Streamline Excel: Power Automate Tricks You Need to Know!
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- čas přidán 17. 07. 2024
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Master the art of integrating Excel with Power Automate! Learn to create efficient automations for your Excel tasks, enhancing productivity and accuracy.
🔍 What You'll Discover:
▪️ Easy Excel Automation: Uncover simple methods to automate Excel tasks using Power Automate.
▪️ Two Practical Examples: Explore two real-world automations - recording work hours with a mobile trigger and creating LinkedIn posts directly from an Excel row.
🛠️ Key Highlights:
▪️ Setting up a cloud flow to record working hours on mobile.
▪️ Creating LinkedIn posts from Excel using Power Automate.
▪️ Tips for perfecting your automation flows for maximum efficiency.
Learn to combine Microsoft Excel with Power Automate and get more done! We'll look at two practical examples:
1. Record your working hours. You'll press a button on your mobile when you start and end your work. The time you started and ended your work will automatically be recorded in Excel.
2. You'll create a LinkedIn post directly from your Excel file!
00:00 How to Use Excel in Power Automate
01:20 Record Working Hours on Mobile in Excel with Power Automate
02:32 Create Instant Cloud Flow Triggered from Mobile
05:31 Manually Trigger Flow with Power Automate App on Mobile
06:49 How to Use Functions in Power Automate
09:53 Create a LinkedIn Post from Excel with Power Automate
12:33 How to Run Power Automate Flow from Excel Online
13:56 Wrap Up
LINKS to related videos:
Power Automate Beginner's Guide: • Learn to Use Power Aut...
More Power Automate tutorials: • Power Automate | Flow ...
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#excel #powerautomate
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In case you need to adjust the timestamp for your time zone for the recording of working hours - Update the FormatDateTime expression to this:
formatDateTime(converttimezone(triggerOutputs()['headers']['x-ms-user-timestamp'],'UTC','Central Europe Standard Time'),'hh:mm tt')
- Replace 'Central Europe Standard Time' with the text for your time zone here: docs.microsoft.com/en-us/previous-versions/windows/embedded/gg154758(v=winembedded.80)
Worked great. Thank you!
Just tried this. Thanks
You are simply the best. Wanted to come ask this question only to see my response already pinned.
Nobody beats you, Leila! Not by content, not by charme and certainly no one even close with both... My company has been using many of your ideas directly or as great inspirations for the last couple of years and its getting better and better... Thanks a lot!
Oh wow! Thank you, Gerald!
Could you please do a series of Power Automate Desktop videos. Thanks a lot!
Sure. Will do. Great thing is Power Automate Desktop doesn't need premium access anymore so more people can use it :)
Also I recommend you Jon Levesque, Microsoft guy with a number of Power Automate videos for inspiration and learning
+1
Can we make a workflow by attaching a document and get it signed by my approver with a digital signature and export the signed document to pdf after final approval??
@@InsideMyWall yes
Wow, this is so cool! Power Automate is going to open so many possibilities and with Leila we are going to conquer it easily! Thank you! 👍
Just got this setup for my business. Absolutely brilliant time saver, thank you
It’s an awesome tool! Just started with it a few weeks ago and it is just amazing. I recommend to join the Power Automate community. There are lots of people willing to help you on your questions. For those with coding skills, JSON does not seems to be very hard (I am not an advanced coder so it will take some time for me 😊). And one cool thing is that you can add your flows to your widgets (at least in iOS..). You don’t even need to open the app!!
Thanks for sharing, José!
Hi Leila, I'm a new follower. I work as consultant in management control. Congratulations for your tecnical skills and for your english. For me is a good opportunity also to train my language. You are great!
I have tested the tool to send bulk mails and to send emails with dynamic content (mailto, body...) . It is highly recommended. Thank you for the example with an "expression" section. That's very powerful Leila! A very professional tutorial!
Fantastic!
Leila is just the best. There is nothing she can't do. She's the best.
Thank you! 😊
I really like everything you do and show Leila, with so much joy, profesionallity and ease. You are one of a kind !
Thank you!
You explain things so pleasantly. Thank you for that
Thank you Leila for another great video!
I'm using PowerAutomate myself in my daily work as an Accountant/Controller but not yet with many implementations due to lack of time to search and implement more complex flows. Currently I'm using two flows:
1. A simple flow that sends an email every Monday at 9h00 AM to the same Customer asking for an Open Item list so I can check if they have all invoices from last week booked or if they are missing anything
2. We receive 90% of all invoices from our vendors by email and we have a software for invoice recognition (Readsoft) that interprets all PDF's inside an email thrown at a certain Outlook Folder. The thing is, some vendors send us all invoices inside a ZIP file, so instead of unziping everything manually, I've created a more complex flow that unzips these files and then sends a new email for each PDF inside the ZIP so it can be processed in the right way
I've been seeking some Connectors for PowerAutomate that can deal with PDF files (combine, split, convert) but none is free, so I guess a lot of other automations to the invoices we receive by email will have to wait.
Another cool thing that it's still missing is the ability to automatically create a new Form (Microsoft Forms) based on a pool of questions in some Excel file. For now Power Automate can only work with Forms by collecting answers, not generating the actual Quiz.
Maybe someone here has some knowledge/ideas on how to work around this...
Excellent automation, i am also an accountant, automating my process using power automate.
This is pretty awesome. I've been into automating things for a long time but only learned about Power Automate in the last few days from your videos. For a few years I've had "learn IFTTT" on my to do list but never got around to it. This (Power Automate) seems better and cleaner. I work with PDF files the most so I'll have to look Into what Power Automate can do with them.
Thank you so much for your video's. I recently started to use Power Automate after your first video. I have flows to automatically make received emails into tasks and also ones which run daily to take information from an excel table and email it to an external user.
Very happy to say that Leila is my inspiration
Wow! Power Automate looks really useful.
Thanks , you always upload videos i need to know more for my work👍🏻
I am from Brazil and you are the best, besides inspiring me to learn more and more, not only Excel, but the other Office tools. Tks!
Great to hear, Georgia!
That was really awesome... explained in a very lucid manner.Can we have some more videos with examples where we can also learn to integrate power automate with power BI... Thank you once again for the tutorial...🙂
Sooooo easy to understand with all your videos...Thx a lot.
This is amazing! Thank you so much for sharing this!
I can not wait to see more and what else Power Automate can do!
Glad you like it, Eric! More to come :)
Great news about Power Automate and of course I came to see what Leila has about the tool... et voila!! Thanks!!
Amazing! I am just jumping into PowerAutomate and this is very helpful! Thank you so much
You're very welcome, Gino!
Perfect replacement for Zapier I guess, and ofcourse we wanna see you more often Leila ;-)
Thanks ! That respond my question I did In your previous video!! Maybe just causality or you are the faster teacher in you tube jeje thanks a lot
Incredible thank you
Nice update!.. please do a series of power automated
Great examples! Using IFTTT, and can't wait for MSFT to add more to this
Glad you like it!
I’m in love with excel coz of u!!! Thank u...
You're welcome 😊
Great ideas thanks for sharing
Thanks for useful video 🙏🏼🙏🏼
I was wondering for what I would use power automate, now, im clear, thanks!!
Glad it helps. I'll have more examples in the coming weeks.
Great series
Thanks Leila 💪
Great video made for everybody , all kinds of skills well done
As usual another great tutorial thank you so much
Thank you! Cheers!
Omggggg 😅😅😅😅 looks soooo easy!!! 👏🏻👏🏻👏🏻👏🏻
First to comment 🙈🤘. Thankyou so much your videos have thought me alot wrt all the ms softwares
This is great Leila... I am going to play with Power Automate now :)
Have fun :)
There's a whole new automation world waiting to be explored.
Celia I agree. And it requires a lot of effort to keep up. It just keeps getting better. A huge sea of knowledge out there
it is interesting how you make the actual errors in Power Automate sound so simple to fix :D
Amazing content. Thanks Leila!
My pleasure, Daniel!
Great video, very informative
SHE IS THE BEST !
Thank you very much, Leila, for another great video. I haven't tried this feature of automating the post to LinkedIn. Still, I was wondering if I could create a table, like the one you created, with a URL and a text column, but instead of activating Flow every time I want to post, I'll time it via date and time or better yet, every Tuesday at 8:00 in the morning, for example. This way, I will continue adding rows to the same table, but Flow will automatically push the next row every week.
really good. thanks
That was great Leila!
Thanks Chris 😊
Thanks Leila. Power Automate looks interesting. Thanks for sharing :)) Thumbs up!!
It really is! And much more to learn :)
I'd love to see a power automate video about filtering a Forms Table to the last week of entries and emailing it as a PDF.
thank you
again, wonderful! :) now I was wondering if there is a way to add a "project name" column to the table, so time can be assigned to a specific project. In this case the list of the currently active projects should be selected from another table from the same workbook. As a dropdown (like data validation) or simply listed. Is this possible?
Thank's Leila!!! Power automate can be used to track my productivity. How about if we want to add a free text column for "Activity" so we would know what particular activity we are working on?
Thank You so much. It is very useful. Only I need to change time zone format. Can you please help me with the same?
Thanks for this! Quick question, how do I integrate this flow on recording different tasks? Thanks in advance!
Leila your tutorials are very useful and helping alot our day to day task. If there anyway to send email with power automate whenever excel data is modified or update with the modified data?
I'm not able to use some of the things I learned from your channel because it's either my work doesn't demand it or simply not applicable, but I'll keep on watching anyway. 😅 Thank you Leila for all your videos. 😘
Thank you for your support, Jimmy!
Leila you're simply amazing. Thanks for this but I think some of us who do more data analysis would like to know who Ms Power Automate can help us automate data collections or analysis in anyway. Thanks.
You're most welcome 😊
Good evening Leila, thank you for the videos, I am loving learning the power within Excel and Power Automate. Do you have to have the Power Automate mobile app to collect information to drop into Excel, I'm trying to collect vehicle use data from drivers who may not have the app on their devices. Thanks in advance for your advice
That's a lot consume. Productivity apps just keep getting better and requires a lot of effort to keep up. Thanks for being there for us Leila
Thanks you for the vídeo , Leila!
Do you have a vidro, with tips to use slicers with pivot tablets that have diferentes data sources?
Thanks you
So cool 👍
I love your vdo
I love you ❤️❤️❤️😗
Hi, love your tutorials. Is there any way I can print out your tutorial as I get lost going back and forth on youtube trying to remember what to do?
thank you for the videos with power automate, is it possible to have a video with power automate and file server for instance to save email attachments to a folder and create a list in excel with the filenames and date of creation?
Thanks
Leila, I love your video, they are so helpful! ! I replicated the Working Hours, my time is working properly but my end date advances to the next day, My start date works properly. If I start on March 20th at 7:45 am and end March 20th at 4:pm my end date and time is March 21st at 4:00 pm. I am using the app on my mobile phone for my start and end time. How do I fix this?
Thank you Leila can you do more lectures about power automate to explore other scenarios.
Sure. More to come :)
Hey leila, You are amazing!
Thanks for the amazing learning contect it's always informative.
Please could you help me to break this out. what if i need to add More button like Pause/Resume button (Start, Pause/Resume and End) , I want that flow calculate my working hours only. Not the break time so whenever i go for break i have button to pause my hours and resume when i'm back. also 1 more column where showing total hours. (Like i worked for 5hrs then it shows 5hrs)
Thank you : )
Thanks, NHG
Amazing
Amazing Leila!
What if I track the Teams Status instead of using the app manually? Then I would know when I ended my shift automatically. Is it possible?
That's amazing!!, can we use Power Automate to post some photos to Instagram?
Hi.. your videos are very useful..can u please make videos about AI builder in power automate ?.. Thanks in advance..
How do I change the timezone of the time stamp? There is an expression to convert time zones, but I don't know how to nest (if possible) with the formatdatetime expression.
Hi Leila
Expecting a Power Apps course in Udemy.
Thank you.
You pronounce Z the correct way!
Hi Leila, great video!!! Thank you so much ❤❤❤
I was wondering if you can help me with one flow that i'm stuck? So in my Company we use Forms for people to sign up in our events and I've already create a flow so they receive one e-mail after submit the info, saying that they were signed up to the event.
But now I want to: 1) schedule one e-mail for 1h before the event to the participants and 2) create a certificate from a word template (we use mailing lists now).
If we could create individual pdfs and send these pdfs automatically to the person would be great but not necessary.
Thank you for your help!!!
Leila, do you know if there's any way to refresh Excel workbooks using Power Automate? I have Power Automate set up to automatically download Excel workbooks and then Power Query / Power Pivot to create a dashboard from those workbooks. The last step in the automation chain is setting up an automatic daily refresh after the Power Automate download, but I haven't found a way to automate the workbook refresh. Currently after the Power Automate download is done, I still have to manually open the dashboard to refresh, save, and then close.
You are super 👌 ❤
Thank you so much 😀
Your explanation is awesome, really like the video and ideas,....thanks so much!
Can you please make videos on how to do that using Google as many people like me don't have 365. I find Microsoft products very intrusive when it comes to dealing with privacy,
Thanks Leila
I don't think Google is the answer if you find Microsoft intrusive!
Great
pls make series on power automate desktop
We expect a full course on power automate specially covered business and finance task
Great Content.
Just a Question, what is the minimum O365 License needed to get these features?
Is the $5/Mo. Microsoft 365 Business Basic include these tools?
Could you please make a video on how to copy & paste selected rows and columns only to a new excel sheet ysing power automate.. i need to learn this ..
Hello, just quick question, I'm new with PA so, please,correct me if I'm wrong...
I wanted to work on Power Automate Desktop but I saw that there is some limitation... is it possible that PAD is for Flow on your computer but PA web version is for thing related to teams, Sharepoint etc?
Can you please start Power Automate tutorial
Can u make a video on expression use in power automate
Leila is Power Automate works with Office 2019.?
So More power with power automate :)
Is there a way to do in Excel 2016 also?
So cool! Question- I followed along with you exactly but when I initiated it from my phone the time stamp was 5 hours ahead and when I initiated from my computer it was 18 hours behind my current time. Any idea what setting I need to adjust on my computer?
5 hours ahead makes sense if you are in North America, since the stamp is UTC. This is corrected by modifying the format time minus 5 hours. The 18 hours ahead is a mystery.
Can u do a video for a chain of stakeholders approval process with handphone app approval. Once a approved goes to b and after b approve goes to c. Finally at c, can straight send as email to d for further action each approval process requires to attach file (one pdf and the other word)
Is there anything like Ms 356 Powerautomate in Gsuite?..
Hi Leila, thanks for the video.
I have a use case that I need create an html table for each row in the excel sheet, a separate table for each row and send an email to the owner. Could you please help?
Great video. Question when I run my automate for the time the time stamp is 3hrs ahead of my time. How can I fix that issue l?
Hi is it possible to automate the “refresh connection in excel”?
Very limited use for users without access to OneDrive for Business. How to get a list of files in OneDrive directory and sub directories is not possible.
Very useful!
But with the time recording, I have a problem with standard- / wintertime. :-(
I would guess, since the records are one hour earlier, then they should.
how can i handle this problem in power automate?
Try this - for the time formatting add a time zone conversion: formatDateTime(converttimezone(triggerOutputs()['headers']['x-ms-user-timestamp'],'UTC','Central Europe Standard Time'),'hh:mm tt') - Replace 'Central Europe Standard Time' with the text for your time zone here: docs.microsoft.com/en-us/previous-versions/windows/embedded/gg154758(v=winembedded.80)
@@LeilaGharani the conversion worked just fine, thanks
Can you make a video showing an app that can capture the duration of some activity that we can predefine in this app?