Using Power Automate to Move and Rename Excel Files and Copy its Content to Another Excel File-Series Summary
Every day, while running the Supply-Chain at Cuisine Solutions for one of our plants, our 3rd party warehouse emailed me a copy of the daily raw material inventory report within an Excel file. I’d manually save the file to a SharePoint document library, rename it, copy its contents, and append the data to a master […]
Copy Email Attachment Excel Content to SharePoint and Rename Using Power Automate-Series 1 of 4
Power Automate can help with moving email attachments from an email account to SharePoint. In Part 1 of this 4 part series, we are going to walk through the steps on how to setup a Microsoft Outlook rule to move an email with an attachment to a specific folder in Outlook, copy its contents to […]
Copy Excel Content (Dynamic) from one Excel file to Another using Power Automate-Series 2 of 4
Moving content from one Excel file to another is a common task that Power Automate can do rather effectively. In Part 2 of this 4-part series, we are going to go through the steps on how to copy the contents from one Excel file to another when a file is created in SharePoint. This other […]
Connect Power BI to Excel File-Series 3 of 4
Power BI can connect to many data sources including Excel. In the previous parts of this 4 part series, we setup the automation to populate an Excel master data file in SharePoint. Next part is to connect the Power BI service to the master Excel file. The Power BI Service is the online portion of […]
Manage Power BI Data Refresh-Series 4 of 4
Now that the Excel file is connected to the Power BI Service, it should be automatically be setup to refresh the report data every hour but to confirm or make changes review the steps below: Step 1: Select “Data hub” on the left side bar and then settings on the 3 ellipses next to the […]