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Discover how to streamline your Excel workflow with this tutorial on automating task management! Perfect for project managers or anyone who needs a more efficient way to handle task lists.
⬇️ Download the script and file here: pages.xelplus.com/automate-scripts-file
🔍 What's Inside:
▪️ Automate Tab in Excel: Explore the Automate tab in Excel for Desktop, a powerful feature for scripting and automation.
▪️ Office Scripts & Power Automate: Learn how to use Office Scripts combined with Power Automate to move completed tasks from one table to another automatically.
▪️ Practical Example: Follow a step-by-step guide to automate moving "finished" tasks from an active task list to an archive table.
▪️ Custom Script Creation: See how to create and tweak a script using Office Scripts' Record Actions feature.
▪️ Scheduled Automation: Set up your script to run automatically every night using Power Automate, ensuring your task list is always up-to-date.
Learn how to use the "record actions" button in Excel Automate tab and record an Office Scripts. With Office Scripts we'll create a macro that works on both Excel desktop and Excel online. In this example, I'll show you how to create a script to automatically move rows from one sheet to another sheet every single day.
Many of us have to maintain and update task or to-do lists in Excel. Wouldn't it be nice if tasks marked as "Complete" or "Done" are moved to an Archive automatically at the end of each day. So, next time you open the task tracker only open tasks are shown on your to-do list?
For example, you've created an Excel table to collect all the tasks your team is working on. At the end of the day, you want to move all the "Complete" or "Done" tasks to another Excel table. Instead of doing it yourself every single day, you can fully automate it. I'll show you how to create an Office Script to move rows from one table and append it to the bottom of another table based on a logic. I'll also show you how to let the script run automatically at a scheduled time using Power Automate. We'll set up a flow that runs the script every day. This way you don't need to worry about running the script yourself. Power Automate will run automatically.
With this tutorial you'll get to learn both Office Scripts and get an introduction to Power Automate and how to create a flow from Excel.
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00:00 Move All Rows with Status Finished Into Another Worksheet
02:00 The task tracker
03:40 Record Actions with Office Scripts
05:23 Testing the Recorded Script
06:20 Understanding Office Scripts Code
07:14 Office Scripts to copy visible range in table
08:28 Append rows to the bottom of a table with Office Scripts
11:17 Loop through a table and delete table rows with Office Scripts
15:12 Power Automate to run the script every day
18:18 Optimize and Debug Code
19:31 Wrap Up
🎬 LINKS to related videos:
Introduction to Office Scripts: youtu.be/fny4zUycp_w
How to use Office Scripts and Power Automate to do Boring Excel Tasks for You: youtu.be/v-_joMcPpLI
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#officescripts #powerautomate #excel
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