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Home / Courses / Microsoft Tools / Detail
Microsoft Tools · MIC-54

Automating Excel with Power Automate for Desktop

Automating Excel with Power Automate for Desktop is a hands-on course in building desktop flows that take over repetitive Excel work, from opening, reading, writing and saving files to combining data from many files, emailing reports through Outlook with ZIP attachments and handling errors, all without programming. It suits office staff, accounting and finance teams and IT staff who use Excel regularly.

Updated
Automating Excel with Power Automate for Desktop
From 6,750 THB / person 7,500 −10% excl. VAT 7% · group rates available
Corporate training quote Join the waiting list
PDFDownload the course outline
  • Duration12 hours · 2 days
  • FormatOnsite / live online
  • Next roundOn request
  • CertificateIncluded

Course overview

Plenty of office work in Excel is repeated every day or every week: opening files from several departments, copying data into one place, filtering the rows you need, saving a new file and emailing it to your manager. It takes time and invites mistakes, yet Windows already offers Power Automate for desktop, which lets you build a flow that does the work for you by arranging actions in order without writing code.

This course builds desktop flows for Excel work from the ground up. Learners get to know RPA and today's Power Automate, use variables, datatables, conditions and loops, open, read, write and save files with the Excel actions, loop through many files in a folder, send email through Outlook with ZIP attachments, handle errors and debug so flows run reliably, and meet Copilot in Power Automate for desktop, finishing with a workshop on an automated reporting system. (2 days, 6 hours per day, 12 hours in total, Beginner to Intermediate level.)

What you’ll gain

  • Understand RPA and where Power Automate for desktop sits in Microsoft Power Platform
  • Install and use the flow designer, actions, variables and the recorder
  • Control flow steps with If, Switch, Loop and For each
  • Build flows that open, read, write, save and close Excel files automatically
  • Process many Excel files in a folder and send email through Outlook with attachments
  • Handle errors and debug so flows run reliably
  • Know how to put flows into real use and the licensing limits involved

Who this course is for

  • Office staff who produce the same Excel reports again and again
  • Accounting, finance, purchasing and HR staff who combine data from many files
  • IT staff and system administrators who help users cut repetitive work
  • Teachers, lecturers and anyone who wants to start with RPA without programming

Prerequisites

  • Able to use a Windows computer and manage files and folders
  • Confident in Microsoft Excel, such as tables, basic formulas and filtering
  • No programming experience needed
  • A Windows 11 laptop with desktop Excel on which you can install software

Curriculum

Course Details

This is the 2026 edition of the Automating Excel with Power Automate for Desktop course. It runs for 2 days, 6 hours per day, 12 hours in total (09:00-16:00), building flows hands-on on each learner's own machine, at Beginner to Intermediate level. The content has been reorganised for today's Power Automate for desktop, adding datatables, looping through files in a folder, Run Excel macro, On block error, debugging and Copilot. Cloud templates are now covered only as an overview, as the separate Power Automate Cloud for Business course covers them in full. Running desktop flows from cloud flows needs a premium licence provided by the learner. Learners take home the course handbook, sample Excel files and template flows to adapt to their own work.

Day 1 Desktop Flow Basics and Excel Automation

Section 1: RPA and Today's Power Automate

  • What RPA is, which work suits it and which work should not become a flow
  • How Power Automate in the cloud differs from Power Automate for desktop
  • Its place in Microsoft Power Platform and an overview of licensing
  • Examples of office Excel work that desktop flows can speed up

Section 2: Lab: Installing and Exploring the Flow Designer

  • Install Power Automate for desktop and the browser extension
  • The console and the flow designer: actions, variables and subflows
  • Run, stop and save flows, and use the recorder to capture on-screen steps
  • Lab: build a first flow that shows a message and creates a daily folder

Section 3: Lab: Variables, Lists and Datatables

  • Data types: text, number, datetime, list and datatable
  • Set variable, Increase variable and referencing with %VariableName%
  • Convert text, numbers and dates into the format you need
  • Lab: build a report file name from today's date automatically

Section 4: Lab: If, Switch and Loops

  • If, Else if and Else to branch on conditions
  • Switch when one value has several possible cases
  • Loop, Loop condition and For each to repeat work
  • Lab: loop through a product list and set a status by stock level

Section 5: Lab: Basic Excel Actions

  • Launch Excel with a blank document or an existing file
  • Read from Excel worksheet for a single cell, a range or the whole sheet
  • Get first free row on column and Write to Excel worksheet
  • Set active Excel worksheet, Add new worksheet, Save and Close Excel
  • Lab: append sales records to the end of a table automatically

Section 6: Lab: Combining Data from Several Sheets

  • Read every sheet with Get all Excel worksheets and For each
  • Merge datatables from several sheets and write them to a summary sheet
  • Treat the first row as column names and refer to data by column name
  • Lab: combine sales from every branch into one summary file
Day 2 Real-World Flows: Files, Email and Reliability

Section 7: Lab: Going Further with Excel

  • Find and replace cells in Excel worksheet and Delete from Excel worksheet
  • Get table range from Excel worksheet for Excel tables
  • Run Excel macro when part of the work already uses a macro
  • Filter a datatable before writing it back to Excel
  • Lab: pick out overdue items into a debt follow-up file

Section 8: Lab: Working with Many Files and Folders

  • Get files in folder with a file name filter such as *.xlsx
  • Open files one by one with For each and close them cleanly
  • Copy, move and rename files to archive processed files
  • Lab: combine report files from every department in one folder

Section 9: Lab: Sending Email through Outlook with ZIP Files

  • Launch Outlook and Send email message through Outlook
  • Build the email body from Excel data and attach files
  • ZIP files to compress files before attaching them
  • Lab: send each branch its own report based on a list in Excel

Section 10: Lab: Error Handling and Debugging

  • On block error and the error settings of individual actions
  • Breakpoints, Run from here and checking variable values during a run
  • Write a run log to a file for later checks
  • Lab: keep a flow running when it meets a file it cannot open

Section 11: Copilot and Putting Flows into Real Use

  • Copilot in Power Automate for desktop: build flows and add steps from a description
  • Split flows into subflows and name variables so they are easy to maintain
  • Share flows, and take care with passwords and sensitive data
  • An overview of running desktop flows from cloud flows and the licences required

Section 12: Workshop: An Automated Reporting System

  • Workshop: design a flow from a repetitive Excel task in your own workplace
  • Combine files, summarise data and create a daily report file
  • Compress and email the report, with error handling
  • Present the flow and wrap up with a pre-production checklist

Schedule & training options

For individuals — public rounds

No public rounds are open right now. Join the waiting list and we will contact you first when the next round opens, or ask us on LINE. Or call 02-570-8449 or 088-807-9770

Join the waiting list Ask about rounds

For organisations — in-house / private

  • Tailor the content to your team’s tools and projects
  • Your dates, at your office or live online
  • Quotation with tax ID for procurement
Corporate training quote

Instructors

Frequently asked questions

What is RPA and how can it help with office work?

Robotic Process Automation uses software to carry out repetitive computer tasks for you by following set steps, such as opening files, copying data, filling in forms and sending emails. It suits frequent, rule-based work and cuts both time and typing errors. Power Automate for desktop is Microsoft's RPA tool, in which you build a flow by arranging actions in sequence without writing code.

How do you read and write Excel data with Power Automate for desktop?

Create a new desktop flow and use Launch Excel to open an existing file or a blank document. Then use Read from Excel worksheet to read a single cell, a range or the whole sheet into a variable. To append data, use Get first free row on column to find the first empty row and Write to Excel worksheet to enter the values, then finish with Close Excel and choose to save the file.

Do you need to pay for a licence to use Power Automate for desktop?

You can build and run desktop flows on your own Windows machine without buying an extra licence, which is enough for the Excel work in this course. Premium capabilities, such as running desktop flows from cloud flows, scheduling them or running them unattended, need a Power Automate Premium or Process plan depending on the scenario. Devices with ARM processors are not supported.

Who is the Automating Excel with Power Automate for Desktop course for, and what should I know beforehand?

It suits office staff who produce the same Excel reports repeatedly, accounting, finance, purchasing and HR staff, IT staff who help users cut repetitive work, and teachers or anyone starting out with RPA. You do not need to programme; you just need to be confident with Windows and Excel and have a Windows 11 laptop with desktop Excel on which you can install software.

What will I be able to do after the Automating Excel with Power Automate for Desktop course?

You will be able to build desktop flows that open, read, write and save Excel files, use variables, datatables, conditions and loops, combine data from several sheets or many files in a folder, email reports through Outlook with attachments or ZIP files, and handle errors so flows run reliably. Participants who complete the training receive a Certificate of Completion with its own number, which can be verified online.

Can the Power Automate for desktop for Excel course be run in-house for our team?

Yes. It can be run in-house for your team, with examples adapted to your own work, such as building flows around the report files your team prepares again and again. You can request a quotation from this page, or contact us on LINE @itgenius or by phone on 02-570-8449.

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