Flow / Power Automate - Excel: Link Excel Scripts and Power Automate Flows Video

Discover the world of automation with Microsoft Excel and Power Automate! Learn how to schedule the execution of an Excel script, automate filtering actions for US orders with pending payments, and create a clickable button to run the script easily. With these powerful tools, you can automate repetitive tasks and save valuable time. Happy automating!

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  • 238 views

Objectifs :

This video aims to teach viewers how to automate the execution of an Excel script using Microsoft Power Automate, specifically focusing on scheduling tasks and creating a functional workflow for managing customer orders.

Chapitres :

  1. Introduction to Automation with Excel and Power Automate
    Welcome to the world of automation with Microsoft Excel and Power Automate. In this video, we will explore how to schedule the execution of an Excel script using Power Automate. Understanding the distinction between a script and the automation work button is crucial. The script is akin to a Macro written in VBA, designed to generate the actions that need to be automated.
  2. Understanding Scripts and Automation Work Button
    The automation work button allows you to create a flow from a template associated with your workbook or select a template that can be modified in Power Automate. In this example, we will focus on using Power Automate solely to trigger the Excel script on a scheduled basis.
  3. Scenario: Automating Customer Order Management
    Imagine managing an Excel file containing a list of customer orders, including details such as order date, status, and delivery country. The goal is to automate a filtering script for U.S. orders with pending payments.
  4. Steps to Create and Schedule the Script
    Follow these simple steps to create and schedule your script: 1. Click on the 'Automate' tab in the Excel ribbon. 2. If the tab is not visible, customize the display by right-clicking on one of the menus in the ribbon. 3. You will find sample scripts, but for this case, create your own script. 4. Choose to record the actions for simplicity. 5. Start the recording and perform the filtering actions in your workbook, filtering by country (U.S.) and by status (pending payment). 6. Stop the recording once the actions are complete.
  5. Editing and Organizing the Script
    If necessary, you can edit the script in VBA or simply rename it for better organization. To facilitate easy execution, add a clickable button directly in the workbook to run the script.
  6. Scheduling the Script Execution
    To schedule the execution of the script: 1. Click on 'Automate Work'. 2. Select 'Schedule an Office Script to run in Excel' from the list of templates. 3. Rename the flow if needed and click 'Next'. 4. For this example, set the script to execute every week starting from November 1st. 5. Choose the script you designed and confirm the setup of the flow.
  7. Testing the Scheduled Flow
    To test the button: 1. Manually remove the filters and click the button to check its functionality. 2. If the button changes proportions due to row hiding, adjust its properties to disable automatic movement and resizing. 3. Test again to ensure everything works correctly.
  8. Verifying Script Functionality
    Once the scheduled flow is created in Power Automate, run it. After successful execution, open the Excel file to confirm that the script has run correctly. To ensure the script functions as intended, change the status of an order and run the flow again to verify that the modified row disappears as expected.
  9. Conclusion
    There you have it—a functional example of a planned Excel script via Power Automate. With these powerful tools, you can automate repetitive tasks and save valuable time. Happy automating!

FAQ :

What is Power Automate used for?

Power Automate is used to create automated workflows between different applications and services, allowing users to automate repetitive tasks and improve efficiency.

How do I create a script in Excel?

You can create a script in Excel by using the Automate tab in the ribbon, either by writing it in VBA or by recording your actions to automate specific tasks.

What is the difference between a script and a macro?

A script is a set of instructions written in a programming language like VBA, while a macro is a specific type of script that automates repetitive tasks in Excel.

Can I schedule a script to run automatically in Excel?

Yes, you can schedule a script to run automatically in Excel using Power Automate by selecting the 'Schedule an Office Script to run in Excel' option.

What should I do if my button in Excel changes size?

If your button changes size due to row hiding, you can adjust its properties to disable automatic movement and resizing.

Quelques cas d'usages :

Automating Customer Order Management

A business can use Power Automate to schedule a script that filters customer orders in Excel based on payment status, allowing for efficient tracking of pending payments and improving cash flow management.

Weekly Reporting

A finance team can automate the generation of weekly reports by scheduling an Excel script that compiles and filters data, saving time and ensuring consistency in reporting.

Data Cleanup

An analyst can create a scheduled script to automatically filter out outdated or irrelevant data from a large dataset in Excel, ensuring that only current information is available for analysis.

Inventory Management

A retail manager can use Power Automate to schedule a script that updates inventory levels in Excel based on sales data, helping to maintain accurate stock levels and streamline reordering processes.

Glossaire :

Automation

The use of technology to perform tasks with minimal human intervention, often to increase efficiency and reduce errors.

Microsoft Excel

A spreadsheet program developed by Microsoft that allows users to organize, format, and calculate data with formulas.

Power Automate

A cloud-based service that allows users to create automated workflows between applications and services to synchronize files, get notifications, and collect data.

Script

A set of instructions written in a programming language (like VBA) that automates tasks in Excel.

VBA (Visual Basic for Applications)

A programming language developed by Microsoft that is primarily used for writing macros to automate tasks in Microsoft Office applications.

Flow

A workflow created in Power Automate that automates processes across different applications.

Template

A pre-designed document or workflow that can be customized to meet specific needs.

Filtering

The process of displaying only the data that meets certain criteria in a dataset.

Scheduled Execution

The process of setting a specific time for a script or task to run automatically.

résultat(s)
00:00:08
In this video,
00:00:09
we will discover how to schedule the execution
00:00:12
of an Excel script with power automate.
00:00:15
You must distinguish two things here.
00:00:17
The script is a program similar to a Macro written in
00:00:21
VB A which will generate the actions to be automated.
00:00:25
The automate work button will allow you either to create a flow from a
00:00:29
template associated with this workbook and other
00:00:32
Microsoft 365 applications or to select a template
00:00:37
that you can then modify and adapt in power automate. In
00:00:40
this example,
00:00:41
we will use power automate solely to trigger the Excel script in a scheduled manner.
00:00:48
Imagine you are managing an Excel file containing a list
00:00:51
of customer orders with data such as the order,
00:00:54
date status and delivery country.
00:00:57
You want to automate a filtering script for us orders with pending payments.
00:01:02
Follow these simple steps.
00:01:04
Click on the automate tab in the Excel ribbon.
00:01:08
If this tab is not visible,
00:01:10
customize the display by right clicking on one of the menus
00:01:14
in the automate ribbon,
00:01:15
you will find sample scripts.
00:01:17
However, for our case, you will create your own script.
00:01:21
You can either write it in VB A language or record the actions to be automated.
00:01:26
Choose the recording option for simplicity,
00:01:28
start the recording and perform the filtering actions in your workbook,
00:01:32
filtering by country us and by status pending payment.
00:01:39
Stop the recording. Once the actions are complete.
00:01:42
If necessary, you can edit the script in VB A
00:01:45
or simply rename it for better organization.
00:01:50
Add a clickable button directly in the workbook to run the script easily
00:01:54
to schedule the execution of the script.
00:01:56
Click on automate work,
00:01:58
then select schedule an office script to run in Excel from the list of templates
00:02:04
if needed, rename the flow and click next.
00:02:07
For this example, we execute this script every week starting from November 1st
00:02:13
choose the script we designed, then confirm the set up of the flow
00:02:19
to test the button.
00:02:20
Manually remove the filters and click the button to check its functionality.
00:02:26
If the button changes proportions due to row hiding,
00:02:29
adjust its properties to disable automatic movement and resizing
00:02:35
test again to ensure everything works correctly.
00:02:41
Once the scheduled flow is created in power, automate, run it.
00:02:47
Once the execution is successfully completed,
00:02:50
open the Excel file and you will see that the script has run correctly
00:02:55
to ensure the script functions correctly.
00:02:57
We will proceed with a second verification,
00:03:00
change the status of an order and run the flow
00:03:02
again to verify that the modified row disappears as expected.
00:03:09
There you have it a functional example of a Planned Excel script via power automate.
00:03:14
With these powerful tools,
00:03:16
you can automate repetitive tasks and save valuable time, happy automating.

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résultat(s)
00:00:03
Bem-vindo ao mundo da automação com o Microsoft Excel e o Power Automate.
00:00:08
Neste vídeo,
00:00:09
vamos descobrir como agendar a execução
00:00:12
de um script Excel com power automate.
00:00:15
Há que distinguir duas coisas aqui.
00:00:17
O guião é um programa semelhante a um Macro escrito em
00:00:21
VB A que irá gerar as ações a automatizar.
00:00:25
O botão automatizar trabalho permitirá que você crie um fluxo a partir de um
00:00:29
modelo associado a esta pasta de trabalho e outros
00:00:32
Aplicações do Microsoft 365 ou para seleccionar um modelo
00:00:37
que pode então modificar e adaptar em power automatize. Em
00:00:40
este exemplo,
00:00:41
usaremos o power automate apenas para acionar o script do Excel de maneira programada.
00:00:48
Imagine que está a gerir um ficheiro Excel que contém uma lista
00:00:51
de encomendas de clientes com dados como o pedido,
00:00:54
estado da data e país de entrega.
00:00:57
Pretende automatizar um script de filtragem para nós encomendas com pagamentos pendentes.
00:01:02
Siga estes passos simples.
00:01:04
Clique no separador Automatizar na faixa de Opções do Excel.
00:01:08
Se este separador não estiver visível,
00:01:10
personalizar o visor clicando com o botão direito do rato num dos menus
00:01:14
na faixa de opção automatizar,
00:01:15
encontrará exemplos de scripts.
00:01:17
No entanto, para o nosso caso, criará o seu próprio script.
00:01:21
Pode escrevê-lo na linguagem VB A ou registar as ações a automatizar.
00:01:26
Escolha a opção de gravação para simplificar,
00:01:28
iniciar a gravação e executar as ações de filtragem na pasta de trabalho,
00:01:32
filtragem por país e por estado pendente de pagamento.
00:01:39
Pare a gravação. Assim que as ações estiverem concluídas.
00:01:42
Se necessário, pode editar o script no VB A
00:01:45
ou simplesmente renomeá-lo para uma melhor organização.
00:01:50
Adicione um botão clicável diretamente na pasta de trabalho para executar o script facilmente
00:01:54
agendar a execução do guião.
00:01:56
Clique em automatizar o trabalho,
00:01:58
em seguida, seleccione agendar um script de escritório para executar no Excel a partir da lista de modelos
00:02:04
se necessário, renomeie o fluxo e clique em Avançar.
00:02:07
Para este exemplo, executamos este script todas as semanas a partir de 1 de novembro
00:02:13
escolha o script que projetamos e confirme a configuração do fluxo
00:02:19
para testar o botão.
00:02:20
Remova manualmente os filtros e clique no botão para verificar a sua funcionalidade.
00:02:26
Se o botão mudar de proporção devido à ocultação da linha,
00:02:29
ajustar as suas propriedades para desactivar o movimento automático e o redimensionamento
00:02:35
testar novamente para garantir que tudo funciona corretamente.
00:02:41
Assim que o fluxo programado for criado na energia, automatize, execute-o.
00:02:47
Uma vez concluída com êxito a execução,
00:02:50
abra o arquivo do Excel e verá que o script foi executado corretamente
00:02:55
para garantir que o script funcione corretamente.
00:02:57
Vamos proceder a uma segunda verificação,
00:03:00
alterar o estado de uma encomenda e executar o fluxo
00:03:02
novamente para verificar se a linha modificada desaparece conforme o esperado.
00:03:09
Aí está um exemplo funcional de um script Planned Excel via power automate.
00:03:14
Com estas ferramentas poderosas,
00:03:16
pode automatizar tarefas repetitivas e poupar tempo valioso, automatização feliz.

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résultat(s)
00:00:03
Benvenuto nel mondo dell'automazione con Microsoft Excel e Power Automate.
00:00:08
In questo video,
00:00:09
scopriremo come programmare l'esecuzione
00:00:12
di uno script Excel con power automate.
00:00:15
Qui devi distinguere due cose.
00:00:17
Lo script è un programma simile a una Macro scritta in
00:00:21
VB A che genererà le azioni da automatizzare.
00:00:25
Il pulsante di automatizzazione del lavoro ti consentirà di creare un flusso da un
00:00:29
modello associato a questa cartella di lavoro e ad altre
00:00:32
applicazioni Microsoft 365 o per selezionare un modello
00:00:37
che puoi quindi modificare e adattare in Power Automate. In
00:00:40
questo esempio,
00:00:41
useremo power automate esclusivamente per attivare lo script Excel in modo pianificato.
00:00:48
Immagina di gestire un file Excel contenente un elenco
00:00:51
degli ordini dei clienti con dati come l'ordine,
00:00:54
stato della data e paese di consegna.
00:00:57
Desideri automatizzare uno script di filtraggio per i nostri ordini con pagamenti in sospeso.
00:01:02
Segui questi semplici passaggi.
00:01:04
Fai clic sulla scheda Automatizza nella barra multifunzione di Excel.
00:01:08
Se questa scheda non è visibile,
00:01:10
personalizza la visualizzazione facendo clic con il pulsante destro del mouse su uno dei menu
00:01:14
nella barra multifunzione automatizzata,
00:01:15
troverai degli script di esempio.
00:01:17
Tuttavia, nel nostro caso, creerai il tuo script.
00:01:21
Puoi scriverlo in linguaggio VB A o registrare le azioni da automatizzare.
00:01:26
Scegli l'opzione di registrazione per semplicità,
00:01:28
avvia la registrazione ed esegui le azioni di filtro nella cartella di lavoro,
00:01:32
filtraggio per Paese (Stati Uniti) e per status (in attesa di pagamento).
00:01:39
Interrompi la registrazione. Una volta completate le azioni.
00:01:42
Se necessario, è possibile modificare lo script in VB A
00:01:45
o semplicemente rinominarlo per una migliore organizzazione.
00:01:50
Aggiungi un pulsante cliccabile direttamente nella cartella di lavoro per eseguire facilmente lo script
00:01:54
per pianificare l'esecuzione dello script.
00:01:56
Fai clic su Automatizza il lavoro,
00:01:58
quindi seleziona pianifica uno script per ufficio da eseguire in Excel dall'elenco dei modelli
00:02:04
se necessario, rinomina il flusso e fai clic su Avanti.
00:02:07
Per questo esempio, eseguiamo questo script ogni settimana a partire dal 1° novembre
00:02:13
scegliamo lo script che abbiamo progettato, quindi confermiamo l'impostazione del flusso
00:02:19
per testare il pulsante.
00:02:20
Rimuovi manualmente i filtri e fai clic sul pulsante per verificarne la funzionalità.
00:02:26
Se le proporzioni del pulsante cambiano a causa della nascondimento delle righe,
00:02:29
modificane le proprietà per disattivare il movimento e il ridimensionamento automatici
00:02:35
riprova per assicurarti che tutto funzioni correttamente.
00:02:41
Una volta creato il flusso pianificato, automatizzalo ed eseguilo.
00:02:47
Una volta completata con successo l'esecuzione,
00:02:50
apri il file Excel e vedrai che lo script è stato eseguito correttamente
00:02:55
per garantire il corretto funzionamento dello script.
00:02:57
Procederemo con una seconda verifica,
00:03:00
modificare lo stato di un ordine ed eseguire il flusso
00:03:02
nuovamente per verificare che la riga modificata scompaia come previsto.
00:03:09
Ecco un esempio funzionale di uno script Planned Excel tramite power automate.
00:03:14
Con questi potenti strumenti,
00:03:16
puoi automatizzare le attività ripetitive e risparmiare tempo prezioso, grazie all'automazione.

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résultat(s)
00:00:03
Добро пожаловать в мир автоматизации с помощью Microsoft Excel и Power Automate.
00:00:08
В этом видео
00:00:09
мы узнаем, как запланировать исполнение
00:00:12
скрипта Excel с мощной автоматизацией.
00:00:15
Здесь вы должны различать две вещи.
00:00:17
Скрипт представляет собой программу, похожую на макрос, написанный в
00:00:21
VB A, который будет генерировать действия, которые необходимо автоматизировать.
00:00:25
Кнопка «Автоматизировать работу» позволит вам либо создать поток из
00:00:29
шаблон, связанный с этой рабочей книгой и другими
00:00:32
приложения Microsoft 365 или для выбора шаблона
00:00:37
которые затем можно модифицировать и адаптировать в Power Automate. В
00:00:40
в этом примере
00:00:41
мы будем использовать power automate исключительно для запланированного запуска сценария Excel.
00:00:48
Представьте, что вы управляете файлом Excel, содержащим список
00:00:51
заказов клиентов с такими данными, как заказ,
00:00:54
дата, статус и страна доставки.
00:00:57
Вы хотите автоматизировать скрипт фильтрации наших заказов с отложенными платежами.
00:01:02
Выполните следующие простые шаги.
00:01:04
Нажмите на вкладку «Автоматизация» на ленте Excel.
00:01:08
Если эта вкладка не видна,
00:01:10
настройте дисплей, щелкнув правой кнопкой мыши на одном из меню
00:01:14
на ленте автоматизации,
00:01:15
вы найдете примеры сценариев.
00:01:17
Однако в нашем случае вы создадите свой собственный скрипт.
00:01:21
Вы можете написать его на языке VB A или записать действия, которые необходимо автоматизировать.
00:01:26
Для простоты выберите вариант записи,
00:01:28
запустите запись и выполните действия по фильтрации в рабочей книге,
00:01:32
фильтрация по стране, США и статусу в ожидании оплаты.
00:01:39
Остановите запись. Как только действия будут завершены.
00:01:42
При необходимости вы можете отредактировать скрипт в VB A
00:01:45
или просто переименуйте его для лучшей организации.
00:01:50
Добавьте кликабельную кнопку прямо в рабочую книгу, чтобы легко запустить скрипт
00:01:54
чтобы запланировать выполнение сценария.
00:01:56
Нажмите на кнопку «Автоматизировать работу»,
00:01:58
затем выберите запланировать запуск офисного скрипта в Excel из списка шаблонов
00:02:04
при необходимости переименуйте процесс и нажмите «Далее».
00:02:07
В этом примере мы выполняем этот скрипт каждую неделю, начиная с 1 ноября
00:02:13
выберите разработанный нами скрипт и подтвердите настройку потока
00:02:19
чтобы протестировать кнопку.
00:02:20
Вручную удалите фильтры и нажмите кнопку, чтобы проверить ее работоспособность.
00:02:26
Если пропорции кнопки меняются из-за скрытия строк,
00:02:29
отрегулируйте ее свойства, чтобы отключить автоматическое перемещение и изменение размера
00:02:35
проверьте еще раз, чтобы убедиться, что все работает правильно.
00:02:41
Как только запланированный поток будет запущен, автоматизируйте и запустите его.
00:02:47
Как только выполнение будет успешно завершено,
00:02:50
откройте файл Excel, и вы увидите, что скрипт запущен правильно
00:02:55
чтобы обеспечить правильную работу скрипта.
00:02:57
Мы перейдем ко второй проверке,
00:03:00
измените статус заказа и запустите процесс
00:03:02
еще раз, чтобы убедиться, что измененная строка исчезла, как и ожидалось.
00:03:09
Вот вам функциональный пример сценария Planned Excel с помощью power automate.
00:03:14
С помощью этих мощных инструментов
00:03:16
вы можете автоматизировать повторяющиеся задачи и сэкономить драгоценное время, используя автоматизацию.

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résultat(s)
00:00:03
Bienvenido al mundo de la automatización con Microsoft Excel y Power Automate.
00:00:08
En este vídeo,
00:00:09
descubriremos cómo programar la ejecución
00:00:12
de un script de Excel con Power Automate.
00:00:15
Aquí hay que distinguir dos cosas.
00:00:17
El script es un programa similar a una macro escrita en
00:00:21
VB A que generará las acciones que se van a automatizar.
00:00:25
El botón de automatizar el trabajo le permitirá crear un flujo a partir de un
00:00:29
plantilla asociada a este libro de trabajo y a otros
00:00:32
aplicaciones de Microsoft 365 o para seleccionar una plantilla
00:00:37
que luego puede modificar y adaptar en Power Automate. En
00:00:40
este ejemplo,
00:00:41
utilizaremos Power Automate únicamente para activar el script de Excel de forma programada.
00:00:48
Imagine que está administrando un archivo de Excel que contiene una lista
00:00:51
de pedidos de clientes con datos como el pedido,
00:00:54
fecha, estado y país de entrega.
00:00:57
Quieres automatizar un script de filtrado para los pedidos estadounidenses con pagos pendientes.
00:01:02
Sigue estos sencillos pasos.
00:01:04
Haga clic en la pestaña de automatización de la cinta de Excel.
00:01:08
Si esta pestaña no está visible,
00:01:10
personalice la pantalla haciendo clic con el botón derecho en uno de los menús
00:01:14
en la cinta de automatización,
00:01:15
encontrará ejemplos de scripts.
00:01:17
Sin embargo, en nuestro caso, crearás tu propio script.
00:01:21
Puede escribirlo en el idioma VB A o grabar las acciones que se van a automatizar.
00:01:26
Elija la opción de grabación para simplificar,
00:01:28
inicie la grabación y realice las acciones de filtrado en su libro de trabajo,
00:01:32
filtrando por país, EE. UU. y por estado pendiente de pago.
00:01:39
Detenga la grabación. Una vez finalizadas las acciones.
00:01:42
Si es necesario, puede editar el script en VB A
00:01:45
o simplemente cámbiele el nombre para una mejor organización.
00:01:50
Agregue un botón en el que se pueda hacer clic directamente en el libro de trabajo para ejecutar el script fácilmente
00:01:54
para programar la ejecución del script.
00:01:56
Haga clic en automatizar el trabajo,
00:01:58
luego seleccione programar un script de oficina para que se ejecute en Excel de la lista de plantillas
00:02:04
si es necesario, cambie el nombre del flujo y haga clic en Siguiente.
00:02:07
Para este ejemplo, ejecutamos este script cada semana a partir del 1 de noviembre
00:02:13
elegimos el script que diseñamos y, a continuación, confirmamos la configuración del flujo
00:02:19
para probar el botón.
00:02:20
Elimine manualmente los filtros y haga clic en el botón para comprobar su funcionamiento.
00:02:26
Si el botón cambia de proporción debido a la ocultación de la fila,
00:02:29
ajusta sus propiedades para desactivar el movimiento y el cambio de tamaño automáticos
00:02:35
vuelva a realizar la prueba para asegurarse de que todo funciona correctamente.
00:02:41
Una vez que se haya creado el flujo programado en Power, automátelo y ejecútelo.
00:02:47
Una vez que la ejecución se complete con éxito,
00:02:50
abre el archivo de Excel y verás que el script se ha ejecutado correctamente
00:02:55
para garantizar que el script funcione correctamente.
00:02:57
Vamos a proceder a una segunda verificación,
00:03:00
cambiar el estado de un pedido y ejecutar el flujo
00:03:02
nuevamente para verificar que la fila modificada desaparezca como se esperaba.
00:03:09
Ahí tienes un ejemplo funcional de un script de Excel planificado a través de Power Automate.
00:03:14
Con estas poderosas herramientas,
00:03:16
puedes automatizar las tareas repetitivas y ahorrar un tiempo valioso, feliz automatizando.

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