![]() ![]() On to creating management dashboards and customer service reviews now and I'm really enjoying using Power BI and getting to know all it can do. It's a tech company too so they're not easily impressed. They sent me some dummy data which I quickly knocked up in to my first Power BI dashboard, and they loved it, beating out some competition who'd quoted a small fortune to make an (in my opinion) inferior dashboard.Ī month in and my live, API-connected version of the interactive dashboard sits on a 65" screen in the centre of the office and I've had some amazing feedback. Whilst I'd never used them before, I started a new job a month ago which is centred completely around Power BI, Power Query & Power Automate - Got the job after a friend and former colleague recommended me based on my Excel/Analytical skills and the work we'd done together previously. ![]() I've since left that job for other reasons, but this genuinely made me mad. Even though it was placed right in their Teams group which they all had access to. I presented this to him and he said that he wasn't sure about it because he didn't want to stress out his team members with another form to fill out. There were some other features I wanted to build out like automatically updating the spreadsheet when the request was finished, etc. And this was setup and ready so it would email the report to the manager who was in charge of the people who were sending in the requests. The spreadsheet was also connected to a power BI dashboard to show the types of questions being asked and other details. I also had outlook setup to automatically move the emails into specific subfolders so I could prioritize better. It would also update an excel spreadsheet that was also in the Teams group showing their request details and the time of the request. Then using power automate, as soon as the person would hit submit, it would send an email to our shared mailbox with the subject being based on the fields in the form. I embedded this form into Microsoft teams as our company was doing a big push with this. iirc I could force certain fields being required, and forced specific fields to be approved of up front. So I first created a form with Microsoft Forms. It was just hectic and people were always complaining that their "timely request" wasn't taken care of quick enough, even though I had other stuff to answer first. I was getting upwards of 50 emails a day to which I had to do 10-15 minutes of research, email other people for questions and then finally respond to the initial sender which usually ended in them having follow up questions. We would also have people duplicate requests. We also divided the mailbox up into sections based on the emails, to allow us to prioritize in a way and we would again have people making mistakes. So since my day was stuck in emails we had a looooot of people ask us for information, but mess up the info forcing us to send it back for clarifying info. Slowly this turned into me being the sole person doing it. There were other duties but it mainly centered around being a middle man and a point person for all communication. I was thrown into a team of 5-6 people managing an email box basically. Ooh I actually made a really cool workflow in my previous job which funny enough the manager didn't want to implement. ![]() A lot of it's potential can be cannabalized by other products in my opinion. I'm not sure what else I would use PowerApps for however. The survey was quite complex as well as Microsoft Forms wasnt able to satisfy the many requirements. I was able to get responses from them and add it to a SharePoint list. My company is gigantic (several tens of thousands of people). PowerApps was useful as a survey tool which I sent out to all employees in my country. Once this is added, the flood gates are open with that process. PowerAutomate has not yet added the ability to schedule a refresh of PQ automatically, as far as I know. All you need to do is refresh the query from Excel. You now have a semi-automated process that gets updated weekly. Use PowerQuery to 'Get Data from SharePoint Folder'. Use PowerAutomate to capture that email from Exchange and load it into a SharePoint site. You are tasked with manipulating that data somehow and getting that data into an Excel dashboard. Lets say you receive a data set on a periodic basis (weekly). ![]()
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