Integrating List Actions and Reporting
MS Lists can be configured or integrated with Power Automate or Power BI, two Microsoft applications, for more functionality, such as creating reports with visualizations and automating actions with the list.
- Power Automate is used to create a workflow throughout the list. For example:
- Sending a customized email to a specific person when a task is assigned to them
- Changing a list entry on any list when there is an action taken on another list, such as removing a blocker item on a task when another task is set to complete.
- Power BI creates visualizations and reports from your list, which can be customized. You can publish the reports to your list so everyone with access to your list can see it. For example, you might create this visualization:
More information on using Power BI and Power Automate with Lists can be found on Microsoft’s website, Udemy, or by taking a course in the Tufts Learning Center. See the guide page Help with MS Lists