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i have a monthly report, which has a record of all tasks i have at hand on some system i use
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every month i get new tasks, but also i finish some tasks
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the report is an uptodate report, every month when generated, it captures all tasks i have still in progress, it does not show completed tasks, if i completed a task on the system it will not show in the report
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I want to create static base table to view all tasks in progress and completed as well
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i also want to use power aps to read and write from this table ,which i can do , i am struggling to know how to source the data to cater to my needs
what i want is
- the table to be updated with the delta every month, so new tasks from the following month are added
- the table to eliminate duplicates, if a task is reported last month and still ongoing , it will show in this month report again,i don’t want 2 entries for it,just one , and if possible perhaps a column showing that the task was reported last month, this month and even the month afterwards if it shows up in the report
- the table to be static, i want to use power aps to write against each task in a column saying it is completed or pending or whatever , so its not a read only table , i need to write in to it as well
-i also prefer if things are as seamless as possible, kinda hoping to just upload the monthly report to a share point and everything else is automated
i realize i am asking for a lot , but i just need to know if anyone went through something similar and know the best way to go about putting together something like that
its basically a table that needs to be fed updates every month , and needs to remain static because its not only for viewing but writing as well
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i created a power app reading from the base table in a work book on share point
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the power app writes into the table in the Status field, allowing me to assign statuses to the tasks
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i then uploaded this month report which has all inprogess tasks to another sharepoint
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i then used power query in the base table to fetch this month report from the other share point
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i intend to do this for next month report as well ,by using the combine all excel files on sharepoint option , then clearing duplicates in power query to make sure i only have one entry for every task that is in progress
but then obviously i realized this doesnt work , because in every query i run i will overwrite any changes i did from the power app, so any task assigned a status in the status column will go blank after refreshing the query
also using this method means by the end of the year it will be quite a big query to run to get all the data
i say tasks which sounds a few , but they are actually about a thousand every month, so thats 10k in a year and will keep growing