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Automation & Advanced Techniques with Copilot in Excel

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Automation & Advanced Techniques with Copilot in Excel

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Gain insight into a topic and learn the fundamentals.
4.5

69 reviews

Beginner level

Recommended experience

2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

Gain insight into a topic and learn the fundamentals.
4.5

69 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.

Details to know

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Assessments

17 assignmentsΒΉ

AI Graded see disclaimer
Taught in English

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 videosβ€’Total 99 minutes
  • Introduction to Microsoft Excel Certificateβ€’4 minutes
  • Introduction to automation and advanced techniques in Excelβ€’3 minutes
  • Hands-on activity debrief: Creating a macro for professional templatesβ€’5 minutes
  • Activating Excel Copilotβ€’7 minutes
  • Performing basic tasks with Copilotβ€’7 minutes
  • Hands-on activity debrief: Activating Copilotβ€’8 minutes
  • Using Excel macrosβ€’7 minutes
  • Running macros and basics of VBAβ€’7 minutes
  • Hands-on activity debrief: Creating macrosβ€’8 minutes
  • Navigating the VBE and customizing macrosβ€’6 minutes
  • Understanding variables and data typesβ€’7 minutes
  • Hands-on activity debrief: Customizing macros in the Visual Basic Editorβ€’9 minutes
  • Writing code for referencingβ€’7 minutes
  • Writing code and writing data to the workspaceβ€’7 minutes
  • Hands-on activity debrief: Writing and optimizing VBA code with Copilot β€’9 minutes
16 readingsβ€’Total 142 minutes
  • Hands-on activity: Creating a macro for professional templatesβ€’5 minutes
  • Welcome to automation and advanced techniques with Copilot in Excelβ€’5 minutes
  • Introduction to the Coursera Communityβ€’10 minutes
  • Getting started with Copilot in Excel β€’2 minutes
  • How to Get Started with Microsoft Copilotβ€’10 minutes
  • Guide to performing basic tasks using Copilot in Excelβ€’10 minutes
  • Hands-on activity: Activating Copilotβ€’20 minutes
  • Mastering macros in Excelβ€’5 minutes
  • Writing basic VBA codeβ€’5 minutes
  • Discussion: Using VBA in the real worldβ€’10 minutes
  • Hands-on activity: Creating macrosβ€’15 minutes
  • Writing efficient VBA code and leveraging Copilotβ€’5 minutes
  • Hands-on activity: Customizing macros in the Visual Basic Editorβ€’15 minutes
  • Mastering object referencing in VBAβ€’5 minutes
  • Writing and manipulating data in VBAβ€’5 minutes
  • Hands-on activity: Writing and optimizing VBA code with Copilotβ€’15 minutes
5 assignmentsβ€’Total 75 minutes
  • Quiz: Performing basic tasks using Copilot in Excelβ€’12 minutes
  • Quiz: Excel macros basicsβ€’12 minutes
  • Quiz: Macro automation practiceβ€’9 minutes
  • Quiz: VBA programming basics practiceβ€’12 minutes
  • Quiz: Excel macro recording and VBA basicsβ€’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 videosβ€’Total 79 minutes
  • Decision-making with loops β€’7 minutes
  • Decision-making with conditional statementsβ€’7 minutes
  • Using loops to control code flowβ€’6 minutes
  • Hands-on activity debrief: Writing advanced custom VBA codeβ€’11 minutes
  • Applying built-in VBA toolsβ€’6 minutes
  • Understanding arraysβ€’6 minutes
  • Hands-on activity debrief: Built-in functions and arraysβ€’11 minutes
  • Using formulas in VBAβ€’7 minutes
  • Creating custom functionsβ€’7 minutes
  • Hands-on activity debrief: Formulas and UDFsβ€’10 minutes
8 readingsβ€’Total 65 minutes
  • Advanced looping techniques in VBA β€’5 minutes
  • Hands-on activity: Writing advanced custom VBA codeβ€’15 minutes
  • Utilizing more VBA built-in functionsβ€’5 minutes
  • Mastering arrays in VBAβ€’5 minutes
  • Hands-on activity: Built-in functions and arraysβ€’15 minutes
  • Using formulas in VBA codeβ€’5 minutes
  • Applying user-defined functions (UDFs) in VBAβ€’5 minutes
  • Hands-on activity: Formulas and UDFsβ€’10 minutes
4 assignmentsβ€’Total 69 minutes
  • Quiz: VBA programming essentials practiceβ€’15 minutes
  • Quiz: Advanced tools practiceβ€’12 minutes
  • Quiz: Control structuresβ€’12 minutes
  • Quiz: Advanced VBA Programming Essentialsβ€’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 videosβ€’Total 77 minutes
  • ActiveX controls part 1 of 2β€’7 minutes
  • ActiveX controls part 2 of 2β€’7 minutes
  • Creating and customizing Userformsβ€’7 minutes
  • Hands-on activity debrief: Using ActiveX controls and UserFormsβ€’9 minutes
  • Adding functionality to UserFormsβ€’6 minutes
  • Creating PivotTables with VBAβ€’7 minutes
  • Hands-on activity debrief: Edit UserForms and PivotTablesβ€’9 minutes
  • Creating charts and graphs with VBAβ€’7 minutes
  • Debugging and handling errorsβ€’8 minutes
  • Hands-on activity debrief: Editing charts and graphs and debugging codeβ€’11 minutes
10 readingsβ€’Total 85 minutes
  • The difference between Form and ActiveX controlβ€’5 minutes
  • Customizing UserFormsβ€’5 minutes
  • Hands-on-activity: Using ActiveX controls and Userformsβ€’15 minutes
  • Discussion: Automating tasks with macros and VBA using CoPilotβ€’10 minutes
  • Editing data with UserFormsβ€’5 minutes
  • Mastering PivotTablesβ€’5 minutes
  • Hands-on activity: Edit UserForms and PivotTablesβ€’15 minutes
  • Automating charts and graphsβ€’5 minutes
  • Errors and debuggingβ€’5 minutes
  • Hands-on activity: Editing charts and graphs and debugging codeβ€’15 minutes
4 assignmentsβ€’Total 69 minutes
  • Quiz: Formulas and functions practice β€’15 minutes
  • Quiz: Userforms and PivotTablesβ€’12 minutes
  • Quiz: Workflow automationβ€’12 minutes
  • Quiz: UserForms, visualizations, and debuggingβ€’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 videosβ€’Total 86 minutes
  • Applying predictive analysis techniques part 1 of 2β€’7 minutes
  • Applying predictive analysis techniques part 2 of 2β€’6 minutes
  • Hands-on activity debrief: Forecasting techniquesβ€’11 minutes
  • Using Goal Seek for scenario analysisβ€’5 minutes
  • Using Scenario Manager for scenario analysisβ€’7 minutes
  • Using Data Tables for scenario analysisβ€’7 minutes
  • Hands-on activity debrief: Scenario analysis β€’11 minutes
  • Interactive dashboarding fundamentalsβ€’7 minutes
  • Advanced interactive dashboardingβ€’6 minutes
  • Hands-on activity debrief: Practicing interactive dashboard creationβ€’9 minutes
  • Cumulative project debriefβ€’10 minutes
7 readingsβ€’Total 85 minutes
  • Applying Excel analysis tools in the real worldβ€’10 minutes
  • Implementing forecasting models in Excelβ€’10 minutes
  • Hands-on activity: Forecasting techniquesβ€’15 minutes
  • Hands-on activity: Scenario analysis β€’15 minutes
  • Key principles and best practice of dashboard designβ€’10 minutes
  • Hands-on activity: Dashboard designβ€’15 minutes
  • Cumulative project: Discussionβ€’10 minutes
4 assignmentsβ€’Total 60 minutes
  • Quiz: Predictive analysisβ€’12 minutes
  • Quiz: Scenario analysisβ€’9 minutes
  • Quiz: Dashboard designβ€’9 minutes
  • Quiz: Dashboard build and design with predictive and scenario analysisβ€’30 minutes
1 peer reviewβ€’Total 60 minutes
  • Cumulative project: Comprehensive event management toolβ€’60 minutes

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TM
Β·

Reviewed on Jul 15, 2025

Amazing Course. Definitely inspired to learn more!

MD
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Reviewed on Aug 21, 2025

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

Frequently asked questions

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