MS Excel Toronto Meetup – Office Scripts and Power Automate – Mark Proctor
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Session recorded live on January 26, 2022
To attend the MS Excel Toronto meetup group sessions, live, please register for free as a member of the group: https://www.meetup.com/MSExcelToronto
The MS Excel Toronto Meetup group is organized by
Celia Alves - / celiajordaoalves
Vivek Patel - / insight2action
Dick Moffat - / dick-moffat-65721
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About this session:
Wouldn’t it be amazing to turn hours of work into a single mouse click?
Historically, VBA was the tool used to achieve automation in Excel. Then Power Query and Power Pivot came along, giving us new ways to automate. But things didn’t stop there, we now have Office Scripts, Power BI connected data sets, and Power Automate.
In this session, we will look at the tools we can use to automate our processes. And along the way, discover we can reduce the one-click dream by one more click.
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About the Speaker: Mark Proctor
Mark is a qualified accountant who has been applying spreadsheet-based solutions to solve real-world problems for the last 20 years. Whilst working in the media, food, retail, and manufacturing sectors, he built extensive dashboard, reporting, and process automation tools, to achieve greater business insight and efficiency.
More recently, he has focused on Microsoft’s “Power” tools (Power Automate, Power BI, Power Query, and Power Pivot) which are now widely available but massively underutilized by most businesses.
Mark is also the owner of Excel Off the Grid (https://exceloffthegrid.com) which started in October 2016. The site focuses on teaching intermediate and advanced Excel techniques so that workplace warriors can become more efficient in Excel.
Check Mark's previous presentation to the MS Excel Toronto Meetup - Mastering Ranges, the Building Blocks of Excel:
• MS Excel Toronto Meetup - Mastering Ranges...
Find more about Mark's work and connect with him:
LinkedIn: / markstephenproctor
Website: https://exceloffthegrid.com
Twitter: / exceloffthegrid
YouTube: / exceloffthegrid
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VIDEO CHAPTERS: (Thank you to Gráinne Duggan for her help with this list.)
00:00:00 - Célia Alves - MS Excel Toronto news and upcoming events
00:04:20 - Célia introduces Mark Proctor
00:05:55- Mark introduces himself and his presentation and his goal to create a Zero click
process!
00:10:48 - Reporting Automation in Excel - 6 steps
00:13:07 - Introduction to Office Scripts for Excel Online and Power Automate -- the advantages and drawbacks and why we need both
00:24:15 - Do you have access to Office Scripts? - license requirements
00:25:45 - Office Scripts Interface - walk through the Automate tab on the ribbon and the Code Editor pane
00:29:45 - Demo - Write a new Office Script using the Code Editor and the Record Actions button
00:44:45 - Demo - Using Office Scripts with Power Automate - create a flow
01:12:00 - Questions/Discussions, Power Automate Connectors available for Outlook and Gmail, including decision making in workflows, Microsoft sample projects or templates
01:22:39 - Wrap up