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Automize Monthly Report Creation with Power Automate

Dora Hrvoj

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!

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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!

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What's inside

Syllabus

Traffic lights

Read about what's good
what should give you pause
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

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Reviews summary

Automating monthly reports with power automate

According to learners, this course offers a highly practical and beginner-friendly introduction to automating repetitive tasks using Power Automate and SharePoint. Students will learn to streamline monthly report creation, transforming manual processes into efficient, automated workflows. The project provides clear, guided steps for setting up a SharePoint site, managing data, exporting to Excel, and sending reports via email. While focused on a specific use case, it provides a strong foundation in valuable Microsoft automation tools for professionals. Learners should note the prerequisite of a Microsoft Developer Program account, with instructions provided.
Requires a Microsoft Developer Program account setup.
"Be aware that you need to set up a Microsoft Developer Program account first, but instructions are provided."
"The requirement for the developer account was clearly stated and handled well within the course materials."
"It's a minor hurdle, but necessary for the hands-on practice, and the course guides you through it seamlessly."
Highly focused on a single, yet impactful, automation scenario.
"This course focuses on automating one specific report, which means it’s very direct and to the point."
"While the topic is narrow, the depth allows for a thorough understanding of the process."
"I would have liked to see more varied examples, but I understand the scope of a guided project like this."
Designed for those new to Power Automate and automation.
"As someone new to Power Automate, I appreciated the clear and easy-to-follow steps."
"The guided project format made learning approachable, even for complex automation concepts."
"It's an excellent starting point for anyone looking to dip their toes into office automation."
Applies Power Automate to real-world office tasks.
"I found this course immediately applicable to my daily work; it solves a real problem with monthly reports."
"The ability to automate repetitive tasks is a huge time-saver, and this project shows exactly how to do it effectively."
"It's great to see how Power Automate and SharePoint can be used together for such practical business needs."

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
Organize and thoroughly review all available course materials, including notes, assignments, and exams, to build a solid foundation.
Show steps
  • 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
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
Show steps
  • 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
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
Show steps
  • Identify relevant modules and tutorials
  • Complete the modules at your own pace
  • Experiment with the concepts in practical scenarios
Five other activities
Expand to see all activities and additional details
Show all eight activities
Practice Power Automate
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
Show steps
  • 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
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
Show steps
  • 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
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
Show steps
  • 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
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
Show steps
  • 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
Share your knowledge and expertise by mentoring beginners or junior users, providing guidance and support to enhance their understanding and skills in Power Automate.
Browse courses on Power Automate
Show steps
  • 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
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
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
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
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
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
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
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
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

Reading list

We've selected seven books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Automize Monthly Report Creation with Power Automate.
Cover image
The Last Full Measure
Save
Provides a step-by-step guide to using Power Automate, including how to create flows, use triggers and actions, and troubleshoot common problems. It valuable resource for anyone who wants to learn more about Power Automate or use it more effectively.
The Last Full Measure
Paperback
Check
The Last Full Measure
Kindle Edition
Check
Cover image
70-687 Configuring Windows 8.1
Save
This website provides a collection of templates for Power Automate. It valuable resource for anyone who wants to learn more about Power Automate or use it more effectively.
70-687 Configuring Windows 8.1
Paperback
Check
70-687 Configuring Windows 8.1
Kindle Edition
Check
Cover image
Machines Against Measures
Save
This online community provides a place for Power Automate users to connect and share knowledge. It valuable resource for anyone who wants to learn more about Power Automate or use it more effectively.
Machines Against Measures (Autonomy and Automation)
Paperback
$$
Machines Against Measures (Autonomy and Automation)
Kindle Edition
$$
Cover image
Analytics for Business Success
Save
This YouTube channel provides video tutorials and demos on Power Automate. It valuable resource for anyone who wants to learn more about Power Automate or use it more effectively.
Analytics for Business Success: A Guide to...
Paperback
$$$
Cover image
Public Digitalisation in a legal perspective
Save
Offers a practical approach to using Power Automate for automating tasks and processes. It provides real-world examples and step-by-step instructions, making it a valuable resource for individuals looking to leverage Power Automate for their projects.
Public Digitalisation in a legal perspective
Paperback
Check
Public Digitalisation in a legal perspective
Kindle Edition
Check
Cover image
Chemical Analysis of Firearms, Ammunition, and...
Save
Offers a beginner-friendly guide to Power Automate, covering its fundamental concepts, features, and practical applications. It provides clear instructions and step-by-step guidance, making it an accessible resource for individuals new to Power Automate.
Chemical Analysis of Firearms, Ammunition, and...
Hardcover
$$$$
Chemical Analysis of Firearms, Ammunition, and...
Hardcover
$$$$
Chemical Analysis of Firearms, Ammunition, and...
Kindle Edition
$$$
Cover image
Learn PowerShell Scripting in a Month of Lunches,...
Save
Provides a guide to using Power Automate for beginners. It covers a wide range of topics, including creating simple flows, using triggers and actions, and troubleshooting common problems. It valuable resource for anyone who wants to learn more about how to use Power Automate.
Learn PowerShell Scripting in a Month of Lunches,...
Paperback
$$
Learn PowerShell Scripting in a Month of Lunches,...
Kindle Edition
$$

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Coursera Project Network
Instructor
Dora Hrvoj
Language
English
Traffic lights
Read about what's good
what should give you pause
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
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