Excel + Power Automate

Power Automate can coordinate Excel-related actions with other Microsoft 365 services.

Example

New Data Added

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Power Automate Trigger

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Run Office Script

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Update Excel Report

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Refresh/Process Dashboard Data

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Send Notification

Automated Dashboard Refresh

A dashboard workflow may include:

  1. Receive new data.
  2. Run the required processing.
  3. Refresh/update the report.
  4. Update dashboard calculations.
  5. Send a notification.

Important

The exact refresh behavior depends on the data source, Excel environment, connectors, and how the workbook is designed. Not every Excel feature can be refreshed or controlled identically through Power Automate.

Practice

Build a workflow concept where new sales data triggers report processing and sends a completion notification.

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