Excel: Automating Tasks with Power Automate

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.

Concepts

Introduction

Welcome to Power Automate for Excel
What to know before starting this course

Power Automate Overview

Building a Power Automate for Excel flow from a template
Reformatting the flow's outputs with Power Fx
Getting help building flows with Copilot
Sharing your Power Automate flows
Challenge - Set up a flow in Power Automate for Excel
Solution - Set up a flow in Power Automate for Excel

Building and Managing Flows

Automating Excel entry with Power Automate
Conditional logic and data handling in Power Automate
Using Office Scripts with Power Automate for Excel
Operating on multiple Excel workbooks with Power Automate
Challenge - Logging new file uploads in a workbook
Solution - Automated file upload tracking with Excel

Advanced Flow Configuration and Optimization

Building an expense approval workflow in Power Automate
Retrieving data from external sources
Error handling and debugging flows
Challenge - Setting up a customer review process
Solution - Automating feedback responses with Power Automate

Conclusion

Power Automate and the citizen developer