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Automating Data Extraction to Excel and Integration with Power BI or Data Forms

Liam5712Aug 14 2024

Hello everyone,

I've recently uploaded a large batch of project requests into the system using the Excel template. I’m aware that the data can be extracted into Excel via the Print function, but I’m wondering if there is a way to automate this process, such as scheduling a weekly export. Additionally, I would like to explore the possibility of establishing a direct integration with Power BI or Data Forms.

Any guidance or suggestions on how to achieve this would be greatly appreciated.

Thank you!

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Added on Aug 14 2024
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