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!

03:22
5 views

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In this video,

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we will discover how to schedule the execution

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of an Excel script with power automate.

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You must distinguish two things here.

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The script is a program similar to a Macro written in

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VB A which will generate the actions to be automated.

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The automate work button will allow you either to create a flow from a

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template associated with this workbook and other

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Microsoft 365 applications or to select a template

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that you can then modify and adapt in power automate. In

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this example,

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we will use power automate solely to trigger the Excel script in a scheduled manner.

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Imagine you are managing an Excel file containing a list

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of customer orders with data such as the order,

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date status and delivery country.

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You want to automate a filtering script for us orders with pending payments.

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Follow these simple steps.

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Click on the automate tab in the Excel ribbon.

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If this tab is not visible,

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customize the display by right clicking on one of the menus

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in the automate ribbon,

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you will find sample scripts.

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However, for our case, you will create your own script.

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You can either write it in VB A language or record the actions to be automated.

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Choose the recording option for simplicity,

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start the recording and perform the filtering actions in your workbook,

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filtering by country us and by status pending payment.

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Stop the recording. Once the actions are complete.

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If necessary, you can edit the script in VB A

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or simply rename it for better organization.

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Add a clickable button directly in the workbook to run the script easily

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to schedule the execution of the script.

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Click on automate work,

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then select schedule an office script to run in Excel from the list of templates

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if needed, rename the flow and click next.

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For this example, we execute this script every week starting from November 1st

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choose the script we designed, then confirm the set up of the flow

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to test the button.

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Manually remove the filters and click the button to check its functionality.

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If the button changes proportions due to row hiding,

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adjust its properties to disable automatic movement and resizing

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test again to ensure everything works correctly.

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Once the scheduled flow is created in power, automate, run it.

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Once the execution is successfully completed,

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open the Excel file and you will see that the script has run correctly

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to ensure the script functions correctly.

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We will proceed with a second verification,

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change the status of an order and run the flow

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again to verify that the modified row disappears as expected.

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There you have it a functional example of a Planned Excel script via power automate.

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With these powerful tools,

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you can automate repetitive tasks and save valuable time, happy automating.

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