Microsoft Excel Automation
Repetitive tasks in Microsoft Excel may feel tedious and laborious. By automating routine data entry, you can simplify your work and improve your processes.
Sign up for this LIVE, instructor led course and walk through ways to extract, transform and load data automatically with Power Query. You’ll create and record TypeScripts to automate the full range of Excel and Office options. And if you need to integrate more than one application into your automation scheme, you’ll create a custom Excel flow and build processes using Power Automate.
Please note this program is intended for intermediate to advanced users of Microsoft Excel. For the best experience, a subscription to Microsoft 365 is recommended.
Course Outcomes
- Reformat and organize large data sets with Power Query
- Automate regular data merges from external sources
- Record repetitive steps with no-code Office Scripts
- Navigate the Power Automate interface and templates
- Use Power Automate instant flows for repetitive tasks
- Trigger automation using automated, instant or scheduled flows
Course Agenda
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Microsoft Excel Automation
Repetitive tasks in Microsoft Excel may feel tedious and laborious. By automating routine data entry, you can simplify your work and improve your processes.
Sign up for this LIVE, instructor led course and walk through ways to extract, transform and load data automatically with Power Query. You’ll create and record TypeScripts to automate the full range of Excel and Office options. And if you need to integrate more than one application into your automation scheme, you’ll create a custom Excel flow and build processes using Power Automate.
Please note this program is intended for intermediate to advanced users of Microsoft Excel. For the best experience, a subscription to Microsoft 365 is recommended.
Session 1: Cleaning Data With Power Query
- Identify the importance of automation in Microsoft Excel
- Describe the basics of data cleanup using Power Query
- Demonstrate Power Query’s ability to clean, merge, extract and transform data automatically
- Determine where to find Power Query documentation
Session 2: Running and Recording Scripts to Automate Daily Tasks
- Explain why Office Scripts are less complicated than VBA Macros
- Create a TypeScript language script to run scripts automatically
- Use the Action Recorder to record scripts and replay actions like edit cells, change formatting, and create tables
- Edit and customize recorded scripts using Code Editor
Session 3: Creating Workflows Between Multiple Apps with Power Automate
- Understand how to run scripts on a schedule, trigger responses to emails, synchronize files and more
- Define automated flows, instant flows and scheduled flows
- Explore flow templates and build a new Excel workflow in Power Automate
- Trigger an Excel Office script using Power Automate