommendations, and improve decision-making.

See salaries and explore the career path for Software Engineer

Web Developer

Web Developers design and develop websites. This course may be useful for those interested in developing websites for the financial industry. You will learn how to use HTML and Power Automate to create automated reports that can help you identify trends, make recommendations, and improve decision-making.

See salaries and explore the career path for Web Developer

Create PDF Balance Report using HTML, Excel & Power Automate

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