Automation & Advanced Techniques with Copilot in Excel

This course is part of Microsoft Excel Professional Certificate

Instructor: Microsoft

10,201 already enrolled

Included with

4 modules

Gain insight into a topic and learn the fundamentals.

68 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.

68 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

Category: Automation
Category: Microsoft Copilot
Category: Interactive Data Visualization
Category: Excel Macros
Category: Programming Principles
Category: User Interface (UI)
Category: Predictive Modeling
Category: Forecasting
Category: Scenario Testing
Category: Workflow Management
Category: Debugging
Category: Dashboard Creation

Tools you'll learn

Category: UI Components
Category: Visual Basic (Programming Language)
Category: Microsoft Excel

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

17 assignments¹

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 videosTotal 99 minutes

Introduction to Microsoft Excel Certificate4 minutes
Introduction to automation and advanced techniques in Excel3 minutes
Hands-on activity debrief: Creating a macro for professional templates5 minutes
Activating Excel Copilot7 minutes
Performing basic tasks with Copilot7 minutes
Hands-on activity debrief: Activating Copilot8 minutes
Using Excel macros7 minutes
Running macros and basics of VBA7 minutes
Hands-on activity debrief: Creating macros8 minutes
Navigating the VBE and customizing macros6 minutes
Understanding variables and data types7 minutes
Hands-on activity debrief: Customizing macros in the Visual Basic Editor9 minutes
Writing code for referencing7 minutes
Writing code and writing data to the workspace7 minutes
Hands-on activity debrief: Writing and optimizing VBA code with Copilot 9 minutes

16 readingsTotal 142 minutes

Hands-on activity: Creating a macro for professional templates5 minutes
Welcome to automation and advanced techniques with Copilot in Excel5 minutes
Introduction to the Coursera Community10 minutes
Getting started with Copilot in Excel 2 minutes
How to Get Started with Microsoft Copilot10 minutes
Guide to performing basic tasks using Copilot in Excel10 minutes
Hands-on activity: Activating Copilot20 minutes
Mastering macros in Excel5 minutes
Writing basic VBA code5 minutes
Discussion: Using VBA in the real world10 minutes
Hands-on activity: Creating macros15 minutes
Writing efficient VBA code and leveraging Copilot5 minutes
Hands-on activity: Customizing macros in the Visual Basic Editor15 minutes
Mastering object referencing in VBA5 minutes
Writing and manipulating data in VBA5 minutes
Hands-on activity: Writing and optimizing VBA code with Copilot15 minutes

5 assignmentsTotal 75 minutes

Quiz: Performing basic tasks using Copilot in Excel12 minutes
Quiz: Excel macros basics12 minutes
Quiz: Macro automation practice9 minutes
Quiz: VBA programming basics practice12 minutes
Quiz: Excel macro recording and VBA basics30 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 videosTotal 79 minutes

Decision-making with loops 7 minutes
Decision-making with conditional statements7 minutes
Using loops to control code flow6 minutes
Hands-on activity debrief: Writing advanced custom VBA code11 minutes
Applying built-in VBA tools6 minutes
Understanding arrays6 minutes
Hands-on activity debrief: Built-in functions and arrays11 minutes
Using formulas in VBA7 minutes
Creating custom functions7 minutes
Hands-on activity debrief: Formulas and UDFs10 minutes

8 readingsTotal 65 minutes

Advanced looping techniques in VBA 5 minutes
Hands-on activity: Writing advanced custom VBA code15 minutes
Utilizing more VBA built-in functions5 minutes
Mastering arrays in VBA5 minutes
Hands-on activity: Built-in functions and arrays15 minutes
Using formulas in VBA code5 minutes
Applying user-defined functions (UDFs) in VBA5 minutes
Hands-on activity: Formulas and UDFs10 minutes

4 assignmentsTotal 69 minutes

Quiz: VBA programming essentials practice15 minutes
Quiz: Advanced tools practice12 minutes
Quiz: Control structures12 minutes
Quiz: Advanced VBA Programming Essentials30 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 videosTotal 77 minutes

ActiveX controls part 1 of 27 minutes
ActiveX controls part 2 of 27 minutes
Creating and customizing Userforms7 minutes
Hands-on activity debrief: Using ActiveX controls and UserForms9 minutes
Adding functionality to UserForms6 minutes
Creating PivotTables with VBA7 minutes
Hands-on activity debrief: Edit UserForms and PivotTables9 minutes
Creating charts and graphs with VBA7 minutes
Debugging and handling errors8 minutes
Hands-on activity debrief: Editing charts and graphs and debugging code11 minutes

10 readingsTotal 85 minutes

The difference between Form and ActiveX control5 minutes
Customizing UserForms5 minutes
Hands-on-activity: Using ActiveX controls and Userforms15 minutes
Discussion: Automating tasks with macros and VBA using CoPilot10 minutes
Editing data with UserForms5 minutes
Mastering PivotTables5 minutes
Hands-on activity: Edit UserForms and PivotTables15 minutes
Automating charts and graphs5 minutes
Errors and debugging5 minutes
Hands-on activity: Editing charts and graphs and debugging code15 minutes

4 assignmentsTotal 69 minutes

Quiz: Formulas and functions practice 15 minutes
Quiz: Userforms and PivotTables12 minutes
Quiz: Workflow automation12 minutes
Quiz: UserForms, visualizations, and debugging30 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 videosTotal 86 minutes

Applying predictive analysis techniques part 1 of 27 minutes
Applying predictive analysis techniques part 2 of 26 minutes
Hands-on activity debrief: Forecasting techniques11 minutes
Using Goal Seek for scenario analysis5 minutes
Using Scenario Manager for scenario analysis7 minutes
Using Data Tables for scenario analysis7 minutes
Hands-on activity debrief: Scenario analysis 11 minutes
Interactive dashboarding fundamentals7 minutes
Advanced interactive dashboarding6 minutes
Hands-on activity debrief: Practicing interactive dashboard creation9 minutes
Cumulative project debrief10 minutes

7 readingsTotal 85 minutes

Applying Excel analysis tools in the real world10 minutes
Implementing forecasting models in Excel10 minutes
Hands-on activity: Forecasting techniques15 minutes
Hands-on activity: Scenario analysis 15 minutes
Key principles and best practice of dashboard design10 minutes
Hands-on activity: Dashboard design15 minutes
Cumulative project: Discussion10 minutes

4 assignmentsTotal 60 minutes

Quiz: Predictive analysis12 minutes
Quiz: Scenario analysis9 minutes
Quiz: Dashboard design9 minutes
Quiz: Dashboard build and design with predictive and scenario analysis30 minutes

1 peer reviewTotal 60 minutes

Cumulative project: Comprehensive event management tool60 minutes

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructor

Instructor ratings

(26 ratings)

Microsoft

382 Courses2,701,675 learners

Offered by

Microsoft

Why people choose Coursera for their career

Felipe M.

Learner since 2018

"To be able to take courses at my own pace and rhythm has been an amazing experience. I can learn whenever it fits my schedule and mood."

Jennifer J.

Learner since 2020

"I directly applied the concepts and skills I learned from my courses to an exciting new project at work."

Larry W.

Learner since 2021

"When I need courses on topics that my university doesn't offer, Coursera is one of the best places to go."

Chaitanya A.

"Learning isn't just about being better at your job: it's so much more than that. Coursera allows me to learn without limits."

Learner reviews

5 stars
71.01%
4 stars
18.84%
3 stars
2.89%
2 stars
4.34%
1 star
2.89%

Showing 3 of 68

Reviewed on Jul 15, 2025

Amazing Course. Definitely inspired to learn more!

Frequently asked questions

To access course materials, assignments, and earn a Certificate, you'll need to purchase the Certificate experience when you enroll in a course. Eligible learners may also have the option to start with a Free Trial. Some courses may also offer a Full Course, No Certificate option. This lets you access course materials, submit required assessments, and receive a final grade, but you won't be able to earn or purchase a Certificate.

When you enroll in the course, you get access to all of the courses in the Certificate, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

¹ Some assignments in this course are AI-graded. For these assignments, your data will be used in accordance with Coursera's Privacy Notice.