Automize Monthly Report Creation with Power Automate from Coursera

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!

What's inside

Syllabus

Project Overview

In this project, you will learn to create a SharePoint site and list, add data to the list, export data from the list to an Excel table with the help of a Power Automate flow, modify the flow to send the table as the attachment in an email, and test the flow to see the results.

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Offers a solid foundation for understanding how to automate reporting with Microsoft technologies

Teaches in-demand skills that are valuable for office and administrative professionals

Involves practical, hands-on learning through the use of SharePoint and Power Automate

May be particularly useful for those with some prior knowledge of SharePoint and Power Automate

Requires a Microsoft Developer Program account, which may involve additional steps and costs

Reviews summary

Empowering with power automate

Learners say this course provides an easy-to-follow, illustrative way to learn how to use Power Automate to automate monthly reports. It is well-received by students. However, many students expressed that the buttons and actions in Power Automate are too small.

Easy to follow and illustrative

"Es un curso fácil de seguir y muy ilustrativo para aprender el manejo de flujos dentro de Power Automate"

"Good course"

"It's Very good."

Lack of real-life examples

"The training could have been better if the trainer would have used real life examples. "

Small buttons and actions

"Please allow us to maximize the screen or let us make zoom - it hearts my eyes because the buttons and actions in power automate is already small."

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 Automize Monthly Report Creation with Power Automate with these activities:

Consolidate Course Materials

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Organize and thoroughly review all available course materials, including notes, assignments, and exams, to build a solid foundation.

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Gather and group materials by type (notes, assignments, etc.)
Review and reorganize notes for clarity and completeness
Summarize key concepts and highlight important sections

Review: Automate the Boring Stuff with Python

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Explore a comprehensive resource on automation techniques in Python, providing insights and practical examples to enhance your understanding of automation concepts beyond Power Automate.

View Automate the Boring Stuff with Python, 3rd... on Amazon

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Read selected chapters relevant to automation
Experiment with the code examples provided in the book
Apply the concepts to small automation projects

Explore Microsoft Learn Modules

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Engage with interactive tutorials and learning paths from Microsoft to deepen your understanding of Power Automate's features and capabilities.

Browse courses on Power Automate

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Identify relevant modules and tutorials
Complete the modules at your own pace
Experiment with the concepts in practical scenarios

Five other activities

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Practice Power Automate

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Regularly engage in hands-on exercises and tutorials to solidify your understanding of Power Automate and improve your automation skills.

Browse courses on Power Automate

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Create automated workflows based on real-world scenarios
Experiment with different triggers, actions, and conditions
Troubleshoot common issues and optimize performance
Share your creations with the community for feedback

Attend a Power Automate Workshop

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Participate in a structured workshop led by experts to gain hands-on experience, explore advanced techniques, and connect with other professionals in the field.

Browse courses on Power Automate

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Research and find relevant workshops
Register and prepare for the workshop
Actively engage in the workshop sessions
Network with other attendees and speakers

Automate a Personal Task

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Apply your knowledge of Power Automate to create a personalized solution that automates a task or process in your daily life, enhancing efficiency.

Browse courses on Power Automate

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Identify a repetitive or time-consuming task
Design a workflow using Power Automate
Implement and test the automation
Monitor and refine the process for optimal performance

Participate in a Power Automate Challenge

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Join a competition or challenge to showcase your skills, solve real-world problems, and gain recognition for your expertise in Power Automate.

Browse courses on Power Automate

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Find and register for an appropriate challenge
Develop and submit a creative and effective solution
Receive feedback and learn from other participants

Mentor Junior Power Automate Users

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Share your knowledge and expertise by mentoring beginners or junior users, providing guidance and support to enhance their understanding and skills in Power Automate.

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Identify opportunities to mentor others
Provide personalized guidance and support
Share best practices and industry insights

Career center

Learners who complete Automize Monthly Report Creation with Power Automate will develop knowledge and skills that may be useful to these careers:

Data Analyst

The course Automatize Monthly Report Creation with Power Automate teaches the fundamentals of data extraction, analysis, and reporting using SharePoint and Power Automate. These skills are essential for Data Analysts who need to gather, clean, and interpret data to support decision-making. By completing this course, learners can build a foundation in data analysis and automation, making them more competitive in the job market.

See salaries and explore the career path for Data Analyst

Data Engineer

Automatize Monthly Report Creation with Power Automate introduces learners to the basics of data extraction, transformation, and loading (ETL), which are fundamental skills for Data Engineers. The course provides hands-on experience with SharePoint and Power Automate, enabling learners to build pipelines for automating data integration and reporting tasks. By completing this course, learners can gain a competitive advantage in the job market and accelerate their career growth in the field of data engineering.

See salaries and explore the career path for Data Engineer

Operations Research Analyst

Automatize Monthly Report Creation with Power Automate provides a practical introduction to process automation and data analysis, both of which are crucial skills for Operations Research Analysts. The course teaches learners how to use SharePoint and Power Automate to streamline reporting tasks and gain insights from data, improving decision-making and optimization outcomes.

See salaries and explore the career path for Operations Research Analyst

Project Manager

The course Automatize Monthly Report Creation with Power Automate teaches learners how to automate reporting processes and manage data effectively, both of which are essential skills for Project Managers. By gaining proficiency in SharePoint and Power Automate, learners can improve project planning, tracking, and reporting, leading to more efficient project execution and successful outcomes.

See salaries and explore the career path for Project Manager

Marketing Analyst

The course Automatize Monthly Report Creation with Power Automate provides a strong foundation in data analysis and reporting, which are essential skills for Marketing Analysts. By learning how to use SharePoint and Power Automate to gather, clean, and analyze data, learners can gain practical experience in these areas and become more effective in developing and executing marketing campaigns.

See salaries and explore the career path for Marketing Analyst

Business Intelligence Analyst

Automatize Monthly Report Creation with Power Automate introduces learners to the fundamentals of business intelligence and data analysis. The course covers topics such as data mining, data visualization, and predictive analytics. By completing this course, learners can gain a competitive advantage in the job market and accelerate their career growth in the field of business intelligence and data analysis.

See salaries and explore the career path for Business Intelligence Analyst

Software Engineer

Automatize Monthly Report Creation with Power Automate provides a practical introduction to software development using low-code/no-code tools such as SharePoint and Power Automate. These skills are becoming increasingly valuable in the tech industry, and learners who complete this course will be well-positioned for entry-level software engineering roles. The course teaches the fundamentals of programming logic, data management, and user interface design, providing a strong foundation for a successful career in software development.

See salaries and explore the career path for Software Engineer

Database Administrator

Automatize Monthly Report Creation with Power Automate teaches learners the basics of database management using SharePoint. The course covers topics such as data modeling, data manipulation, and data security. By completing this course, learners can gain a competitive advantage in the job market and accelerate their career growth in the field of database administration.

See salaries and explore the career path for Database Administrator

Systems Analyst

Automatize Monthly Report Creation with Power Automate introduces learners to the fundamentals of business process automation and data management. These skills are vital for Systems Analysts, who are responsible for designing, implementing, and maintaining IT systems. By completing this course, learners can gain practical experience in these areas, making them more qualified for entry-level or junior-level Systems Analyst positions.

See salaries and explore the career path for Systems Analyst

Business Analyst

Automate Monthly Report Creation with Power Automate introduces learners to the basics of automating reporting processes, which is a valuable skill for Business Analysts. By learning how to streamline the creation of monthly reports using SharePoint and Power Automate, learners can gain practical experience that can help them identify and implement automation solutions in their own work, improving efficiency and reducing manual labor.

See salaries and explore the career path for Business Analyst

Management Consultant

The skills taught in Automatize Monthly Report Creation with Power Automate, such as process automation and data analysis, are highly sought after by Management Consultants. By taking this course, learners can gain practical experience in these areas, making them more competitive in the job market and better equipped to drive organizational improvement through data-driven insights and automation.

See salaries and explore the career path for Management Consultant

Information Security Analyst

Automatize Monthly Report Creation with Power Automate introduces learners to the fundamentals of information security and data protection. The course covers topics such as data encryption, access control, and security auditing. By completing this course, learners can gain a competitive advantage in the job market and accelerate their career growth in the field of information security.

See salaries and explore the career path for Information Security Analyst

Financial Analyst

The course Automatize Monthly Report Creation with Power Automate teaches learners how to automate reporting processes and manage data effectively, skills that are highly valued by Financial Analysts. By gaining proficiency in SharePoint and Power Automate, learners can streamline financial reporting tasks, improve data accuracy, and enhance their ability to analyze financial data and make sound investment decisions.

See salaries and explore the career path for Financial Analyst

Quality Assurance Analyst

Automatize Monthly Report Creation with Power Automate teaches learners the basics of software testing and quality assurance. The course covers topics such as test planning, test execution, and defect tracking. By completing this course, learners can gain a competitive advantage in the job market and accelerate their career growth in the field of software testing and quality assurance.

See salaries and explore the career path for Quality Assurance Analyst

IT Specialist

The course Automatize Monthly Report Creation with Power Automate introduces learners to the fundamentals of IT support and administration. By gaining proficiency in SharePoint and Power Automate, learners can develop skills in user management, data backup and recovery, and troubleshooting common IT issues. This course can be beneficial for individuals looking to enter the IT field or advance their careers in IT support and administration.

See salaries and explore the career path for IT Specialist