Automation & Advanced Techniques with Copilot in Excel

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Automation & Advanced Techniques with Copilot in Excel

This course is part of Microsoft Excel Professional Certificate

Instructor: Microsoft

8,113 already enrolled

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4 modules

Gain insight into a topic and learn the fundamentals.

54 reviews

Beginner level

Recommended experience

2 weeks to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

4 modules

Gain insight into a topic and learn the fundamentals.

54 reviews

Beginner level

Recommended experience

2 weeks to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

What you'll learn

Utilize Excel Macros to automate repetitive tasks and enhance efficiency.
Navigate the Developer tab and use the macro recorder to streamline workflows.
Debug and edit macro code using the VBA editor for optimal performance.
Apply advanced VBA techniques to create custom macros and interactive dashboards.

Skills you'll gain

Tools you'll learn

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

17 assignments¹

AI Graded see disclaimer

Taught in English

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Build your Data Analysis expertise

This course is part of the Microsoft Excel Professional Certificate

When you enroll in this course, you'll also be enrolled in this Professional Certificate.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate from Microsoft

There are 4 modules in this course

This course introduces learners to Excel Macros and VBA, focusing on automating tasks to enhance productivity. Starting with the macro recorder, learners will automate repetitive tasks without needing to write code. They will explore VBA programming fundamentals, such as working with variables, built-in functions, and loops to optimize workflows. Advanced topics include creating interactive dashboards using Excel Copilot, incorporating predictive and scenario analysis, and building user-friendly interfaces with ActiveX controls and UserForms. By the end of the course, learners will be proficient in using Macros and VBA to streamline tasks and create dynamic Excel solutions.

By the end of the course, you’ll be able to: - Utilize Excel Macros to automate repetitive tasks and enhance efficiency. - Navigate the Developer tab and use the macro recorder to streamline workflows. - Debug and edit macro code using the VBA editor for optimal performance. - Apply advanced VBA techniques to create custom macros and interactive dashboards. - Develop interactive dashboards. Tools you’ll use: - Microsoft Excel - Copilot in Excel - Excel Macros - Visual Basic for Applications (VBA) - ActiveX Controls Required Course Materials: A Copilot license is required to complete this course. If you don’t have a Microsoft 365 Personal or Family license, you can start a free 30-day trial using the link provided in the course.

This module focuses on leveraging Excel macros to automate repetitive tasks and enhance efficiency. You will use the macro recorder to capture actions and automate tasks without needing to write code.

What's included

15 videos16 readings5 assignments

15 videos Total 99 minutes

Introduction to Microsoft Excel Certificate 4 minutes
Introduction to automation and advanced techniques in Excel 3 minutes
Hands-on activity debrief: Creating a macro for professional templates 5 minutes
Activating Excel Copilot 7 minutes
Performing basic tasks with Copilot 7 minutes
Hands-on activity debrief: Activating Copilot 8 minutes
Using Excel macros 7 minutes
Running macros and basics of VBA 7 minutes
Hands-on activity debrief: Creating macros 8 minutes
Navigating the VBE and customizing macros 6 minutes
Understanding variables and data types 7 minutes
Hands-on activity debrief: Customizing macros in the Visual Basic Editor 9 minutes
Writing code for referencing 7 minutes
Writing code and writing data to the workspace 7 minutes
Hands-on activity debrief: Writing and optimizing VBA code with Copilot 9 minutes

16 readings Total 142 minutes

Hands-on activity: Creating a macro for professional templates 5 minutes
Welcome to automation and advanced techniques with Copilot in Excel 5 minutes
Introduction to the Coursera Community 10 minutes
Getting started with Copilot in Excel 2 minutes
How to Get Started with Microsoft Copilot 10 minutes
Guide to performing basic tasks using Copilot in Excel 10 minutes
Hands-on activity: Activating Copilot 20 minutes
Mastering macros in Excel 5 minutes
Writing basic VBA code 5 minutes
Discussion: Using VBA in the real world 10 minutes
Hands-on activity: Creating macros 15 minutes
Writing efficient VBA code and leveraging Copilot 5 minutes
Hands-on activity: Customizing macros in the Visual Basic Editor 15 minutes
Mastering object referencing in VBA 5 minutes
Writing and manipulating data in VBA 5 minutes
Hands-on activity: Writing and optimizing VBA code with Copilot 15 minutes

5 assignments Total 75 minutes

Quiz: Performing basic tasks using Copilot in Excel 12 minutes
Quiz: Excel macros basics 12 minutes
Quiz: Macro automation practice 9 minutes
Quiz: VBA programming basics practice 12 minutes
Quiz: Excel macro recording and VBA basics 30 minutes

In this module, you will learn the fundamentals of VBA programming, including how to declare variables to store and manipulate data effectively. We will cover the use of built in VBA functions and how to implement conditional statements, such as loops, to automate repetitive tasks and enhance decision-making processes. By the end of this module, you will be equipped with the skills to create more efficient and dynamic Excel solutions using VBA.

What's included

10 videos8 readings4 assignments

10 videos Total 79 minutes

Decision-making with loops 7 minutes
Decision-making with conditional statements 7 minutes
Using loops to control code flow 6 minutes
Hands-on activity debrief: Writing advanced custom VBA code 11 minutes
Applying built-in VBA tools 6 minutes
Understanding arrays 6 minutes
Hands-on activity debrief: Built-in functions and arrays 11 minutes
Using formulas in VBA 7 minutes
Creating custom functions 7 minutes
Hands-on activity debrief: Formulas and UDFs 10 minutes

8 readings Total 65 minutes

Advanced looping techniques in VBA 5 minutes
Hands-on activity: Writing advanced custom VBA code 15 minutes
Utilizing more VBA built-in functions 5 minutes
Mastering arrays in VBA 5 minutes
Hands-on activity: Built-in functions and arrays 15 minutes
Using formulas in VBA code 5 minutes
Applying user-defined functions (UDFs) in VBA 5 minutes
Hands-on activity: Formulas and UDFs 10 minutes

4 assignments Total 69 minutes

Quiz: VBA programming essentials practice 15 minutes
Quiz: Advanced tools practice 12 minutes
Quiz: Control structures 12 minutes
Quiz: Advanced VBA Programming Essentials 30 minutes

This module, you will learn the essentials of using Active X controls, design Userforms and implement effective error handling. We will also explore workflow automation techniques through the use of user forms, allowing you to build interactive and user-friendly Excel applications. By the end of this module, you will have the skills to enhance productivity and streamline processes using VBA in Excel.

What's included

10 videos10 readings4 assignments

10 videos Total 77 minutes

ActiveX controls part 1 of 2 7 minutes
ActiveX controls part 2 of 2 7 minutes
Creating and customizing Userforms 7 minutes
Hands-on activity debrief: Using ActiveX controls and UserForms 9 minutes
Adding functionality to UserForms 6 minutes
Creating PivotTables with VBA 7 minutes
Hands-on activity debrief: Edit UserForms and PivotTables 9 minutes
Creating charts and graphs with VBA 7 minutes
Debugging and handling errors 8 minutes
Hands-on activity debrief: Editing charts and graphs and debugging code 11 minutes

10 readings Total 85 minutes

The difference between Form and ActiveX control 5 minutes
Customizing UserForms 5 minutes
Hands-on-activity: Using ActiveX controls and Userforms 15 minutes
Discussion: Automating tasks with macros and VBA using CoPilot 10 minutes
Editing data with UserForms 5 minutes
Mastering PivotTables 5 minutes
Hands-on activity: Edit UserForms and PivotTables 15 minutes
Automating charts and graphs 5 minutes
Errors and debugging 5 minutes
Hands-on activity: Editing charts and graphs and debugging code 15 minutes

4 assignments Total 69 minutes

Quiz: Formulas and functions practice 15 minutes
Quiz: Userforms and PivotTables 12 minutes
Quiz: Workflow automation 12 minutes
Quiz: UserForms, visualizations, and debugging 30 minutes

This module covers the practical aspects of creating an interactive dashboard using Excel Copilot, integrating predictive and scenario analysis techniques. You will create dynamic dashboards and incorporate interactive elements such as slicers and filters.

What's included

11 videos7 readings4 assignments1 peer review

11 videos Total 86 minutes

Applying predictive analysis techniques part 1 of 2 7 minutes
Applying predictive analysis techniques part 2 of 2 6 minutes
Hands-on activity debrief: Forecasting techniques 11 minutes
Using Goal Seek for scenario analysis 5 minutes
Using Scenario Manager for scenario analysis 7 minutes
Using Data Tables for scenario analysis 7 minutes
Hands-on activity debrief: Scenario analysis 11 minutes
Interactive dashboarding fundamentals 7 minutes
Advanced interactive dashboarding 6 minutes
Hands-on activity debrief: Practicing interactive dashboard creation 9 minutes
Cumulative project debrief 10 minutes

7 readings Total 85 minutes

Applying Excel analysis tools in the real world 10 minutes
Implementing forecasting models in Excel 10 minutes
Hands-on activity: Forecasting techniques 15 minutes
Hands-on activity: Scenario analysis 15 minutes
Key principles and best practice of dashboard design 10 minutes
Hands-on activity: Dashboard design 15 minutes
Cumulative project: Discussion 10 minutes

4 assignments Total 60 minutes

Quiz: Predictive analysis 12 minutes
Quiz: Scenario analysis 9 minutes
Quiz: Dashboard design 9 minutes
Quiz: Dashboard build and design with predictive and scenario analysis 30 minutes

1 peer review Total 60 minutes

Cumulative project: Comprehensive event management tool 60 minutes

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Instructor

Instructor ratings

(24 ratings)

Microsoft

287 Courses 2,382,020 learners

Offered by

Microsoft

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Reviewed on Jul 15, 2025

Amazing Course. Definitely inspired to learn more!

Reviewed on Aug 21, 2025

Course is good. Stress on CoPilot is more than required.

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Frequently asked questions

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

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