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Ok complete newbie here but I'm looking to take a spreadsheet based checklist that our PMs use (copy for each project they run) and turn it into a Power App or List or Form so that I can setup a template/app for them once and they can create a copy for each of their projects. I'd like it to be easily updatable by the PM's on the fly and also something I can report on with Power BI. Any suggestions how to approach this?
Have you tried starting a new Power App by uploading the spreadsheet? Copilot will generate an app for you based off of the spreadsheet.
You should see a "Start with Data" option on the make.powerapps.com site.
Yeah and what came out wasn't particularly usable, been watching videos to learn how to clean it up.
That stinks. Can you share more on what you're seeing and what you need help cleaning up? I'm happy to help any way I can.
I created an MS List based on the Excel document, thinking that might make it easier (first picture below). I then went through the Integrate menu to create a Power App with it, but it seems to have just listed everything out. If you're looking at the list, I only need the project managers to be able to edit the Task Status, RITMs, and Owner fields. The rest ideally are static. I'm also trying to get this to a point where the lists/forms are all saved in a manner that I can easily create a Power BI report to roll them up or identify projects that haven't completed their checklists to where they are in the project.
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