One of our users was manually entering data into a spreadsheet every single day rain or shine, weekday or weekened, vacation or not. She needed an automation solution, and I built one for her. But, we ran into a small but time-consuming problem to solve. The automation added data to an Excel spreadsheet, but the updated data didn’t appear in PowerBI. Half the battle was figuring out whether Excel, PowerBI, Power Automate, or Alteryx was causing the problem. Wanna guess which one it was? Read on to find out.Read More »Automation with Excel, PowerBI, Power Automate & Alteryx! What Could Go Wrong?
My Learning Power Automate series is coming to a close, and the last thing we are investigating is the power of Power Automate on mobile. I was searching the Templates section of Power Automate for inspiration, and I found a template with a manual trigger to send a notice to your coworkers that you were out sick. So, you might wake up one morning and feel like death. All you have to do is grab your phone, make a few clicks, and you can go back to sleep. That’s pretty cool right? Well, I made it even better with a few tweaks. Read on to learn more about Power Automate on mobile.Read More »What Can Power Automate Do On Mobile?
My last post explained code (JSON, HTML, CSS) in Power Automate. Now that you understand HTML and CSS, we are ready to talk about processing email in Power Automate. This post covers 3 things you need to plan for when parsing email. Read on to learn more.Read More »3 Things to Know About Processing Email in Power Automate
Power Automate integrates really well with other Microsoft applications like Teams, SharePoint, and Planner. Most actions involving these applications use drop-down lists where you can choose from a list of SharePoint sites or Teams. But, the drop-down list is NOT a list of all the Teams/SharePoint sites/Plans that you have access to. So what do you do when what you need isn’t in the drop-down list? In a prior post, I explained how to find the necessary ID for SharePoint. This post shows how to find Planner IDs to reference a specific Plan in Power Automate.Read More »How to Find Planner IDs for Power Automate
I’m working on bringing self-service automation to my company with Power Automate. Next week, we learn about processing email. To this point, I’ve avoided talking about code. I’ve stuck to dynamic content and things you can build with the user interface. But, to process email, we need to talk about code. So, if you’ve ever been confused by what you see when you click on the Click to download or Show raw inputs links, this post is for you. It will provide that foundational knowledge to work with code in Power Automate.Read More »How to Understand Code in Power Automate
I’m currently helping to deploy Power Automate as a self-service automation tool. As part of that effort, I’ve been hosting weekly half an hour webinars where we build sample flows. So far we’ve worked with triggers and actions from Teams, Office 365 Outlook, Forms, SharePoint, Approvals, Excel Online, and User 365. And when you understand a little bit of the underlying architecture, these applications work together so well in Power Automate. But, there is almost always a little bit of extra context or explanation required. Earlier this week, I posted a write-up of the things you need to know for building flows with Forms. And now, I’m going to dive into what you need to know to update Excel with Power Automate.Read More »How to Update Excel with Power Automate
This week I’m showing users how to build a Power Automate flow using Microsoft Forms. The flow triggers when a form submission is received. However, there’s more than one way to create a form, and there’s quite a lot you need to know about forms before building in Power Automate, so I’m dedicating a post just to help users with Microsoft Forms. Read on to learn more.Read More »Working with Microsoft Forms in Power Automate
I’ve been doing a lot of Power Automate training lately, and I always ask one of the new users to drive so that I don’t go thru the demo too quickly. This is a great idea if everything goes smoothly. Spoiler….everything did not go smoothly. The Microsoft Team/SharePoint site that we needed to work with did not exist in the user’s drop-down list in the action. Not only did it not exist for my demo user. It didn’t exist for a lot of people, so this was a big problem. There is an easy fix though! Read on to learn how to fix this issue.Read More »SharePoint Site Missing in Power Automate
This week’s post explains how to create an approval flow in Power Automate using SharePoint triggers that will notify an approver that something is waiting on their approval, allow the approver to approve or reject, post a message in Teams, and move the document when the process is complete. Read on for step-by-step details.Read More »Create An Approval Flow in Power Automate
When I first started working in Power Automate, I didn’t know how to see what dynamic content an action produced and what the values would look like. That’s why this post explains simple steps to understand the dynamic content in Power Automate.Read More »How to Decipher Dynamic Content in Power Automate