Forum Discussion
Forms + Excel + Rolling 12 + Live updates
After our company reorganization, we are having to build tools we had before that we no longer have access to. Once a month, all departments are required to submit data about their performance. This...
fantom71 in my view the best way to do this is with Power Apps for the front end screens with either SharePoint or Dataverse as the datasource. You can perform calculations in Power Apps and have tabs for MTD, YTD and Rolling etc, you can do searches & filtering etc. As peiyezhu indicated, you might also need some flows in Power Automate to send the data to Excel or Power BI although if you are using SharePoint then you could use Patch commands to save data directly into the relevant SharePoint lists.
Rob
Los Gallardos
Microsoft Power Automate Community Super User.
Principal Consultant, SharePoint and Power Platform WSP (and classic 1967 Morris Traveller driver)