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Power Platform Community / Forums / Power Apps / Building an App to Cap...
Power Apps
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Building an App to Capture and Clean Order data

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Posted on by 7

Hi I am new to Power App but looking for suggestions on how best to build a Power App first as an input screen to collect orders from internal users into an excel sheet then run something like fuzzy look up to to clean/convert the data to set formats in a new table.

Appreciate any advice. 

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  • Verified answer
    VishalJhaveri Profile Picture
    1,167 Moderator on at

    This is a Prompt Answer. Maybe it can help.

    Building a Power App for collecting orders and integrating it with Excel sounds like a great use case! Here's a step-by-step guide to help you get started:

    1. **Plan Your App Structure**:
    - Define what data you need to collect from users (e.g., order details like item name, quantity, customer info).
    - Determine the necessary fields and their data types.
    - Sketch out the layout of your app, including screens and controls.

    2. **Create a New Power App**:
    - Go to the Power Apps portal (https://make.powerapps.com/) and sign in with your Microsoft account.
    - Click on "Create" and select "Canvas app from blank".

    3. **Design Your Input Screen**:
    - Use the drag-and-drop interface to design your input screen.
    - Add input controls (text inputs, dropdowns, etc.) for collecting order details.
    - Utilize form controls for better data validation and user experience.

    4. **Connect to Excel**:
    - Add a connection to your Excel sheet by clicking on "Data" in the left panel and selecting "Add data source".
    - Choose "Excel" and select the Excel file where you want to store the orders.

    5. **Submit Orders to Excel**:
    - Implement a submit button on your input screen.
    - Configure the button's OnSelect property to collect the input data and add it to your Excel sheet using the Patch function.

    6. **Implement Fuzzy Lookup**:
    - After orders are submitted to Excel, you can use Power Query in Excel to perform fuzzy lookup and data cleaning.
    - Create a new table in Excel where you want the cleaned data to be stored.
    - Use Power Query to load the order data from your input table and perform fuzzy lookup operations to clean and convert the data as needed.
    - Save the cleaned data to the new table.

    7. **Refresh Data in Power App**:
    - Once the data is cleaned in Excel, you can refresh the data source in your Power App to display the updated information.
    - Go to the "Data" tab in Power Apps, select your Excel data source, and click on "Refresh".

    8. **Testing and Iteration**:
    - Test your Power App thoroughly to ensure it captures and submits orders correctly.
    - Iterate on the design and functionality based on user feedback and any issues encountered during testing.

    Remember to consider security and permissions when sharing the app with internal users. You may need to adjust sharing settings to ensure only authorized users can access and modify the app and associated data.

  • donintokyo Profile Picture
    7 on at

    Thank you very much

  • VishalJhaveri Profile Picture
    1,167 Moderator on at

    If my  answer helped you please mark it as solution.

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