Excel: Automating Tasks with Power Automate
1h 34mIntermediate2025-01-02
Authors
George Mount
Course details
This course empowers intermediate to advanced Excel users to automate repetitive tasks, streamline data handling, and enhance productivity using Power Automate. Power Automate is a powerful program within the Microsoft Power Platform suite that you can leverage to revolutionize how you handle data and tasks, significantly improving the efficiency and effectiveness of your professional workflows. Whether you're looking to streamline processes, reduce errors, or save time, you'll learn to create sophisticated, efficient automated solutions that integrate seamlessly with Excel.
Learning objectives
Get an introduction to Power Automate and its integration with Excel.
Learn about building and managing automated workflows.
Learn about using conditional logic, error handling, and debugging.
Find out about optimizing flow performance for efficiency.
Learn to integrate Excel with Power Automate and Office Scripts.
Learning objectives
Get an introduction to Power Automate and its integration with Excel.
Learn about building and managing automated workflows.
Learn about using conditional logic, error handling, and debugging.
Find out about optimizing flow performance for efficiency.
Learn to integrate Excel with Power Automate and Office Scripts.
Skills covered
Business IntelligenceSpreadsheetsMicrosoft ExcelData ScienceBusiness Analysis and StrategyBusiness Software and ToolsMicrosoftOne-Off
Concepts
0. Introduction
- 01 - Welcome to Power Automate for Excel
- 02 - What to know before starting this course
1. Power Automate Overview
- 03 - Building a Power Automate for Excel flow from a template
- 04 - Reformatting the flow's outputs with Power Fx
- 05 - Getting help building flows with Copilot
- 06 - Sharing your Power Automate flows
- 07 - Challenge - Set up a flow in Power Automate for Excel
- 08 - Solution - Set up a flow in Power Automate for Excel
2. Building and Managing Flows
- 09 - Automating Excel entry with Power Automate
- 10 - Conditional logic and data handling in Power Automate
- 11 - Using Office Scripts with Power Automate for Excel
- 12 - Operating on multiple Excel workbooks with Power Automate
- 13 - Challenge - Logging new file uploads in a workbook
- 14 - Solution - Automated file upload tracking with Excel
3. Advanced Flow Configuration and Optimization
- 15 - Building an expense approval workflow in Power Automate
- 16 - Retrieving data from external sources
- 17 - Error handling and debugging flows
- 18 - Challenge - Setting up a customer review process
- 19 - Solution - Automating feedback responses with Power Automate
Conclusion
- 20 - Power Automate and the citizen developer
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