Update Gauge with Power Automate
How to use Power Automate to automate the process of updating iObeya Gauge with the latest KPI data
iObeya is a powerful visual management tool that allows teams to easily track, share and discuss progress on their initiatives and projects. One of the key features of iObeya is the use of gauges to represent performance metrics in a visual and easy-to-understand way.
In this article, we will show you how to use Power Automate and the iObeya Connector to automatically update your iObeya gauges with data from other sources, such as Excel or SAP.
Power Automate Steps
To start, you will need to have a Power Automate account and an iObeya account. Next, you will need to install the iObeya Connector for Power Automate, which can be found in the Power Automate marketplace.
Trigger a Flow in Power Automate
Next, you will need to create a flow that triggers when data is updated in your source, such as Excel or SAP. This can be done by using the "When a file is created or modified" trigger for Excel, or the "When a record is created" trigger for SAP.
Extract Data from Your Source
Once the trigger has been set up, you will need to extract the data from your source that you want to use to update your iObeya gauges. This can be done using actions such as "Get rows" for Excel, or "Get records" for SAP.
Transform the Data
Before updating your gauges, you will need to transform the data into a format that is compatible with iObeya. This can be done using the "Compose" action in Power Automate.
Update the Gauge in iObeya
Finally, you will need to use the "Update Gauge" action in the iObeya Connector to update the gauge in iObeya with the transformed data. This action requires the Technical Id of the gauge, which can be found in the iObeya board by selecting the gauge, then going to "Element" > "Properties" > "Copy Technical Id".
Save and Test Your Flow
Once you have completed the above steps, you can save your flow and test it to ensure that it is working as expected.
Conclusion
By using Power Automate and the iObeya Connector, you can easily and automatically update your iObeya gauges with data from other sources, such as Excel or SAP. This will help you to keep your visual management boards up-to-date and provide your team with real-time insights into the progress of your initiatives and projects.
Looking for more ?
- Do you want to learn more about this connector capabilities? Browse the iObeya connector documentation
- You are using another RPA/iPaaS platform than Power Automate? Browse the Facade API documentation to discover the API services used with Power Automate
- Interested to have an overview of the integration capabilities of the iObeya platform? Access the integrations page
If you have any questions or would like more information about using iObeya APIs for your business, please don't hesitate to contact us at integrations-support@iobeya.com. Our team of experts is available to provide additional guidance and support, and can also offer personalized demonstrations of these powerful tools to help you get the most out of them. We look forward to hearing from you and helping you achieve your business goals with iObeya.
Type of integration
KPIs to iObeya with Power Automate