Automate Excel with Office Scripts and Power Automate
Learn how to free up your time by automating your processes, as Microsoft MVP Mark Proctor hosts this special in-depth 1-day Masterclass.
Office Scripts is the new simple and intuitive language designed specifically for non-programmers who wish to automate Excel. When combined with Power Automate, you can build cross application automated processes that run in the background (you don’t even need to click a button — it runs when you sleep!).
This Masterclass starts with the fundamentals and, through practical examples, demonstrates how all the pieces fit together to build robust solutions. By the end of the Masterclass, you will be confident to write your own scripts from scratch and build simple end-to-end automation processes.
What you'll learn?
- Fundamentals of Office Scripts (Excel Document Object Model and TypeScript)
- How to use the script recorder
- How to write your own scripts from scratch
- Write reusable scripts to work with any workbook
- Fundamentals of Power Automate
- Using Office Script with Power Automate to build self-running automations processes that operate in the background
This class will be delivered in-person at LABS Hogarth House, 136 High Holborn, London WC1V 6PX, UK.
This training is available as a single Masterclass or as part of our Premium In-Person Global Excel Summit ticket.
Who is it for?
This Masterclass is for anyone using Excel for Microsoft 365 who wants to automate their boring and repetitive processes. Typical job titles that could particularly benefit include:
- Finance professionals
- Business professionals looking to automate repetitive tasks
- Data analysts
- IT professionals aiming to enhance productivity
Download Event Brochure
What's included?
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✔︎ What is “extract, transform, load,”?
✔︎ How data profiling works in Power Query and why it matters
✔︎ First steps for profiling and cleaning the data
✔︎ Avoid memory-draining “Frankentables” and build relational data models and reports right from Excel
✔︎ Power Pivot and DAX for data analysis in Excel
✔︎ What are dynamic array functions?
✔︎ Learn how to build quick, responsive formulas for easy analysis.
✔︎ Boost Excel with generative Ai and Copilot
✔︎ Use natural language propmpts to simplify Python scripting, uncover insights and streamline workflows for even faster and easier analytics
✔︎ What is Python and why has it become the glue that binds today’s data analytics stack.
✔︎ Learn basic Python scripting to build compelling analyses and visualizations that would otherwise be difficult or impossible to do in Excel
Exclusive Masterclass sessions from leading figures stretch beyond the regular ones and dive deeper into Excel’s advanced functionality, covering a range of industry-relevant topics.
Master Excel Power Query essentials
Create your first Power BI report the right way
Building a business case finance model
Transforming your boring Power BI reports to AWESOME
data stories
Data analytics in modern Excel
Impactful data visualisation in Excel for powerful\
communication
✔︎ What is Power Query?
✔︎ Basic data loading
✔︎ Power Query editor overview
✔︎ Type of values
✔︎ Exploring queries and steps
✔︎ Basic data cleaning and transformation (removing columns & rows, filtering data, sorting, etc.)
✔︎ Practical example
✔︎ Removing duplicates and handling nulls
✔︎ Text transformation
✔︎ Date and time values
✔︎ Query load
✔︎ Practical example
✔︎ Data aggregation
✔︎ Merging and appending queries basics
✔︎ Different options for adding columns
✔︎ Pivoting and unpivoting data
✔︎ Practical example
✔︎ Key takeaways
✔︎ Addressing frequently asked questions
✔︎ Interactive Q&A session
Exclusive Masterclass sessions from leading figures stretch beyond the regular ones and dive deeper into Excel’s advanced functionality, covering a range of industry-relevant topics.
Master Excel Power Query essentials
Create your first Power BI report the right way
Building a business case finance model
Transforming your boring Power BI reports to AWESOME
data stories
Data analytics in modern Excel
Impactful data visualisation in Excel for powerful\
communication
Training requirements
Attendees will need an Office Scripts compatible licence in Microsoft 365. Check the current compatible licences. If have the Automate tab in Excel, then you have a compatible licence.
There is no previous coding experience required to attend this Masterclass.
About the trainer
Mark Proctor
Mark Proctor is a qualified accountant, consultant and blogger who has been applying spreadsheet-based solutions to solve real-world problems for over 20 years. Whilst working in the media, food, retail, and manufacturing sectors, he has built extensive dashboard, reporting, and process automation tools to achieve greater business insight and efficiency.
Mark Proctor is also the owner of Excel Off the Grid, which started in October 2016. The site focuses on teaching intermediate and advanced Excel techniques so workplace warriors can become more efficient in Excel.
What people think of
Mark Proctor
★★★★★
I owe my success to this course!
I am very happy to have found Excel off the Grid. I recently implemented an Office Scripts project and I owe my success to it.
★★★★★
Mark explains everything really well!
Mark explains everything really well with lots of great examples to start automating tasks, and even includes a whole section on Power Automate.
Exclusive Masterclass sessions from leading figures stretch beyond the regular ones and dive deeper into Excel’s advanced functionality, covering a range of industry-relevant data visualisation, analytics and Power Query topics.
✔︎ Masterclass with George Mount: Excel Analytics 2.0
✔︎ Masterclass with Ann K. Emery: Designing and Building Interactive Dashboards in Excel
✔︎ Masterclass with Chandeep Chhabra: Advanced Data Cleaning Using M in Power Query
Check out the introductory keynotes from Microsoft and world-renowned MVP Leila Gharani. Software developers showcase add-ins that transcend Excel's limitations, plus robust panel discussions and expert insights complete the Tech & Innovation Track!
✔︎ Keynote by Microsoft: Transforming Excel through research and AI
✔︎ Keynote by Leila Gharani
✔︎ Actionable Data Storytelling in Excel with Zebra AI
✔︎ AI: Sorting fact from fiction
✔︎ Python in Excel: First Steps
✔︎ Teaching Excel with AI
✔︎ Is AI taking over the role of the data analyst?
✔︎ How to build re-usable Excel automations with AI
✔︎ Empowering learners to Excel with digital skills certifications
✔︎ Kids meet spreadsheets
✔︎ Corporate charts inspired by social media
✔︎ ChatGPT: Match Made in Heaven or Hell..?
✔ Turn Excel models into Web apps: features, sharing, monetization
✔ Panel discussion: The future of Excel in an AI world
✔ Panel discussion: Does being Excel-certified matter?
Harness the power of Excel and Power BI for budgeting, forecasting, and modelling. You'll master dashboards, P&L statements, and learn to build bullet-proof models that won't disintegrate!
✔ Client's perspectives on quality — lessons from a career in financial modelling and what that means for the future
✔ Dynamic Arrays - A financial modelling game changer
✔Upgrading financial modelling — how, who, and why?
✔ Fivecasting: One Better than Forecasting
✔ A bank’s perspective on Excel and AI
Showcase your data with insightful visuals and learn the secrets of presenting it for effective communication. You'll also create custom charts, intuitive analytic experiences, and write DAX expressions for true flexibility!
✔ Is this an Excel chart?!? - 5 ways to take your boring charts to the NEXT Level
✔ Interactive Data Visualisation for decision support using Excel
✔ How to create an intuitive analytic experience in Excel using Script Labs
✔ Dynamic dashboard creation for KPI reporting using Power BI
Expand your understanding of Power Query, Power Pivot, Power BI, and Power Automate. You'll arm yourself with the latest time-saving functionalities, powerful visualisations & expert techniques.
✔ Why use Power Query to solve practical data cleaning problems?
✔ 5 Things every Excel user should know about Power BI
✔ Using Git in Power BI for effective teamwork and version control
✔ Overcoming real-world problems with Power BI
✔ Power Query on Excel for Mac
Discover the Excel hacks and best practices that empower you to do more with less. Whether it's formulas, keyboard shortcuts, or named ranges, you'll turbocharge your workflow!
✔ Optimising the Monetisation of Spreadsheets
✔ LAMBDA - There is no stopping you
✔The *NEVER SEEN* Tips & Tricks by Bob Umlas
✔ Converting spreadsheets into web apps; 3 apps in fifteen minutes
✔ 5 ways for analysts to leverage 'Analyze Data’ in Excel
✔Combine Data in Excel Like A Pro
✔ Why VLOOKUP when there is Power Query?
Discover the Excel hacks and best practices that empower you to do more with less. Whether it's formulas, keyboard shortcuts, or named ranges, you'll turbocharge your workflow!
✔ Excel Analytics 2.0 with George Mount
✔ Designing and Building Interactive Dashboards in Excel with Ann K. Emery
✔ Advanced Data Cleaning Using M in Power Query with Chandeep Chhabra
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