Many organisations use Tableau for powerful data visualisation but struggle with data entry — relying on spreadsheets or disconnected forms. In this guide, we walk through a complete end-to-end solution that uses Power Apps as a front-end data entry interface, Power Automate to process and store submissions into a database, Tableau to visualise data in real time, and automated email notifications on every new entry.
Architecture Overview
Here is the high-level data flow for this integration:
Data Entry
Workflow
Database
Dashboard
Notification
Power Automate also triggers an email notification on each submission
Step 1: Build the Power Apps Data Entry Form
Create a new Canvas App in Power Apps
Open make.powerapps.com and create a new Canvas App from blank. Choose tablet or phone layout depending on your users.
Design the Form
Add input controls for each data field your organisation needs to capture. A typical setup might include:
- Text inputs — for names, descriptions, reference numbers
- Dropdown menus — for categories, departments, status values
- Date pickers — for dates, deadlines, reporting periods
- Number inputs — for quantities, costs, KPI values
Add a Submit Button
Add a button labelled "Submit" and set its OnSelect property to call a Power Automate flow:
// Power Apps Submit Button - OnSelect
Set(varSubmitting, true);
// Call the Power Automate flow
TableauDataFlow.Run(
TextInput_Name.Text,
Dropdown_Category.Selected.Value,
DatePicker_Date.SelectedDate,
NumberInput_Value.Text,
TextInput_Notes.Text
);
// Reset form and confirm
Reset(TextInput_Name);
Reset(Dropdown_Category);
Reset(DatePicker_Date);
Reset(NumberInput_Value);
Reset(TextInput_Notes);
Set(varSubmitting, false);
Notify("Data submitted successfully!", NotificationType.Success);
Step 2: Create the Power Automate Flow
Set up a Power Automate flow triggered by Power Apps
This flow receives the form data, writes it to the database, and sends an email notification — all automatically.
Flow Design
- Trigger: "Power Apps (V2)" — this creates input parameters for each field from your form.
- Action 1 — Insert Row: Use the "SQL Server — Insert Row" or "Dataverse — Add a new row" connector to write the submitted data into your database table.
- Action 2 — Send Email: Use the "Office 365 Outlook — Send an email (V2)" action to notify stakeholders.
Database Insert Configuration
If using SQL Server, configure the Insert Row action:
Server: your-server.database.windows.net
Database: HibbaReportingDB
Table: dbo.DataEntries
Column Mapping:
EntryName → triggerBody()['text']
Category → triggerBody()['text_1']
EntryDate → triggerBody()['date']
Value → triggerBody()['number']
Notes → triggerBody()['text_2']
SubmittedAt → utcNow()
SubmittedBy → triggerBody()['user_email']
If using Dataverse, select your table and map the columns directly from the dynamic content panel.
Email Notification Configuration
Configure the email action to notify the relevant team:
To: reporting-team@hibbalimited.com
Subject: New Data Entry Submitted - @{triggerBody()['text']}
Body:
A new data entry has been submitted:
Name: @{triggerBody()['text']}
Category: @{triggerBody()['text_1']}
Date: @{triggerBody()['date']}
Value: @{triggerBody()['number']}
Notes: @{triggerBody()['text_2']}
Submitted at: @{utcNow()}
View the live dashboard:
https://your-tableau-server/views/LiveDashboard
Step 3: Set Up the Database
Create the database table to store submissions
Use Azure SQL, SQL Server, or Dataverse as your data store. The table should match the fields from your Power Apps form.
SQL Table Schema
CREATE TABLE dbo.DataEntries (
Id INT IDENTITY(1,1) PRIMARY KEY,
EntryName NVARCHAR(255) NOT NULL,
Category NVARCHAR(100),
EntryDate DATE,
Value DECIMAL(18,2),
Notes NVARCHAR(MAX),
SubmittedAt DATETIME2 DEFAULT GETUTCDATE(),
SubmittedBy NVARCHAR(255)
);
For Dataverse, create a custom table in the Power Platform admin centre with matching columns. Dataverse offers built-in security, auditing, and row-level access control out of the box.
Step 4: Connect Tableau to the Database
Build a live-connection Tableau dashboard
Tableau connects directly to your SQL database or Dataverse so every new entry appears on the dashboard without manual refresh.
Connecting Tableau
- Open Tableau Desktop and select Microsoft SQL Server (or your data source) from the Connect pane.
- Enter your server address, database name, and authentication credentials.
- Select the
dbo.DataEntriestable. - Important: Choose "Live" connection instead of "Extract" — this ensures real-time data.
Building the Dashboard
Create visualisations that update automatically as new data flows in:
- Bar chart — Total value by category
- Line chart — Submissions over time (daily/weekly trends)
- KPI cards — Total entries, average value, latest submission time
- Data table — Recent entries with all details
- Filters — By date range, category, and submitted by
Publishing to Tableau Server / Tableau Cloud
Publish the workbook to Tableau Server or Tableau Cloud so your team can access it from a browser. Set the data source to refresh on a schedule (e.g., every 5 minutes) or keep the live connection for truly real-time updates.
Embedding in Power Apps (Optional)
You can embed the Tableau dashboard directly inside Power Apps using a HTML Text control or an iframe, giving users a single interface for both data entry and visualisation:
// In Power Apps - HTML Text control
"<iframe src='https://your-tableau-server/views/LiveDashboard?:embed=y&:toolbar=no'
width='100%' height='600' frameborder='0'></iframe>"
Step 5: Test the End-to-End Flow
Verify the complete data pipeline
Submit a test entry from Power Apps and confirm it flows through every stage.
- Submit a test record in Power Apps.
- Check Power Automate run history — confirm the flow succeeded.
- Verify the database — query the table to see the new row.
- Refresh the Tableau dashboard — the new data should appear.
- Check email — confirm the notification was received with correct details.
"This integration gives organisations a single, seamless pipeline: users enter data in a clean mobile-friendly form, it's instantly stored, visualised on a live dashboard, and stakeholders are notified — all without a single spreadsheet."
Summary
By combining Power Apps, Power Automate, a SQL/Dataverse database, and Tableau, you create a modern, automated data pipeline that:
- Provides a clean, mobile-friendly front-end for data entry
- Automates data storage to a centralised database
- Delivers real-time dashboard visualisation in Tableau
- Sends automated email notifications on every submission
- Eliminates manual processes, spreadsheets, and data silos
At Hibba Limited, we have implemented this architecture for clients across energy, healthcare, and financial services — helping them move from disconnected spreadsheets to integrated, real-time reporting in weeks, not months.
Want to build this for your organisation?
Get in touch with our team to discuss your integration needs.
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