Best Practices

Here I share the best practices I use for the Power Platform tools, drawn from my own experience and plenty of learning from other people's mistakes so I don't repeat them. None of this is set in stone, so adjust it to fit how you work. Consistency matters, especially when several people share a platform. I see it constantly: SharePoint sites with mismatched naming, lists with convoluted names, and flows nobody can follow. When you agree on rules, everyone always knows what something means, and onboarding a new person becomes far easier. Even if you never adopt my conventions, at least write your own down. And even if you work alone, building your own reference makes you think, and you will often spot places where things could be better. That reflection is half the value.

Excel: If Function

Excel: If Function

Returns one of two values based on whether a condition is true or false.

N8N: On a Schedule Trigger

N8N: On a Schedule Trigger

Starts a workflow at fixed times or intervals, like Unix cron. Missed runs are skipped, not backfilled.

Excel: Sum Function

Excel: Sum Function

Adds numbers, cells, or ranges into a single total. A single error in the range takes over the result.

SharePoint: UPPER function

SharePoint: UPPER function

Converts text to uppercase, leaving numbers and punctuation untouched. The result is always text.

Excel: Count Function

Excel: Count Function

Counts the cells in a range that contain numbers. Ignores text, blanks, and errors.

N8N: Gmail Trigger

N8N: Gmail Trigger

Starts a workflow when a new email arrives in Gmail. Polls on a schedule; filter by label, sender, or search.