This course runs for a duration of 1 Day.
The class will run daily from 8 AM CT to 4 PM CT.
Class Location: Virtual LIVE Instructor Led - Virtual Live Classroom.
Microsoft Copilot is reshaping how people work in Excel by helping them explore data, build formulas, and generate insights more efficiently. This course focuses on practical, real-world ways to use Copilot in Excel to understand data, prepare it for analysis, create and fix formulas, and turn results into meaningful insights. Participants will learn how to work alongside Copilot as an intelligent assistant—using natural language to accelerate common Excel tasks while staying in control of their work.
Course Objectives
Provide participants with a practical understanding of Microsoft Copilot in Excel, enabling them to use AI to explore data, prepare it for analysis, create and troubleshoot formulas, and generate meaningful insights.
Who Should Attend?
This course is designed for intermediate Excel users who regularly work with data and want to improve efficiency and confidence using Microsoft Copilot. It is ideal for professionals who analyze, report on, or summarize data in Excel and want a realistic, practical understanding of how Copilot fits into everyday Excel work. Beginners at Excel are encouraged to gain foundational Excel skills before attending.
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
Before taking this course, it is highly recommended that students complete MS-4005 Craft effective prompts for Microsoft Copilot for Microsoft 365
