SESSION OUTLINE:
When using Excel for reporting, Power Query replaces 80% of the tasks previously performed by VBA macros. But what about the remaining 20%? In this session we look at why technologies such as Office Scripts and Power Automate are not ready to replace VBA, and how to apply the framework of low code/no code environments to optimize our approach to VBA.
SPEAKER PROFILE:
Mark is a qualified accountant and reporting automation consultant who has been designing solutions to solve real-world problems for over 20 years. Whilst working in the media, food, retail, and manufacturing sectors, he has built extensive dashboard and process automation tools to achieve greater business insight and efficiency.
Mark’s primary focus is helping businesses to use the Microsoft “Power” tools (Power Automate, Power BI, Power Query, and Power Pivot) to save time and money. As a Microsoft MVP, Mark is recognized as a community leader who consistently shares knowledge to help workplace warriors to become more efficient in their jobs.
Connect with and follow Mark at:
LinkedIn: linkedin.com/in/markstephenproctor/
Twitter: twitter.com/exceloffthegrid
YouTube: youtube.com/c/exceloffthegrid
Company site: exceloffthegrid.com
Email: mark@exceloffthegrid.com
APPROXIMATE CONTENT TIMESTAMPS
0:00:00 - 0:05:30 Introduction & Sponsors
0:05:30 - 0:08:00 Who's Mark?
0:08:00 - 0:09:15 The One Thing Philosophy
0:09:15 - 0:21:30 Reporting Automation in Excel Overview
0:21:30 - 0:23:00 Power Automate Approach
0:23:00 - 0:25:30 Unix Philosophy
0:25:30 - 0:41:00 Demo: Automation Framework + First Actions
0:41:00 - 0:58:25 Demo: Accounts Receivable Statement Automation
0:58:25 - 1:09:00 Closing
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