Overview
Power BI helps organizations analyse business data and monitor performance. By integrating it with Power Apps and Power Automate, businesses can go beyond reporting and create applications and automated workflows that support everyday operations.
In this module, learners will explore the Microsoft Power Platform and understand how Power Apps and Power Automate work alongside Power BI. They will learn how to convert Excel data into applications, embed Power Apps within Power BI dashboards, create app-driven data entries and updates, and automate notifications and tasks using business data.
The focus is on connecting business intelligence with practical business processes, allowing users to take action based on the information presented in reports and dashboards.
This module provides practical exposure to Microsoft Power Platform integration with Power BI and supports selected reporting and business workflow concepts related to the Microsoft PL-300: Power BI Data Analyst certification examination.
What Will Be Covered
8.1 Introduction to Power Platform
Understanding the Microsoft Power Platform and its purpose.
Exploring the key components of Power Platform.
Understanding the role of Power Apps and Power Automate.
Exploring how Power Platform integrates with Microsoft Power BI.
Understanding how applications, data, and automated workflows work together.
Identifying business scenarios where Power Platform can improve operational processes.
Understanding how Power BI insights can support business actions and decision-making.
8.2 Converting Excel Data into a Power App
Understanding how Excel data can be used to create Power Apps.
Preparing Excel data for application development.
Connecting Excel data to Power Apps.
Creating an application using existing Excel data.
Exploring the application interface and basic controls.
Understanding how users can interact with data through an application.
Exploring practical business scenarios for converting spreadsheets into applications.
8.3 Embedding Power Apps in Power BI Dashboards
Understanding the integration between Power Apps and Power BI.
Exploring the Power Apps visual in Power BI.
Adding the Power Apps visual to a Power BI report.
Connecting Power BI report data with a Power Apps application.
Passing selected data from Power BI to Power Apps.
Embedding applications within Power BI reports.
Understanding how embedded applications support interactive business reporting.
Exploring use cases where users can take action directly from a report.
8.4 Creating App-Driven Data Entries and Updates
Understanding how Power Apps supports data entry and updates.
Creating application forms for business data collection.
Configuring input fields and controls.
Capturing user entries through Power Apps.
Updating existing records through an application.
Understanding how application-driven updates support operational workflows.
Exploring how Power Apps can be used alongside Power BI for reporting and data management.
Applying app-driven data entry to practical business scenarios.
8.5 Setting Up Power Automate Flows for Alerts and Emails
Understanding Microsoft Power Automate and its role in workflow automation.
Exploring automated cloud flows.
Understanding triggers and actions in Power Automate.
Creating flows to send email notifications.
Configuring automated alerts and notification workflows.
Connecting Power Automate with relevant business applications and data sources.
Understanding how automated emails support business communication.
Exploring practical scenarios for automating alerts and notifications.
8.6 Automating Tasks Using BI Data and KPI Triggers
Understanding how business intelligence data can support process automation.
Exploring the relationship between KPIs and automated workflows.
Identifying business conditions that can trigger automated actions.
Using KPI-related conditions to support notification workflows.
Automating tasks based on defined business requirements.
Exploring how Power BI and Power Automate can work together.
Understanding how automated workflows help teams respond to changes in business performance.
Applying automation concepts to practical business scenarios.
Skills You Will Gain
By completing this module, learners will develop practical skills in the following areas:
1. Power Platform Fundamentals
Understand the purpose and components of Microsoft Power Platform.
Identify how Power Apps and Power Automate support business processes.
Understand the integration between Power Platform and Power BI.
Identify opportunities to connect reporting with business applications.
2. Power Apps Development
Convert existing Excel data into a Power App.
Connect data sources to Power Apps.
Create application forms and configure input controls.
Capture and update business information through applications.
3. Power BI and Power Apps Integration
Add Power Apps visuals to Power BI reports.
Connect report data with Power Apps.
Pass selected data from Power BI to an application.
Embed applications within reports to support business actions.
4. Workflow and Notification Automation
Create automated flows using Power Automate.
Understand triggers and actions.
Configure automated email notifications.
Build workflows to support business alerts and communication.
5. KPI-Based Business Process Automation
Identify business conditions that can trigger automated actions.
Use KPI-related conditions in workflow scenarios.
Connect business intelligence insights with automated tasks.
Understand how automation can improve operational response and follow-up.
Learning Outcomes
By the end of this module, learners should be able to:
Understand how Power BI, Power Apps, and Power Automate work together to connect business reporting with operational activities.
Convert existing Excel-based business processes into applications that support structured data entry and updates.
Enable employees to submit and update business information through applications connected to reporting workflows.
Integrate Power Apps with Power BI reports to allow users to take action based on the information they see.
Automate email notifications and business alerts based on defined workflow conditions.
Connect KPI performance with automated follow-up activities and business processes.
Reduce manual coordination between departments through automated notifications and task workflows.
Build connected processes where business data can be captured, analysed, updated, and acted upon.
Understand how automation can improve operational efficiency, reporting accuracy, and business response time.
Microsoft PL-300 Exam Alignment
This module focuses primarily on Power Platform integration and business process automation. These topics provide useful practical knowledge alongside the Microsoft PL-300: Power BI Data Analyst certification preparation.
The Power Apps and Power Automate integration topics are not a separate standalone domain in the PL-300 examination. However, selected concepts support related Power BI reporting, usability, and data management skills.
Visualize and Analyze the Data – 25–30% of the examination
Microsoft's study guide identifies several competencies within this area.
1. Create Reports and Enhance Report Usability
Candidates should be able to:
Add visualization items to report canvas.
Choose appropriate visualization types.
Configure and format report visuals.
Configure interactions between visuals.
Design reports that support business users.
Improve report navigation and usability.
2. Analyze Data and Support Business Decisions
Candidates should be able to:
Analyse data using Power BI reports.
Identify patterns and trends.
Use appropriate analytical features.
Present information to support business decisions.
3. Manage and Secure Power BI – 15–20% of the examination
This module also provides supporting exposure to working with connected applications and data.
Continue to the Next Special Class Module 9: Power BI MCP & AI Capabilities with Claude and Copilot
Explore Power BI MCP and AI capabilities with Claude and Copilot, and understand how AI-powered tools can work with business intelligence and reporting.
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