Microsoft 365 Copilot: Excel

Intermediate

By: Jamie Keet

Overview

This course is designed to help learners harness the power of Microsoft Copilot within Excel to transform data into actionable insights quickly and efficiently. Through hands-on lessons and guided exercises, participants will learn how to prepare, analyze, visualize, and summarize data using AI-assisted workflows.

Modules

1. Getting Started with Copilot in Excel

1.1 Introduction to Copilot in Excel5 min

2. Core Features in Action

2.1 Starting with Features1 min

2.2 Quick Insights3 min

2.3 Visualization Made Simple4 min

2.4 Instant Formulas and Explanations6 min

2.5 CF Formatting Cleanup and Categories7 min

2.6 PivotTables via Prompts3 min

2.7 Trend Spotting and What-ifs3 min

2.8 Summarizing for Presentations2 min

3. Advanced and Specialized Uses

3.1 Introduction to Advanced Features1 min

3.2 Importing and Combining Data7 min

3.3 Text Insights and Structuring Notes2 min

3.4 Iterative Questioning for Deeper Insights3 min

3.5 Python in Excel with Copilot3 min

3.6 How to use Excel’s =COPILOT Function5 min

4. Capstone: Dashboard and Summary

4.1 End-to-End Project11 min

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