First Steps with Office Scripts in Excel

This webinar is designed to provide a hands-on, beginner-friendly introduction to Office Scripts, emphasizing practical applications. It is ideal for Excel power users looking to enhance their efficiency by automating repetitive tasks and streamlining workflows.

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

• The role of Office Scripts in automating repetitive tasks in Excel, and how they compare to traditional tools like VBA.
• How to use the Office Script Recorder to generate scripts for common Excel tasks such as data entry, formatting, and data sorting, with no coding required.
• The core structure of Office Scripts, focusing on the main() function and how it acts as the central control point for automation.
• The benefits of reusable scripts, and how to organize, share, and execute scripts within and across workbooks for team-based automation.

• Record and execute Office Scripts to automate routine tasks in Excel, speeding up your workflow without needing deep programming knowledge.
• Create custom scripts using the main() function, and adjust them for specific tasks, such as cleaning up data, formatting, and report generation.
• Debug and troubleshoot scripts to fix errors or fine-tune automations for more accurate task execution.
• Share and reuse Office Scripts, making automation scalable across your team or organization for consistent results.

Typical job titles might include:

• Data analysts
• Financial analysts
• Marketing coordinators
• Accountants
• Controllers
• Operations analysts

• Office Scripts is available on these versions of Excel. Please make sure you are able to access the Automate tab on your Excel ribbon.
• 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.

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.

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