This course introduces Excel users to the basics of Excel Copilot. No previous experience with Copilot is required. This course starts by examining the licensing and work environment requirements to get started. Students follow the instructor with the same data files that the instructor uses. The Copilot pane is explored, and its features examined. Writing good prompts is explained and Copilot is asked to create calculated columns in tables, summary calculations on different worksheets, and data manipulation formulae to manage existing data. Excel Copilot often creates PivotTables when it needs to filter or summarize data. This aspect of Copilot is explored and demonstrated. The output of Copilot is deconstructed to understand how Copilot answers questions of this type. Formatting and styling data comes next. Copilot is asked to highlight data based on specific criteria. Dashboard style icons and formatting result. Formatting and styling are done with multiple criteria against different columns of data in a table. Copilot often leverages Excel’s Conditional Formatting feature. The results are examined and changed, as necessary. Finally, data is summarized and charted by Copilot. Copilot can use many chart types, and several are used in this course. Data shaping is explained and demonstrated, and the output of Copilot is examined.
Overview
COURSE DIFFICULTY
Skills Learned
After completing this online training course, students will be able to:
Understand licensing and environment requirements for Excel Copilot
Navigate the Copilot pane and interface
Write effective prompts for data manipulation
Create calculated columns and summary calculations
Use PivotTables for data analysis
Apply conditional formatting with Copilot
Create charts and visualizations
Interpret Copilot-generated outputs
Students looking to learn more about how to utilize Copilot in Excel efficiently.
Familiarity with Excel
01. Introduction to Copilot
- Understanding Requirements for Copilot
- Where Does Copilot Live
02. Getting Started with Copilot
- Organizing the Work Environment
- Exercise 1 – Exploring the Copilot Pane
03. Adding Formulae with Copilot
- Using the Prompt Area
- Interpreting the Copilot Pane
- Exercise 2 – Using the Prompt Box to Create Calculations
- Exercise 3 – Using the Prompt Box to Manipulate Data
04. Data Analysis with Copilot
- Analyzing Data in a PivotTable
- Exercise 4 – Performing Data Analysis with a PivotTable
05. Formatting and Styling with Copilot
- Highlighting and Formatting Data
- Exercise 5 – Applying Conditional Formatting
06. Creating Charts with Copilot
- Creating Charts with Copilot
- Exercise 6 – Charting Data
SKILLS LEARNED
Skills Learned
After completing this online training course, students will be able to:
Understand licensing and environment requirements for Excel Copilot
Navigate the Copilot pane and interface
Write effective prompts for data manipulation
Create calculated columns and summary calculations
Use PivotTables for data analysis
Apply conditional formatting with Copilot
Create charts and visualizations
Interpret Copilot-generated outputs
WHO SHOULD ATTEND
Students looking to learn more about how to utilize Copilot in Excel efficiently.
PREREQUISITES
Familiarity with Excel
COURSE OUTLINE
01. Introduction to Copilot
- Understanding Requirements for Copilot
- Where Does Copilot Live
02. Getting Started with Copilot
- Organizing the Work Environment
- Exercise 1 – Exploring the Copilot Pane
03. Adding Formulae with Copilot
- Using the Prompt Area
- Interpreting the Copilot Pane
- Exercise 2 – Using the Prompt Box to Create Calculations
- Exercise 3 – Using the Prompt Box to Manipulate Data
04. Data Analysis with Copilot
- Analyzing Data in a PivotTable
- Exercise 4 – Performing Data Analysis with a PivotTable
05. Formatting and Styling with Copilot
- Highlighting and Formatting Data
- Exercise 5 – Applying Conditional Formatting
06. Creating Charts with Copilot
- Creating Charts with Copilot
- Exercise 6 – Charting Data
