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.
Overview
COURSE DIFFICULTY
COURSE DURATION
1h
Skills Learned
After completing this online training course, students will be able to:
Prepare and organize data for effective Copilot use
Generate insights, summaries, and explanations using natural language prompts
Create visualizations and dashboards quickly with AI assistance
Automate data cleanup, categorization, and formula generation
Perform advanced analysis, including what-if scenarios and trend detection
Integrate Python and Agent Mode for custom, automated Excel workflows
Anyone looking to learn more about how to utilize Copilot in Excel.
Familiarity with the Excel application.
01. Core Features in Action
- Starting with Features
- Quick Insights
- Visualization Made Simple
- Instant Formulas and Explanations
- CF Formatting Cleanup and Categories
- PivotTables via Prompts
- Trend Spotting and What-ifs
- Summarizing for Presentations
02. Advanced and Specialized Uses
- Introduction to Advanced Features
- Importing and Combining Data
- Text Insights and Structuring Notes
- Iterative Questioning for Deeper Insights
- Python in Excel with Copilot
- How to use Excel’s =COPILOT Function
03. Capstone: Dashboard and Summary
- End-to-End Project
SKILLS LEARNED
Skills Learned
After completing this online training course, students will be able to:
Prepare and organize data for effective Copilot use
Generate insights, summaries, and explanations using natural language prompts
Create visualizations and dashboards quickly with AI assistance
Automate data cleanup, categorization, and formula generation
Perform advanced analysis, including what-if scenarios and trend detection
Integrate Python and Agent Mode for custom, automated Excel workflows
WHO SHOULD ATTEND
Anyone looking to learn more about how to utilize Copilot in Excel.
PREREQUISITES
Familiarity with the Excel application.
COURSE OUTLINE
01. Core Features in Action
- Starting with Features
- Quick Insights
- Visualization Made Simple
- Instant Formulas and Explanations
- CF Formatting Cleanup and Categories
- PivotTables via Prompts
- Trend Spotting and What-ifs
- Summarizing for Presentations
02. Advanced and Specialized Uses
- Introduction to Advanced Features
- Importing and Combining Data
- Text Insights and Structuring Notes
- Iterative Questioning for Deeper Insights
- Python in Excel with Copilot
- How to use Excel’s =COPILOT Function
03. Capstone: Dashboard and Summary
- End-to-End Project
