This document discusses automating business processes using PowerApps and Power BI to create an expense tracker. It recommends automation to save time and money while freeing up resources. The Power Platform is introduced as a tool for building applications and connecting to data sources. The demo scenario involves employees submitting baseball game expenses via a mobile app connected to a SharePoint list, with data visualized in Power BI. Questions are invited at the end.

1. Automating Your Business Processes – Create An
Expense Tracker Using PowerApps & Power BI
BY FRED BRANDON
@IMFBRANDON

2. Overview
Housekeeping Speaker
Why Should I
Automate?
Power
Platform
Demo Questions

3. About The
Speaker
Entrepreneur
Technologist
Blockchain Enthusiast
Author – Children's
Book
TV/Radio Producer
World Traveler

4. Why Should I Consider Automation?

6. Why Automate?
Saves Time
Saves Money
Frees up resources
◦ Allows employees to focus on other
things
Trust
◦ Reduces/Eliminates the need to hire
VAs / Fiverr
◦ Passwords / Websites

7. Why Office 365?

8. All Walks of Life

9. Have WiFi, Can Travel

10. http://periodictableofoffice365.azureedge.net/#/office365/en

11. Power Platform

12. https://www.powerplatformug.com

13. PowerApps

14. PowerApps

15. PowerApps

16. PowerApps

17. Power BI

18. Power BI

19. Flow

20. Flow

21. Demo Scenario
Business Owner sends employees to American League baseball games for coverage.
Employees are currently updating Excel sheet upon return.
Some costs are not being captured.
Business Owner would like employees to submit expenses via an application to track costs real-
time.

22. Demo

23. Create an Expense Tracker
Create SharePoint list
◦ Plan your fields to collect data
◦ Provide at least one row of data
Create and customize PowerApps
◦ Connect to SharePoint list
Link SP list data source to Power BI Desktop
◦ Create dashboard visualization
◦ Push to Power BI Service
Create Flow to send email* (optional)

24. Resources
Power Platform UG: https://www.powerplatformug.com
Microsoft Learn: https://docs.microsoft.com/en-us/learn
Microsoft Flow: https://flow.microsoft.com
PowerApps: https://powerapps.microsoft.com
Power BI: https://powerbi.microsoft.com
Office 365 Periodic Table: http://periodictableofoffice365.azureedge.net/#/office365/en

25. Questions?

26. Contact Me
Twitter/Periscope/IG: @imfbrandon
LinkedIn: https://linkedin.com/in/fbrandon
Email: fbrandon@brandnewtechnologies.com
Book: https://adventuresofmeesha.com (Also available on Amazon)