Course Description

This one-day Excel 365 Level 4 course is designed for advanced Excel users who build complex models, automate processes, and work with large or connected datasets. Microsoft Copilot is used as a productivity and modelling partner to support automation, scenario analysis, and advanced data transformation while maintaining accuracy and control.

Target Student

This course is suitable for power users, analysts, and professionals who design sophisticated spreadsheets, automate workflows, and support business decision-making using Excel.

Pre-requisites

• Delegates should have completed Excel 365 Level 3 or have equivalent experience, including confident use of advanced formulas, PivotTables, data validation, and auditing tools.

Core Learning Objectives

• Automate and optimise Excel workflows
• Perform advanced scenario and what-if analysis
• Import, transform, and manage external data
• Use Copilot strategically to support advanced Excel tasks

Course Outline

1. Automation and Macros

• Introduction to macros and VBA concepts
• Recording and editing simple macros
• Using Copilot to explain existing VBA and scaffold new code

2. What-If Analysis and Modelling

• Data tables (one- and two-variable)
• Scenario Manager and Goal Seek
• Using Copilot to explore and compare business scenarios

3. Data Import and Power Query

• Importing data from external sources
• Cleaning and transforming data
• Copilot-assisted explanation of query logic

4. Customisation and Controls

• Ribbon customisation
• Form controls and usability considerations
• Copilot suggestions for workflow optimisation

5. Strategic Use of Copilot in Excel

• Translating business questions into Excel models
• Validating Copilot outputs and assumptions
• Documentation, governance, and best practice