What is the best way to automate Excel tasks? Is there a tool that do not require coding? Something like Microsoft power Automate? and best way you learned it?

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Record macros?

likefunny

Yeah you click a record button and excel records your actions to be repeated for later use. That’s how macros work in general although they can be modified or written completely in vba.

likehelpful

Interns

likesmart

PowerQuery or record macros. These are strictly for tasks in excel though.

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PQ is good if you’re working with the same kind of data set throughout the year. It will remember the steps you used the first time you made the file so all you need to do is load in the new dataset. Recording macros is more if you’re doing the same repetitive tasks within a file and you want them coded to key command.

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Alteryx

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Junior analyst 👌

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Hard code the hard way

likehelpfulfunny

I wouldn’t say there’s a best, but VBA has amazing support and information for excel if you ever get confused.

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Wise Owl VBA tutorial on YouTube

likehelpful

Record macros.

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Power query.

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Office Script in Power Automate. I just drop files into OneDrive Folders and the Script dose the job for me.

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I love vBA, it’s not hard to learn and once you get the hang of it, you can leverage it for future tasks and just build on from there. It’s worth the time to learn and once you know it, there is no looking back. I have no technology background.

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Teammate analytics is amazing for repetitive tasks and works on different data files

Check out ReportWORQ (www.reportworq.com) if you’re looking for an easy, no code, way to automate distribution of Excel reports.

Think it sort of depends on what you’re trying to do… what are you trying to do?

Python

VBA

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