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Automated Reporting of Property Rental

<p>This workflow creates complex financial reports for each client of a real estate agency, in order to demonstrate to the owners the monthly flow of income and expenses for their properties. The initially loaded worksheet must be prepared for the creation of the reports. Three nested loops were used to obtain the final result desired by the administrators. The reports, in PDF format, are made available in an appropriate directory for future transmission via email (object for another workflow).</p><p>This is a good example of using loops and components to create more elaborate reports.</p><p>In the actual implementation of this workflow, the original data was available in MS SharePoint; therefore, it was necessary to connect the data reading node (<em>Excel Reader</em>) to the <em>Microsoft Authenticator </em>and <em>SharePoint Online Connector</em> nodes, which were removed from this example for security reasons.</p><p>Note: the data for names, IDs, addresses, real estate agency identification (logo), and values ​​have been changed to ensure the security and privacy of clients and administrators.</p>

Data Preparation: Clean and prepare data for reporting

Data Access: Read data

Report Generation: Generate the reports for each owner and

record them on the reports folder

Selection: Select the month of the report

Groupby owner
Group Loop Start
Get month and yearfrom date
Date&Time Part Extractor
Groupby property
Group Loop Start
Remove the rubricTransfer from thedescription
Row Filter
Get the property idfrom the contract id
Expression
Transform yearto string
Number to String
Close the loopfor each owner
Variable Loop End
Read and selectrows and columnsto import
Excel Reader
Delete rowswithout contract id
Row Filter
Report Concatenate
Close the loopfor each month
Report Loop End
Replace missingvalue by 0
Missing Value
Create heading formonth and year
Component
Month Selection
Report PDF Writer
Create Total Balanceby owner and listthe transfers
Component
Report Concatenate
Groupby month
Group Loop Start
Close the loopfor each property
Report Loop End
Report Template Creator
Create logo and heading by owner
Component
Create the file name
Metanode
Create the report body
Component

Nodes

Extensions

Links