Power Platform Community Forum Thread Details

Howdy experts,

I'm working on a little project for my business, but since i'm new to this im constantly stuck.

The idea is to build a sales tracker for my little shop so we can simplify our sales tracking process. What im looking to achieve is for the staff to fill out a MS form with their sales and that sales data be updated into an excel table from the form submission. For example if an employee sells 5 phones the cell with phones against the employee name gets updated, and then if they end up selling another 5 it adds up to 10 against their name.

Is this the right kind of approach even? the reason to have the excel tracker is so that we as management can have a clearer picture of what the staff is up to.

I have attached sample screenshots of the form layout where questions are setup as NPS to easily capture quantity sold as numbers, or at least i think that would be a decent enough approach in my mind.

Also would be great if there is a magical way for my sales data template to be duplicated as a blank table each month into a new sheet, March 2025, April 2025, etc. So the forms data submitted in April only populates the table for April and not other months, so far power automate does not seem to have any such facility on the surface.

Would really appreciate suggestions or adjustments to the plan if at all possible

Categories:

Building flows

Updating a single table with the sales data for an employee would be how I approached this. For the summing of data you have a couple of options. First just use a chart which can sum the data and display it for you directly. Second you could use a second table which is a Totals table which takes the sums from the first table and applies it to the employee. My video on Youtube shows how to do this: https://youtu.be/ZJdCZYd_uco Check out the 10:00 minute point for the pertinent point.

For the auto creation of new tables each month you would use the "Create worksheet" action and "Create table" action. Though from a data analysis perspective this will make it harder to analyze data month over month. It is relatively easy to build a chart which you can slice for given month and keep all of your data together in one spot.

If this helps please mark like and verified. If you still need help feel free to reach out to me nextsteplowcodelabs@gmail.com