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Courseware

Introduction to Power Automate course manual

Here are the chapters included in this course manual (we use exactly the same manuals for our classroom and online Power Automate and Power Automate Desktop courses).

Click here to download a sample of the first two chapters of this Introduction to Power Automate manual, or review how to license our courseware.

Chapter 1 - GETTING STARTED▼

Section	Title	Page
1.1	What is Power Automate?	7
1.2	Power Automate vs Power Automate Desktop	8
1.3	Licensing Requirements	9

Chapter 2 - WORKING WITH FLOWS▼

Section	Title	Subsections	Page
2.1	Getting Started	Logging on to Power Automate Choosing an Environment Listing Flows	10
2.2	Creating Flows	Types of Flow Adding Steps Adding Dynamic Content Finishing your Flow	12
2.3	Testing and Running Flows	Testing Flows Re-testing Flows Running Flows	15
2.4	Viewing Flows		17
2.5	Improving Flow Readability	Renaming Actions Adding Notes Adding Comments	18
2.6	Working with Flows	Checking Flows Peeking at Flow Syntax Disabling Flows (but not Actions) Copying Actions Copying Flows Deleting Flows	21

Chapter 3 - TRIGGERS AND TEMPLATES▼

Section	Title	Subsections	Page
3.1	Our Example Automated (Triggered) Flow		24
3.2	Creating Automated Flows from Scratch		25
3.3	Creating Automated Flows using Templates	Finding the Right Template Tweaking your Template	26

Chapter 4 - TESTING AND DEBUGGING▼

Section	Title	Subsections	Page
4.1	Testing Flows		28
4.2	Viewing Outputs from Actions	Viewing Outputs Capturing Outputs - the Compose Action Seeing Inputs and Outputs Raw Inputs and Outputs	29
4.3	Interpreting Outputs (JSON)		32
4.4	Writing to Text Files		33
4.5	Dealing with Flow Failures		34

Chapter 5 - PROGRAMMING CONCEPTS▼

Section	Title	Subsections	Page
5.1	Overview	Our Example	35
5.2	Simple Variables	Initialising Variables The Types of Variables Variable Actions Debugging Variables	36
5.3	Array Variables	Getting our List of Files - OneDrive Getting our List of Files – SharePoint	39
5.4	Using Scope to Group Actions	Adding a Scope Action Tidying Things Up	41
5.5	Parallel Branches	Creating Parallel Branches Adding Steps to Parallel Branches	43
5.6	Basic Expressions	Basic Expressions and Referencing Variables Commenting Expressions Enabling Experimental Features Editing Expressions using Experimental Features	45
5.7	Single Conditions - If	Adding Conditions Testing Conditions Why you Need to Terminate Flows Early The Terminate Action	47
5.8	Multiple Conditions – Switch		50
5.9	Do Until Loops	Initialising Variables Adding a Do Until Loop Setting Limits to Do Until Loops	51

Chapter 6 - WORKING WITH ARRAYS▼

Section	Title	Subsections	Page
6.1	Creating Arrays	Setting Array Variables Manually Creating Arrays with Named Properties Creating Arrays using Expressions Nested Arrays	53
6.2	Referring to Items within an Array	An Example using a List of Files Getting Values by their Key	56
6.3	Mapping or Reshaping Arrays using Select	Collapsing Arrays to One Value Returning Multiple Columns with Renaming	58
6.4	Intersection and Union	Overview of Final Answer The Union and Intersect Expressions	60

Chapter 7 - GETTING DATA▼

Section	Title	Subsections	Page
7.1	Sources Included in this Chapter		62
7.2	Getting Data from Excel	The Need for a Table Creating a Table Getting Data from an Excel Table Bonus: Listing Worksheets and Tables	63
7.3	Getting Data from a SharePoint List	Getting SharePoint List Rows Showing the Correct Column Names	66
7.4	Listing Files/Folders from OneDrive		68
7.5	Listing Emails from Outlook		69

Chapter 8 - ODATA▼

Section	Title	Subsections	Page
8.1	What is OData?		70
8.2	The Need for OData		71
8.3	Using OData	Applying OData when Getting Data Sorting using OData Filtering using OData Combining Filters Testing for Null Values Filtering Dates	72
8.4	Issues with Different Data Sources	Excel: Spaces in Column Names SharePoint: Lookup Columns	75
8.5	Dynamic Filters		76
8.6	OData Filters using Experimental Features		77
8.7	Avoiding OData – the FilterArray Action	Suppressing the GetItems Warning	78

Chapter 9 - HTML TABLES▼

Section	Title	Page
9.1	Overview	79
9.2	Basic HTML Tables	80
9.3	Custom HTML Tables	81
9.4	Formatting HTML Tables	82

Chapter 10 - APPLY TO EACH▼

Section	Title	Subsections	Page
10.1	Our Example		83
10.2	Adding Apply to Each Manually	Getting an Array to Loop Over Creating an Apply to Each Action The Current Item Testing Apply to Each Loops	84
10.3	Adding Apply to Each Automatically		86
10.4	Referring to the Current Item’s Contents	Dynamic Content (Visible Fields) Copying Visible Fields to Expressions Making Pasted Expressions Valid Visible Fields and their Underlying Expressions Compared Using the Simpler Item() Function	87
10.5	Applying Conditions within Loops	The Outline of our Flow Our Condition	90

Chapter 11 - EXPRESSIONS▼

Section	Title	Subsections	Page
11.1	Overview		92
11.2	Text Functions	The Main Text Functions Example Flow using Text Functions - Introduction Example Flow - Apply to Each Action Example Flow – Showing the Results	93
11.3	Number Functions	Basic Mathematical Operator Functions Other Mathematical Functions Conversion Functions	96
11.4	Date Functions	Date Formats and Timestamps Getting Dates Manipulating Dates Getting Parts of Dates	97
11.5	Collection/Array Functions	Inspection Functions Joining and Splitting Picking Items Ordering Arrays Set Operations	99
11.6	Comparison Functions	Conditional IF Function Testing for Equality or Inequality Combining Conditions	101

Chapter 12 - INPUTS AND TRIGGERS▼

Section	Title	Subsections	Page
12.1	Overview	Our Example	102
12.2	Creating a Flow with Inputs	Dropdown Inputs How Power Automate Refers to Inputs (TriggerBody)	103

Chapter 13 - ERROR HANDLING▼

Section	Title	Subsections	Page
13.1	Try / Catch / Finally Blocks		105
13.2	Configuring Run After Actions		106
13.3	Implementing Error Handling – a Case Study	Our Example Error Summary of Proposed Flow Step 1 – Getting the Results Step 2 – Filtering the Results Array Step 3 – Picking out the Columns of Interest Step 4 – Presenting an HTML Table Step 5 – Sending a Notification Email Step 6 – Creating a Link back to our Flow	107
13.4	Warning: Flows Run Successfully with Error-Handling		111

Chapter 14 - APPROVALS▼

Section	Title	Subsections	Page
14.1	Our Example		112
14.2	Building a Flow Diagram		113
14.3	How the Approval Process Works		114
14.4	Building the Approval Flow	Step 1 – Creating the Trigger Step 2 – Request Approval Step 3 – Adding a Condition Step 4 – Processing Rejections Step 5 – Processing Approvals (Part 1) Step 6 – Processing Approvals (Part 2)	115
14.5	Managing Approvals		119
14.6	Custom Responses	Choosing to Set Custom Responses Testing the Different Responses	120

Chapter 15 - FORMS▼

Section	Title	Subsections	Page
15.1	Overview of Forms	Creating Forms	122
15.2	Adding Questions	The Types of Question Sections Images and Videos Branching	124
15.3	Testing and Distributing your Form	Previewing a Form Changing Form Settings Saving your Form Distributing your Form via a Web Link Generating QR Codes and Embed Codes	127
15.4	Viewing Responses		129
15.5	Other Things you can do with Forms	Using Other Apps such as Excel Creating and Applying Themes Letting Users Upload Files Quizzes	130
15.6	Responding to Form Events in a Flow		133

Chapter 16 - SHAREPOINT LISTS▼

Section	Title	Subsections	Page
16.1	About SharePoint Lists		134
16.2	Creating a SharePoint Site		135
16.3	Working with SharePoint Lists	Creating a New List Renaming the Title Column Adding/Editing List Data Creating Choice and Lookup Columns	136
16.4	Internal SharePoint List Column Names	Finding Column Names in Power Automate Finding Column Names in SharePoint	139
16.5	Referencing Choice and Lookup Columns		140

Chapter 17 - POWER BI DESKTOP FLOWS▼

Section	Title	Subsections	Page
17.1	Our Example	Some Limitations of Running Flows from Power BI Desktop	141
17.2	Creating a Power Automate Button	Step 1 – Creating the Button Step 2 – Assigning Data Fields Step 3 – Start Editing your Flow Step 4 – Add Actions (and Data) Step 5 – Saving and Applying your Flow Step 6 – Formatting your Button Step 7 – Test your Button	142
17.3	Editing Power BI Flows in Power Automate		145

Chapter 18 - POWER APPS FLOWS▼

Section	Title	Subsections	Page
18.1	Our Example		146
18.2	Designing an Information Flow		147
18.3	Creating the Flow	Step 1 – Creating the Flow with a Trigger Step 2 – Creating Parameters with Good Names Step 3 – Getting the Number of Excel Films Step 4 – Adding the Film to Excel Step 5 – Returning Values to Power Apps	148
18.4	Creating the App	Step 1 - Creating the App Framework Step 2 – Adding the Flow Step 3 – Calling the Flow	151
18.5	Possible Problems		153

Chapter 19 - TEAMS▼

Section	Title	Subsections	Page
19.1	Teams Triggers and Actions		154
19.2	Our Example – Listening for Keywords		155
19.3	Creating our Example Flow	Step 1 - Setting the Trigger Step 2 - Starting to Post our Message Step 3 - Getting the Keyword Message’s Details Step 4 – Posting the Notification Message Step 5 – Testing your Flow	156

Chapter 20 - PLANNER▼

Section	Title	Subsections	Page
20.1	Triggers and Actions		159
20.2	Simple Example – Listing Tasks		160
20.3	Harder Example – Getting Assigned Users	Step 1 – Prepare the Way Step 2 – Create the Nested Loops Step 3 – Configure the Inner Loop over Users Step 4 – Add this Task and List of Users Step 5 – Show the Results	161

If you book a place on one of our courses you will automatically get access to the relevant courseware manual online, and also have the option to receive a paper copy of it.

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