Forum Discussion
Solved
Budgeting process workflow
Hi I am looking for some ideas/videos/blogs to automate my workflow. My company use microsoft 365, but powerapps is not a option. I will explain how the process is now: 1. Export a masterfile 2....
PowerQuery may be able to help but not solve everything.
- The splitting of a master file is better left to VBA
Powerquery can not create new worksheets or workbooks automatically.
And it certainly can not create folders - Collecting the data is where PowerQuery can help
- It can get all the folders and filenames with SharePoint.Files()
- It can consolidate all excell files into one big dataset
- Do analysis, transform the data
- Distributing the results is better left to VBA or PowerScript, again, powerquery can not automatically create new files or folders.
- I am not familiar with the PowerBI capabilities to create dashbards and only show the data for a particular department, but I am pretty sure it can be done.
But you would probably need a corporate license for Power BI though.
- The splitting of a master file is better left to VBA
PowerQuery may be able to help but not solve everything.
- The splitting of a master file is better left to VBA
Powerquery can not create new worksheets or workbooks automatically.
And it certainly can not create folders - Collecting the data is where PowerQuery can help
- It can get all the folders and filenames with SharePoint.Files()
- It can consolidate all excell files into one big dataset
- Do analysis, transform the data
- Distributing the results is better left to VBA or PowerScript, again, powerquery can not automatically create new files or folders.
- I am not familiar with the PowerBI capabilities to create dashbards and only show the data for a particular department, but I am pretty sure it can be done.
But you would probably need a corporate license for Power BI though.