Learning Power Platform: Excel Integration

Course details

Transform your Excel experience from basic spreadsheets to powerful automated solutions using Microsoft's Power Platform. Learn to streamline data workflows, create interactive dashboards, and build AI-powered analytics by combining Excel with Power Automate, Power Apps, Power BI, and Power Virtual Agents. This comprehensive course empowers you to become a citizen developer, enabling you to create professional-grade business solutions while maintaining security and governance best practices.

Learning objectives
Automate repetitive Excel tasks by integrating with Power Automate, utilizing Power Fx formulas, and implementing event-driven triggers to enhance workflow efficiency.
Design custom data entry forms using Power Apps to improve the accuracy and efficiency of Excel data collection.
Create interactive dashboards and advanced visualizations in Power BI using Excel data to facilitate in-depth data analysis.
Develop chatbots with Power Virtual Agents and apply AI Builder to extract insights from Excel data, enhancing analytical capabilities.
Troubleshoot and optimize integrated Excel and Power Platform solutions to ensure reliable and efficient automation.
Apply governance and security best practices when integrating Excel with the Power Platform to protect organizational data and ensure compliance.
Transform Excel workflows by becoming a citizen developer, leveraging the combined features of Excel and the Power Platform to enhance productivity and innovation.

Concepts

0. Introduction

01 - Expanding your Excel skills with Power Platform
02 - What to know before starting this course

1. Introduction to the Power Platform

03 - Overview of Power Platform components
04 - Setting up Power Platform tools for Excel integration
05 - Transforming data management with the Dataverse

2. Automating Tasks with Power Automate

06 - Power Automate's role in the Power Platform for Excel
07 - Tracking Teams mentions with Power Automate and Excel
08 - Refining outputs with additional steps and Power Fx
09 - Office Scripts, Power Automate, and the Power Platform
10 - Scheduling Office Scripts with Power Automate
11 - Challenge - Set up a flow in Power Automate for Excel
12 - Solution - Set up a flow in Power Automate for Excel

3. Building Custom Apps with Power Apps

13 - Creating a simple Power App from an Excel data source
14 - Customizing your app interface
15 - Deploying your Power App
16 - Challenge - Build a basic Power App for Excel data entry
17 - Solution - Build a basic Power App for Excel data entry

4. Visualizing Data with Power BI

18 - Importing Excel data into Power BI
19 - Importing a Power Pivot data model into Power BI
20 - Creating interactive dashboards
21 - Challenge - Create a Power BI dashboard from Excel data
22 - Solution - Create a Power BI dashboard from Excel data

5. Building Intelligent Chatbots with Power Virtual Agents

23 - Exploring intelligent chatbots with Power Virtual Agents
24 - Creating a simple chatbot to assist with Excel queries
25 - Integrating the chatbot with Teams
26 - Challenge - Creating an Excel keyboard shortcut chatbot
27 - Solution - Create a chatbot to answer Excel FAQs

6. Governance, Security, and the Citizen Developer in Power Platform

28 - Governance and security in the Power Platform
29 - Becoming a citizen developer

Conclusion

30 - Beyond the basics - Next steps with Power Platform with Excel

Learning Power Platform: Excel Integration

Authors

George Mount