Microsoft Copilot with Microsoft Excel

This 2-hour course introduces business professionals to using Microsoft Copilot in Excel. Learn to analyze data, build dashboards, automate tasks, and create reports. Includes a VBA script coding demo, best practices, limitations, and a Q&A wrap-up.

Productivity

2 Hours

Description

This course provides a comprehensive introduction to using Microsoft Copilot in Excel, beginning with an overview of what Copilot is, its significance, and how to activate it. Participants will learn to craft effective prompts for basic tasks such as calculations and table creation. The course progresses into data analysis, including summarizing datasets and generating PivotTables and charts using AI. It also covers automation techniques like data cleaning, task automation, and dashboard creation. A section on VBA explores its continued relevance alongside Copilot, with demonstrations of script writing and debugging using AI. Additional modules focus on collaboration and reporting, such as drafting summaries and exporting content to Word and PowerPoint. The course concludes with best practices, limitations, and a Q&A session to reinforce responsible and effective use of Copilot in Excel.

Course Objectives

Unlock the power of Microsoft Copilot in Excel and say goodbye to boring spreadsheets! In this fast-paced 2-hour session, you’ll discover how to let AI do the heavy lifting - cleaning data, building dashboards, forecasting trends, and even generating reports at lightning speed. We’ll mix in a live VBA coding demo to show how automation and Copilot can work hand-in-hand to save you hours. Packed with real business examples, pro tips, and a dash of fun, this course will leave you confident and excited to put Copilot to work in your daily Excel tasks.

Target Audience

This course is designed for business professionals, managers, analysts, and executives who work with data in Excel and want to boost productivity using Microsoft Copilot. No coding background is required, just a desire to save time, streamline tasks, and turn data into insights quickly.

Basic Understanding

This course is designed for business professionals, managers, analysts, and executives with a basic knowledge of Excel who want to boost productivity using Microsoft Copilot and simple VBA. Perfect for anyone who works with data and wants faster insights, easier automation, and smarter reporting, no advanced Excel or coding background required.

Course Content

No sessions available.

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Microsoft Copilot with Microsoft Excel

Session 1: Introduction to Copilot in Excel

  1. What Copilot is and why it matters
  2. Where to find and activate Copilot

Session 2: Getting Started with Copilot

  1. Writing clear, effective prompts
  2. Simple calculations and table creation

Session 3: Data Analysis with Copilot

  1. Summarizing and interpreting datasets
  2. Creating PivotTables and charts with AI

Session 4: Automation with Copilot

  1. Cleaning and formatting data instantly
  2. Automating repetitive tasks
  3. Building quick dashboards

Session 5: VBA in Action

  1. Why VBA still matters with Copilot
  2. Live demo: writing and running a VBA script
  3. Using Copilot/AI to generate or debug code

Session 6: Collaboration & Reporting

  1. Drafting executive summaries
  2. Exporting insights to Word and PowerPoint

Session 7: Best Practices & Limitations

  1. Accuracy, compliance, and responsible use
  2. Tips for getting better results with Copilot

Session 8: Q&A

No lectures available

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