Create PDF Balance Report using HTML, Excel & Power Automate

ofrecido por
Coursera Project Network
En este proyecto guiado, tú:

Use Power Automate to automate creation of a monthly balance report

Use Power Automate to send the monthly balance report by email

Clock2 hours
IntermediateIntermedio
CloudNo se necesita descarga
VideoVideo de pantalla dividida
Comment DotsInglés (English)
LaptopSolo escritorio

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!

Habilidades que desarrollarás

  • Automatization of document and report creation
  • Automatization of a business process
  • Creating Power Automate flows

Aprende paso a paso

En un video que se reproduce en una pantalla dividida con tu área de trabajo, tu instructor te guiará en cada paso:

  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

Cómo funcionan los proyectos guiados

Tu espacio de trabajo es un escritorio virtual directamente en tu navegador, no requiere descarga.

En un video de pantalla dividida, tu instructor te guía paso a paso

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