I'm currently manually entering data from my bank accounts into a spreadsheet in OneDrive.
I would like to be able to automate this process in some way.
The two issues I am facing in automating this are:
How do I extract transactions from my bank account?
How do I enter data into a spreadsheet in OneDrive?
If I had Excel installed I could probably enter the data using VBScript or VBA, but I only have the web version of Excel that comes with OneDrive.
I want to extract the transaction data direct from the bank account and not do screen scraping or manually download statements and parse these.
NB: If a makes a difference, the bank account is in https://www.bmo.com and one of the online accounting applications I tried seemed to be connecting with plaid.
I don't know a whole lot about the OneDrive piece, but Plaid should work for pulling transactions. For inspiration, this script (https://github.com/hirefrank/plaid-txns-google-sheets) is an example of a similar app but using Google Sheets instead of OneDrive.
You could use a finance data import tool like Fintable. It automatically syncs transactions to Airtable, and from there you could export to Excel. BMO is supported, and the monthly plan is $12.
Related
Currently, I'm running several reports using SQL copying the data to Google sheets, amending said data to generate daily stats.
Most of the reports I run using SQL have the same date range.
If it helps I can post a couple of the SQL reports.
I'm hoping there's a way to automate this?
You can use Google Apps Script to pull data from SQL to Google Sheets and you can automate it by adding a time-driven trigger to run depending on how frequent you want it to.
References
Installable Trigger(Apps Script)
How to Retrieve SQL Data Automatically Using Google Sheets Script
I am trying to get a survey response plotted on a Powerbi page. Survey questionnaire is built in MS Forms, response values get stored in an Excel on OneDrive and are piped in as a dataset into a PowerBI app which plots this data. What I am trying to achieve is that once the respondent submits this questionnaire, the PowerBI report gets emailed as a PDF file to the respondent (I ask for the email in the questionnaire and it is present in the dataset).
I was not able to find any option in MS Flows to allow email of PowerBI PDF on submission of MS Forms questionnaire. Are there any options that I may try out to achieve this?
Currently there is no way to use Power Automate (Flow) or the Power BI API to programmatically generate a PDF from a report. It will be in public preview from Feb 2020 for Power BI Embedded only. It will export to PDF, PowerPoint and JPEG.
What you will have to do is, call the Power BI Embedded REST API from Power Automate (flow), save the file to a location. Then email that file out to your form user again using Power Automate.
Hope this helps
I work with OmniUpdate content management system to enter data for my office. Is there anyway to automate data entry on Omni Update? Like is there any way I could create an excel sheet of redundant data and integrate that data into the Omni Update multi edit templates?
Good question! No method is available at the moment out-of-the-box from OU Campus. I suppose you could convert your spreadsheet to CSV, write a script to take your CSV data and convert it to a series of XML files that follow the MultiEdit format in OU Campus. The only other option I can think of is using the API in OU Campus to read the data and transform it, but the first approach, if feasible for you, would be the only real option that I see here.
Is it possible to Connect Biometric Device output directly to openERP?
Our company has a Biometric FingerPrint Machine and at the end of day, we have an excel sheet which contains all the attendance records of the Employees. We import this excel sheet into openERP.
But is there anyway that whenever a Employee uses their fingerprint-reader, then the record is added in openERP or database. Then we will not have to import excel sheets one by one daily.
Thank you for your time
That needs a development on the time & attendance side, so it depends a lot on what it's software allows you to do. Usually, entry level solutions don't allow you to do a lot.
To write to OpenERP you can use a XML-RPC call, or write directly to a table in OpenERPs database.
The import_sqlpush module could also be an option. I use it with Pentaho PDI (aka Kettle) to schedule frequent data exchanges between OpenERP and other databases. It can even regularly check for excel files in a folder and import them if found.
The same question has been posted at https://www.odoo.com/forum/help-1/question/is-it-possible-to-connect-biometric-device-output-directly-to-openerp-75132
As per the latest update in that post, for connecting the biometric machine with openERP directly is possible, if the device supports the WebAPI. Otherwise, you will have to develop the middleware which will read the attendance records from machine and update with openERP.
I currently have a report which will be emailed to business users weekly. The data output can only be csv/xml and I do not have the ability to automatically add the requested pivot tables; therefore, I am attempting to pull the data with a Workbook_Open sub routine in an Excel file I will have premade. My issue here is I cannot use Macros on SharePoint nor can the Data be publicly accessed in a Macro...so I feel like I am up a creek.
Any suggestions from a VBA, Excel, or BEX/BOBJ standpoint?
Well if your report is forced to be csv/xml.... and you can't access the data directly through a macro... the solution is not terribly straight forward.
Here is how I would solve
1) SAP Job drops off file
2) Some type of automation kicks off a macro
3) Macro formats and emails report
probably possible to have sap email a spreadsheet formatted to taste directly via abap code.... that is not something i have much experience with.