Power BI Project: Build an Invoice Tracker | Extract PDF Data with Power Automate Desktop Tutorial
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Power BI Project: Build an Invoice Tracker | Extract PDF Data with Power Automate Desktop Tutorial
In this beginner-friendly Power BI project, you’ll learn how to create a complete Invoice Tracker Dashboard by automating data extraction from PDF files using Power Automate Desktop, organizing the data in Excel, and building a professional Power BI report with interactive visuals. This project is ideal for startups and organizations who want to automate reporting and streamline invoice management
🎓 What You’ll Learn in This Power BI Invoice Tracker Project:
✅ Extract data from PDF invoices using Power Automate Desktop
✅ Automatically populate an Excel table with extracted invoice data
✅ Connect Excel to Power BI and transform data using Power Query
✅ Design a professional Power BI background with PowerPoint for a clean, modern UI
✅ Create dynamic slicers and filters
✅ Build measures and calculated columns for KPIs like Total Invoices, Overdue Amounts
✅ Add interactive tables and cards for quick invoice details and status tracking and applied conditional formatting
✅ Apply Power BI design best practices for a polished, easy-to-use dashboard
🔔 Don’t forget to like, comment, and subscribe for more Power BI dashboard tutorials and data visualization tips!
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🔥You can download this Power BI file Here!
https://mainstack.store/datachy/FD5fc...
📁 Dataset & Invoices
-https://drive.google.com/drive/folder...
Install Power Automate Desktop - https://learn.microsoft.com/en-us/pow...
Looking for Power BI Consultancy or Training? Schedule a free Discovery Call here : https://cal.com/chiamaka-igwe/30min?o...
📊 Watch More Power BI Project Tutorials: • Power BI Projects Playlist | End-to-End Po...
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📚 Guided learning paths for Data Analysts:
• Excel → https://datacamp.pxf.io/c/6665278/378...
• Power BI → https://datacamp.pxf.io/c/6665278/312...
• SQL → https://datacamp.pxf.io/c/6665278/312...
• Python → https://datacamp.pxf.io/c/6665278/312...
• Power BI Design → https://www.udemy.com/course/microsof...
📌 More courses:
👉 https://datacamp.pxf.io/c/6665278/373...
These are affiliate links. If you sign up through them, I may earn a small commission at no extra cost to you. Thanks for supporting the channel.
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CHAPTERS
0:00 Intro
1:13 Extract Text from PDF using Power Automate Desktop
26:28 Write Data to Microsoft Excel
32:45 Import Data to Power BI
34:32 Create DAX Measures
39:28 Data Visualization