1. Course Introduction

Overview

Power Automate Desktop flows are often not simple and straightforward in practical business situations. This lesson will introduce some of the more advanced situations we’ll encounter in this course, and introduce our case study.

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Summary

  1. Lesson Goal (00:17)

    The goal of this lesson is to introduce the course and the case study.

  2. More Advanced Power Automate Topics (00:22)

    Many business situations call for more advanced elements than those seen in other courses. These can include actions that are only taken under some conditions or incomplete data that can cause errors. 

    Also, as flows grow, it’s more important to consider their layout and appearance. Power Automate provides various tools that can be used to keep flows easy to understand, which we’ll look at in this course.

  3. Case Study for This Course (01:08)

    The case for this course relates to an event management company that organizes events targeted at people in large corporations. They have an Excel spreadsheet containing information on the people who attend their events, and the events themselves.

    Our task in this course is to perform various actions to clean up this dataset to make it easier to analyze later on, such as changing the case of text fields, and splitting other fields into multiple separate components. We can use Power Automate to complete these tasks automatically.

  4. Course Overview (02:39)

    This course will cover the following topics:

    • Performing text cleaning tasks
    • Creating a subflow
    • Using conditional statements
    • Using flow control

Transcript

Welcome to our course on Advanced Flows in Power Automate Desktop.

This course will teach you about some of the more advanced tools and features that you can use in your Power Automate Desktop flows.

In this first lesson, we'll introduce the course and the case study.

In other Power Automate courses, we learned how to develop simple flows with basic steps that follow a consistent order.

In many business situations, flows are not this straightforward. For example, they may include conditional elements that is actions that are only taken in some circumstances.

They also may include incomplete data for one reason or another.

These are just two examples of the challenges we'll face in this course. We'll also focus on how to include the layout and appearance of your flows. As flows get longer and more complex, they can become difficult to read and follow. Power Automate provides tools that can help keep your flows easy to understand. And we'll explore some of these tools in this course.

Now, let's introduce the case study for this course. We're going to consider an event management company. The company organizes various events targeted at individuals in large corporations. They collect data on these events and the people signed up to these events. Let's look at the company's data set in Excel. We can see there are two sheets, Customers, and Events.

The Customer sheet includes details of the people who have signed up to an event. It includes their name, email address, the company they work for, the ID of the event they're attending, and their address.

Note that all customers from the same company have the same address.

The second sheet gives details on the company's events including an ID and name for each event, along with details of the event leader, the event category, the event date, and the event address.

Some events take place virtually and these events have no address. Our main task in this course is to perform various actions to clean up the data in these sheets such as changing the case of text and splitting text fields. This will make it easier for the company to analyze this data at a later date. We can use Power Automate to perform these cleaning tasks automatically.

Finally, let's look at the topics we'll cover in this course.

We'll start by performing some basic tasks to clean the text fields in our data set. We'll then learn how to create subflows which can be useful when your flow repeats certain actions multiple times. After that, we'll learn how to use conditional statements which allow your flow actions to run differently in certain circumstances. Finally, we'll learn about flow control which provides various tools to customize how you organize and run your flows.

Let's get started in the next lesson by creating our flow in Power Automate Desktop.