Course Description
In this 1-day Microsoft Copilot For Excel training, transform the way you work in Excel. This course shows you how to harness Copilot to tidy, messy data, create dynamic dashboards, and automate time‑consuming tasks—so you can get more done in less time.
Work Smarter, Not Harder with Microsoft Copilot for Excel, transform the way you work in Excel with the power of AI. This hands‑on training shows you how to use Copilot to clean data instantly, build dashboards in minutes, and automate time‑consuming tasks. Whether you’re an analyst, manager, or Excel enthusiast, you’ll learn practical skills that boost productivity and elevate your results.
This Microsoft Copilot for Excel class is a hands‑on program designed to help professionals unlock the full potential of Copilot inside Excel. Participants learn how to use natural‑language prompts to clean data, generate formulas, build dashboards, and automate repetitive tasks. Through guided practice and real‑world scenarios, learners gain the confidence to integrate Copilot into their daily workflow, improving accuracy, speed, and analytical impact.
Learning Objectives:
By the end of this course, participants will be able to:
- Explain how Copilot integrates with Excel and enhances productivity.
- Use natural‑language prompts to clean, transform, and structure data.
- Generate formulas and functions with Copilot and understand how they work.
- Create dashboards and visualizations using Copilot‑assisted tools.
- Automate repetitive tasks such as reporting, formatting, and data preparation.
- Analyze datasets by asking Copilot for summaries, insights, and trends.
- Apply best practices for prompt writing to get accurate, reliable results.
- Integrate Copilot outputs into reports, presentations, and collaborative workflows.
Course Summary
Next Public Course Dates | |
| Prerequisites |
|
| Duration |
|
| Available Formats |
|
| Post Training Support | Yes, our certified Microsoft Excel trainers will be available for additional questions once you start working on your own data and dashboards. |
Course Modules
1. Introduction to Copilot in Excel
- What is Copilot and how it integrates with Microsoft 365
- Requirements, setup, and access
- Understanding prompts: effective phrasing, context, and constraints
- Overview of Copilot capabilities specific to Excel
2. Working with Data Using Copilot
- Importing and preparing datasets
- Using natural language to clean and transform data
- Removing duplicates, fixing formats, and handling missing values
- Generating formulas and explaining existing formulas
- Creating tables and structured data models with Copilot assistance
3. Analysis and Insights
- Asking Copilot to summarize datasets
- Identifying trends, outliers, and correlations
- Creating pivot tables and pivot charts through prompts
- Using Copilot to generate “What‑If” analyses and scenario summaries
4. Dashboard Creation and Visualization
- Designing dashboards with Copilot
- Creating charts, visuals, and layout recommendations
- Automating repetitive formatting tasks
- Enhancing dashboards with Copilot‑generated insights and narratives
5. Automation and Productivity
- Using Copilot to write and optimize formulas
- Generating macros and scripts with natural language
- Streamlining workflows: task automation, repetitive processes, and reporting
- Best practices for prompt engineering in Excel
6. Collaboration and Sharing
- Using Copilot to prepare reports and summaries
- Creating shareable insights for teams
- Integrating Excel Copilot outputs with PowerPoint and Word
- Version control and collaborative editing with Copilot
7. Real‑World Scenarios and Hands‑On Labs
- Cleaning a messy dataset end‑to‑end
- Building a dashboard from scratch using Copilot
- Automating a weekly or monthly reporting workflow
- Troubleshooting: how to refine prompts when results aren’t ideal
8. Advanced Capabilities (Optional Module)
- Working with Power Query using Copilot
- Data modeling with Power Pivot
- Using Copilot with external data sources
- Advanced analytics and forecasting
9. Wrap‑Up and Resources
- Key takeaways and best practices
- Common pitfalls and how to avoid them
- Additional learning resources and templates
- Q&A and personalized guidance
Testimonials
The trainers clear and obvious enthusiasm for number crunching, analytics, and teaching others is infectious. He doesn’t waste time, shows exactly what you need to know and is genuinely hilarious.
Every one of my employees had tons of positive stuff to say.
- Benjamin G, MXSG Analysis and Integration Chief, US Air Force
“Steve was a great instructor and was able to articulate the course material in a way that promoted learning.”
- Ben Ruddock, Analyst, GSP International Airport
“ExistBI, Thank you again for the great Microsoft Power BI, PowerApps and Power Automate courses, our team was very happy”
- Kerry Urofsky, Systems Manager, Service, Avantik
“Mahesh was an EXCELLENT trainer. Very gifted instructor. Able to clearly communicate and teach objectives. Very engaging made you want to keep learning, and was so patient and kind to all students. Would love to be taught by him anytime.
- Jackie Calvo, Quality Improvement Manager, Horizon Health Center
