Automate Reports in Excel using Office Scripts - Time Saving Tip to Auto Format Reports

Automate the formatting of your reports in Excel using Office Scripts in Microsoft 365 and save valuable time. If you are running reports, exporting them to Excel, and then manually formatting them, then watch this video to learn how to use Office Scripts to auto format your reports with the click of a button. Record all the actions you take, like formatting the header row or adding a calculated column of data, and then apply those same formatting updates to your next report with a single click. By automating these boring repetitive tasks, you will gain so much time to spend on more productive tasks!

If you're using the Work version of Microsoft 365, you'll discover the "Automate" tab in Excel. Please note that the availability of the Automate tab may vary based on your organization's settings. If you have access, you can leverage Office Scripts in both the Web and Desktop App versions of Excel 365.

Join me to walk through a real-world scenario. Imagine running a regular HRIS report and exporting it to Excel. Typically, the exported data lacks the desired formatting and additional columns. We'll transform this raw data into a polished, structured report with ease.

I'll demonstrate how to record an Office Script to automate the entire process. Once your script is ready, you'll only need to execute it on new reports. With a single button click, your formatting, header styles, currency conversion, and additional columns will be applied seamlessly.

Unlock the potential of Office Scripts and revolutionize your HR reporting experience. Start saving time, minimizing errors, and elevating your data management game today!

TIMESTAMPS ⏰
00:00 Automate Reports in Excel with Office Scripts
00:12 Automate Tab in Excel 365
00:45 How to Record an Office Script in Excel 365
02:30 How to Save an Office Script in Excel 365
03:20 How to Run an Office Script in Excel 365

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PLAYLISTS 🎥

[LJC]

I spend a huge amount of time setting up finance reports from CDM+ and now because of this video, I will automate this process. You are Amazing, Sharon!!!

[teerockwell]

what's the advantage of this over macro ?

[eremas]

How to make Purchase Order and automatically generate invoice and subtract products from inventory.

[waleedal-kahef]

Hello, why would an ORG block such useful feature?

[Dexterx]

I don't see the automate tab either on 365 or online