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Power Apps Intermediate Pathway 2: Power Automate + Power BI Integration

Length 1 day

Course overview

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Why study this course

Take your Task Management app to the next level by integrating Power Automate and Power BI with Power Apps and SharePoint. You’ll work hands-on to assign users via flows, generate and save PDFs to SharePoint, send critical task reports by email, and embed a Power BI report for visual insights and dashboard-style reporting.

This pathway mirrors a structured, step-by-step build: prepare SharePoint and the app, create and install flows, pass parameters between Power Apps and Power Automate, format and send email reports, generate PDFs from app screens, and embed Power BI tiles with optional URL filtering. You’ll leave with reusable patterns for real business apps not just demos.

Nexacu Public Schedule

Nexacu is part of the Lumify Group, offering you the largest public schedule of end user applications and professional development training in Australia, New Zealand, and the Philippines. You can now access the schedule of courses and book, by clicking on the button below.

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What you’ll learn

By the end of this course, students will be able to:

Prepare and validate SharePoint list settings and import Excel data
Import and configure an MSAPP app and establish connections
Build flows to assign users and update SharePoint Person fields correctly
Create a “Critical Tasks” reporting flow with filtering, sorting, variables, and HTML tables
Generate PDFs from Power Apps and save them to SharePoint via flows
Embed Power BI tiles with optional URL filtering and improve navigation using reusable components

Microsoft Apps at Lumify Work

As part of Lumify Group, Lumify Work has skilled more people in Microsoft technologies than any other organisation in Australia and New Zealand. We have a campus in the Philippines, too. We offer the broadest range of instructor-led training courses, from end user to architect level. We are proud to be the winner of the Microsoft MCT Superstars Award for FY24, which formally recognises us as having the highest quality Microsoft Certified Trainers in ANZ.

View all Microsoft Apps at Lumify Work courses

Who is the course for?

Intermediate users who want to build a complete Task Management app connected to SharePoint with advanced features like collections, variables, and data patching.

Course subjects

SharePoint Integration & App Preparation

Check locale settings
Check SharePoint list settings
Import list data from Excel
Import the MSAPP file
Allow connections to be established
Add a SharePoint connection
Explore the app features, layout, and formulas
Create screens

Update SharePoint via Power Automate (Assign Users)

Create Instant Flow: Assign users to task
Add flow inputs
Split multiple emails into an array
Map emails into a Claims object (Person field format)
Update SharePoint items via Power Automate
Pass values from the trigger
Add multiple emails to one Person field
Respond to Power Apps with a text output message
Install the flow in the app and bind a button to run it

Power BI Integration

Create a Power BI report
Add a stacked column chart
Add a pie chart
Use a URL query filter
Embed a Power BI tile in Power Apps
Filter the report from the gallery (dynamic filtering)
Share the Power BI report with app users separately

Filter & Manage Data with Power Automate (Critical Tasks)

Create responsive screen layout
Add nested containers
Add a gallery and controls to a container
Customise gallery data
Create Instant Flow: Critical tasks
Use Filter Query
Sort records
Initialise integer and string variables
Build and format an HTML table
Reshape table data and use HTML codes for formatting
Send emails from Power Automate
Pass flow output parameters back to the app

Generate PDFs & Save to SharePoint

Create Instant Flow: Create PDF (file input)
Convert time zone from UTC to local
Create files in SharePoint via Power Automate
Enable the PDF function in app settings
Generate a PDF from the task container
Send the PDF to the flow
Set gallery size dynamically

UI & UX Enhancements (Components)

Intro to Components
Create a sidebar component
Enable app scope access
Set width and height
Add icons, user image, and labels
Create custom properties
Bind controls to custom properties
Add components to app screens

Prerequisites

Intermediate Excel and basic Power Apps Canvas app skills (or Power Apps Beginner / Intermediate Pathway 1). SharePoint Lists helpful.

M365 Adoption and Training Plans

Our aim is to help educate and enable your organisation to get the best return on your Microsoft 365 investment.

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Terms & Conditions

The supply of this course by Lumify Work is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.