05 AI Macros Excel Course

Using AI to Create Excel Macros and VBA Code

Automate repetitive Excel tasks without learning to program from scratch. This course teaches your team to use Copilot to write, explain and debug VBA code, then check and adapt it with confidence, turning hours of manual reporting into a single click.

By the end of this course, your team will be able to:

Use Copilot to generate macros and VBA code from plain-English prompts
Read and understand the code AI produces, and adapt it to their own workbooks
Test and debug VBA code, with Copilot as a troubleshooting assistant
Automate repetitive tasks such as formatting, cleaning and consolidating data
Build reliable macros that handle errors and changing data

Prerequisite:
Participants should be confident Excel users at Advanced level. No VBA or programming experience is needed. Each participant will need access to Microsoft 365 Copilot.

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Who This Course Is For

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This course suits teams that spend hours on repetitive Excel work and want to automate it, without learning to program from scratch. It’s ideal for:

Finance and accounting teams automating month-end reports and reconciliations
HR and payroll teams processing recurring staff data
Operations and admin teams cleaning, formatting and consolidating data
Analysts and report writers producing the same reports every week or month
Teams with a Microsoft 365 Copilot licence who want to put it to practical use

Participants should already be confident Excel users at Advanced level. If your team wants full programming skills instead, our Excel VBA course teaches VBA from the ground up.

What you will learn

Topics Covered

Getting Started with AI and VBA

Prompting Copilot for VBA

Generating Your First Macros

Checking and Debugging AI Code

Getting Started with AI and VBA

Understanding AI-Assisted VBA
What Copilot Can and Can’t Do in Excel
Displaying the Developer Tab
The VBA Editor Screen
Understanding Macros and Modules
Saving Macro-Enabled Workbooks

Prompting Copilot for VBA

Writing Clear Prompts for VBA Code
Describing Your Workbook and Data to Copilot
Asking Copilot to Explain Existing Code
Refining Prompts When Code Doesn’t Work
Building a Prompt Library for Your Team

Generating Your First Macros

Recording vs Generating Macros
Creating a Macro from a Prompt
Running and Saving Your Macro
Adding Buttons to Run Macros
Automating Formatting and Cleaning Tasks
Consolidating Data from Multiple Sheets

Checking and Debugging AI Code

Reading VBA Code Line by Line
Checking Code Before You Run It
Stepping Through Code to Test It
Using Copilot to Find and Fix Errors
Adding Error Handling to Your Macros
Using AI Safely with Company Data

Benefits

Automate repetitive tasks in hours, not weeks of learning VBA.

Learn to write prompts that produce working, reliable code.

Understand the code AI gives you, so you can trust and maintain it.

Find and fix errors quickly, with Copilot as a debugging assistant.

Apply AI safely, with clear rules for data privacy and checking output.

FAQs

Do we need Copilot licences?

Yes. Each participant will need access to Microsoft 365 Copilot in Excel. If you’re not sure what your team has access to, get in touch and we’ll help you check.

Is the training customised?

Yes. We can build examples around your team’s own workbooks and reporting tasks.

Can it be delivered online?

Yes. We run this course live via Microsoft Teams, or onsite at your premises anywhere in Australia.

How many people can attend?

To keep sessions practical and give everyone time to ask questions, we train up to 15 participants per class from your organisation.

Do participants need to know VBA?

No. Advanced Excel skills are enough; the course covers the VBA basics you need.

Using AI to Create Excel Macros and VBA Code

Course Details

Who This Course Is For

Topics Covered

Getting Started with AI and VBA

Prompting Copilot for VBA

Generating Your First Macros

Checking and Debugging AI Code

Benefits

FAQs

Do we need Copilot licences?

Is the training customised?

Can it be delivered online?

How many people can attend?

Do participants need to know VBA?

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