Mastering Microsoft Copilot for Microsoft Excel

Introduction:

Dive deep into the world of Microsoft Copilot and how it can maximize your efficiency when using Microsoft Excel. Participants will delve into the advanced features of Microsoft Copilot, learning how to streamline their workflow and optimize their use of Microsoft Excel. Through hands-on exercises and expert-led instruction, attendees will gain practical experience and confidence in leveraging Microsoft Copilot to its fullest potential.

Objectives:

Provide participants with an in-depth understanding of Microsoft Copilot in Excel, enabling them to leverage AI for advanced data analysis, automation of tasks, and creation of dynamic reports and visualizations.

Course Outline:

Introduction to Copilot in Excel

Write effective prompts
Use the Copilot interface

Explore and Understand Your Data with Copilot

Ask natural-language questions about data
Get high-level summaries and explanations
Compare groups, categories, or time periods

Prepare Data for Analysis with Copilot

Identify structural issues that affect analysis
Identify helper or descriptive columns
Identify derived fields for grouping and time-based analysis

Create and Fix Formulas and Functions with Copilot

Create formulas from plain-language descriptions
Work with functions across tables and ranges
Explain and fix existing formulas

Turn Data into Insights with Copilot

Summarize data across categories or time periods
Create PivotTables and summary views
Build charts to support analysis and insights

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