How to automate routine reports from data collection to visualization using Power Automate Cloud Flows, Power Automate Desktop Flows, SharePoint, and Power BI.
Works across any site, supported or unsupported in Power BI, and does not require any APIs.
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VERSION 2
(Updated for improved read-ability, set-up, & use-ability. The V2 cloud flow now works with both CSV & Excel Desktop flow set-ups. The delimiter change was moved from the cloud flow into the Desktop flows. Desktop flows are set-up to more dynamically adjust to your use-case with more input variables if you set them up on the Desktop side, but you will still need to map the actions for your sign-in & file download. All the cloud flow settings are more easily adjusted within the single "settings" action.)
Download The V2 Template Report Automation Cloud Flow From This Link or From The V2 Comment Below The Post (Works for both V2 CSV & V2 Excel Desktop Flow set-ups):
https://drive.google.com/file/d/1riqdmvwOfyUxNH_15m1gHlGUS_hZsOjV/view?usp=sharing
How to import a cloud flow: https://powerautomate.microsoft.com/en-us/blog/import-export-bap-packages/
Get Text Files With The Power Automate Desktop Flow Code From These Links. Select All The Code, Copy It, Then Paste It Into Your Power Automate Desktop Flow Editor as a Subflow (Also included in initial Compose actions of the V2 flow:
Main CSV Desktop Flow: https://drive.google.com/file/d/118A0u3Sz7C9S1AsvBnqYz41Zy6kC0Mbh/view?usp=sharing
Error Handling CSV Subflow: https://drive.google.com/file/d/1Sbo2xKPTvUrDcMV8X8WA0QzlUpB-SnXR/view?usp=sharing
Main Excel Desktop Flow: https://drive.google.com/file/d/1LlqUEo9YvgqyuF2-lir1wwNCSz17Ha3B/view?usp=sharing
Error Handling Excel Subflow: https://drive.google.com/file/d/1TkUzHfZnWnPINFqvfQ6WZ_wLD6oswEjW/view?usp=sharing
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VERSION 1
(As shown in the video.)
Download The Template CSV Report Automation Cloud Flow From This Link or Get The Attachment at The Bottom of The Post
https://drive.google.com/file/d/1k4xzu4DhrlmiZM0jU4yRxH1aOIFkt-rL/view?usp=sharing
How to import a cloud flow: https://powerautomate.microsoft.com/en-us/blog/import-export-bap-packages/
Get Text Files With The CSV Power Automate Desktop Flow Code From These Links. Select All The Code, Copy It, Then Paste It Into Your Power Automate Desktop Flow Editor as a Subflow:
Main CSV Desktop Flow: https://drive.google.com/file/d/1ZvS5gvMqADutrGQPwTyQIxaFIXEtiLb2/view?usp=sharing
Error Handling Subflow: https://drive.google.com/file/d/1G5LT12TXHZshk_VrmnObnS_5S674vNNo/view?usp=sharing
Change CSV Delimiter Information
https://powerusers.microsoft.com/t5/Power-Automate-Cookbook/Change-CSV-Data-Delimiter-From-a-Text-File/m-p/1442954#M531
***If the site you are working with only has Excel, not CSV download options, then go to my comment below on how to adjust the version 1 process to work with Excel documents.***
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TachyTelic.Net Batch Create Blog & Videos
Batch Create Flow Blog: https://www.tachytelic.net/2021/06/power-automate-flow-batch-create-sharepoint-list-items/
Video: https://youtu.be/2dV7fI4GUYU
If you are unfamiliar with Desktop flows, this does require a Power Automate license with RPA/UI Flow capabilities. Also my set-up here is using a virtual machine that is accessible from the cloud in a remote-viewer. The machine is always logged in so it can run an attended Desktop flow at any time.
