Automation & Advanced Techniques with Copilot in Excel

Overview

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

Syllabus

Excel macro recording and VBA basics

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.

Advanced VBA programming essentials

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.

Userforms, visualisations, and debugging

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.

Dashboard build and design with predictive and scenario analysis

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.