First steps with Power Automate for Excel users

Unlock Excel efficiency. Get started with Power Automate in an hour.
About this Event

This webinar will guide intermediate Excel users through the essentials of creating, managing, and optimizing automated workflows. Learn how to integrate Excel with Power Automate to streamline your data tasks, enhance productivity, and solve complex business challenges effectively.

Recording & downloads

A recording will be made available after the event.
Download files will be shared at the time of the event.

By the end of this free online training, you’ll understand:

The core functionalities of Power Automate in relation to Excel, and how they streamline operations compared to traditional automation tools.
The steps to build and manage automated workflows in Excel, using Power Automate for tasks such as data handling, analysis, and reporting.
The integration possibilities between Excel and external services using Power Automate, simplifying complex business processes.

And you’ll be able to:

Create and execute automated workflows in Excel to perform routine data tasks efficiently, reducing manual effort and minimizing errors.
Design custom automation strategies using advanced features of Power Automate to tackle specific business challenges in data management.
Share and manage Power Automate flows, enabling consistent and scalable automation solutions within your team or organization.

Who this is for

Typical job titles might include:

Data analysts
Financial analysts
Marketing coordinators
Accountants
Controllers
Operations analysts

Prerequisites

Please confirm you have access to Power Automate by logging into make.powerautomate.com.
To make the most of the workshop, you will have some experience in topics such as taking sums and counts, creating calculated columns, and using relative and absolute references in Excel.
It is recommended to attend this workshop on a Windows machine
No other preparation is needed.

About your instructor

George Mount is the founder of Stringfest Analytics. He has over 10 years of experience in data analytics and holds master’s degrees in both finance and information systems from Case Western Reserve University. George is the author of Advancing into Analytics: From Excel to Python and R (O’Reilly, 2021) and Modern Data Analytics in Excel: Using Power Query, Power Pivot, and More for Enhanced Data Analytics (O'Reilly, 2024). He is a recipient of the Most Valuable Professional (MVP) award from Microsoft for technical excellence & community advocacy.

I look forward to seeing you at the event!

If your team is looking for custom training in Modern Excel, check out my corporate workshops.