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beilermse
Frequent Visitor

Need Ideas for SharePoint data and automating with Flow

Hi,

 

This is a fairly broad question which could perhaps cover SharePoint, Flow, and/or Powerapps. We are building an ERP system using our SharePoint online as a foundation. Currently we are using the below excel format for personnel utilization and I am looking for ideas on how to replicate this data in SharePoint (probably using lists?). Once a month, a manager will enter their estimates for each person for each project. Employees are also added and taken off this spreadsheet irregularly. Currently the manual process includes copying the columns from last month into blank fields. I would like to autmoate this using flow to automatically create a new set of columns each month for that month (if this is possible). And I would use flow to add or remove projects and employees using other forms that already exist. My biggest hurdles are how do I store this data, so that managers can enter it similar to how they would enter it using excel. I am open to creating a PowerApp or InfoPath form, but I don't want them to need to click through too many screens and the PowerApp or form would also have to change dynamically when new projects and employees are added and removed. Thanks for any help.

 

2 REPLIES 2
ScottShearer
Super User III
Super User III

I sounds as though you had intended to provide an example of how the dtat is currently stored in Excel but I din't see it.  Can you post what the data looks like?

 

Also, havve you considered using Project Online or leveraging the integration features of the Project desktop application with SharePoint?

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Scott

The attached image appears to me.  I'll post a direct link.

http://i68.tinypic.com/220qo9.png

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