Automating tasks in Excel 365 (2024)

Excel 365 (2024)    |    Expert
  • 12 videos | 52m 50s
  • Includes Assessment
  • Earns a Badge
  • Certification CPE
Unlock the full potential of Excel 365 by automating repetitive tasks and transforming yourself into an efficiency expert. Discover how to automate basic tasks by creating macros and using the new Office Scripts. First, learn how to confidently activate macros within Excel 365. Then, discover how to record a macro to automate repetitive tasks, saving time and minimizing errors. Once you have created a macro, it's important to know how to save a workbook with macros, maintaining the integrity of your automated processes. This course also covers how to run macros smoothly, and view and modify them to ensure that you can tailor your automated tasks to your specific needs. As you become more proficient, discover the Visual Basic for Applications (VBA) Editor with ease, learning advanced techniques for editing macros to streamline complex tasks. Applying macros across different workbooks will no longer be a challenge as you master the methods to extend automation beyond a single file. Lastly, get an introduction to Office Scripts, a powerful feature of Excel 365. Learn to record, manage, and deploy Office Scripts, enabling cross-platform automation within Excel and OneDrive. This course aligns with the objectives of MO-211: Microsoft Excel Expert (Microsoft 365 Apps). Would you like hands-on practice? Go to the Course Contents pane and download the sample files to follow along with select videos.

WHAT YOU WILL LEARN

  • Discover the key concepts covered in this automating tasks in excel 365 (2024) course
    Enable macros in a workbook and manage macro security settings
    Create a macro by configuring its details and recording actions
    Save a workbook with macros
    Run macros in a worksheet
    Find, view, modify, and delete macros
  • Navigate and discover the vba editor interface
    Edit macros in the vba editor
    Use macros across multiple workbooks
    Open and run office scripts in an excel worksheet
    Record an office script in an excel worksheet
    Edit, share, and manage office scripts in excel

IN THIS COURSE

  • 55s
    This video outlines the key content covered in this Automating tasks in Excel 365 (2024) course, including how to record macros, edit macros with the VBA Editor, and use Office Scripts to automate tasks. FREE ACCESS
  • 6m 3s
    While macros can enhance Excel workbooks by automating certain tasks, they can also pose a security risk. When you open a workbook containing macros, they may be disabled automatically. In this video, you will see how to temporarily enable macros in a workbook, permanently enable macros by making the workbook a trusted document, and manage security settings related to macros. This video aligns with the MO-210 Microsoft Excel Exam objective: Enable macros in a workbook. FREE ACCESS
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    3.  Recording a macro in Excel 365
    4m 7s
    In order to automate tasks more easily you can record macros. Learn how to record macros and perform actions that can be implemented in your Excel workbooks. This video aligns with the MO-211 Microsoft Excel Expert Exam objective: Record simple macros. FREE ACCESS
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    4.  Saving a workbook with macros in Excel 365
    4m 33s
    Once you start recording macros it's important to save your workbook as an Excel macro enabled workbook. Discover how to easily save and identify Excel macro enabled workbooks. FREE ACCESS
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    5.  Running macros in Excel 365
    4m 42s
    Once you've recorded a macro, you can run the macro to perform the recorded tasks. You can also insert buttons to run your macros directly from the worksheet interface. FREE ACCESS
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    6.  Viewing and modifying macros in Excel 365
    4m 12s
    Once you've recorded macros, it's important to know how to find and manage them. Learn how to view macros, modify options for a macro, and remove macros you no longer need. FREE ACCESS
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    7.  Navigating the VBA Editor in Excel 365
    5m 8s
    The Visual Basics Editor is an application easily accessible via Excel to manage your macros and workbook VBA code. Discover how to access the VBA Editor and navigate the key interface tools as well as identify the key tools needed to become familiar with the application layout. FREE ACCESS
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    8.  Editing macros in Excel 365
    4m 15s
    If you find that your macros are not running smoothly or you would like to streamline the actions, you can easily access and edit your macros in the VBA Editor. Learn how to remove unwanted actions and correct errors from your Excel macro document. FREE ACCESS
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    9.  Using macros in different workbooks in Excel 365
    4m 9s
    Rather than creating the same macros over and over, you can easily copy and import macros into other macro files. Learn how to quickly copy, export, import and rename macros in Excel. This video aligns with the MO-211 Microsoft Excel Expert Exam objective: Name simple macros. FREE ACCESS
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    10.  Using Office Scripts in Excel 365
    4m 37s
    Like macros, Office Scripts are programs that run inside of Excel, allowing you to automate tasks. Unlike macros, Office Scripts are stored in OneDrive, so you can easily use them across spreadsheets or even online. In this video, discover how to find Office Scripts and run them in a worksheet. FREE ACCESS
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    11.  Recording Office Scripts in Excel 365
    4m 36s
    You can create your own Office Script without knowing any code. Simply record the actions you would like to include in the Script. Once you have saved your Script on the cloud, you can run it in any worksheet. In this video, discover how to record new Office Scripts. FREE ACCESS
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    12.  Managing Office Scripts in Excel 365
    5m 33s
    Once you have added your own Office Scripts, you can edit them if you need to tweak the code. Learn how to manage scripts in a number of ways, including by adding a button to activate the script and sharing it with others. FREE ACCESS

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