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Navigating Microsoft 365 Copilot in Excel

Enhance productivity, streamline workflows and make data-driven decisions with confidence.

Microsoft 365 Copilot is transforming how professionals interact with data and Excel is leading the way. Whether you're managing reports, analyzing trends, or simplifying workflows, Microsoft 365 Copilot in Excel empowers users to be faster, smarter, and more confident with data-driven decisions.

In this hands-on express course, you'll learn how to harness the full potential of Microsoft 365 Copilot in Excel. From cleaning and formatting data to writing effective prompts and performing advanced analysis, this session provides practical, step-by-step instruction. You’ll gain strategies for improving productivity and unlocking insights using AI, all without needing to be a tech expert.

Walk away with a deeper understanding of how Microsoft 365 Copilot works, what to expect from its outputs, and how to use it responsibly within your organization. If you don’t currently have a Copilot license, you’ll benefit from guided demos and receive a downloadable reference to support your learning journey.

How You Will Benefit

  • Gain confidence using Microsoft 365 Copilot in Excel to stay ahead in a modern, tech-enabled workplace
  • Learn practical, hands-on skills you can immediately apply across business functions
  • Save time and increase efficiency by automating repetitive Excel tasks using natural language prompts
  • Learn prompt-writing best practices to maximize Microsoft 365 Copilot performance
  • Transform how you work with data by leveraging Microsoft 365 Copilot to clean, format, and explore insights effortlessly
  • Enhance your decision-making with faster data analysis, summaries, and visualizations

What You'll Cover

  • Introduction to Microsoft 365 Copilot in Excel: What it is, what it’s not, and the differences between Copilot and Microsoft 365 Copilot
  • Getting started with Microsoft 365 Copilot in Excel, including navigating the interface and accessing Copilot features
  • Overview of Copilot capabilities: Writing formulas, generating summaries, formatting
  • Prompt writing fundamentals: How to give clear, effective instructions
  • Hands-on practice: Data cleanup, dashboard creation, and aggregation using Microsoft 365 Copilot
  • Troubleshooting: Understanding Copilot limitations and how to guide it
  • Preparing your organization: Best practices for responsible use
 

Who Should Attend

Managers, team leaders, and business professionals who work with Excel will benefit from learning how to integrate Microsoft 365 Copilot effectively regardless of technical background. The program will enable participants to simplify and supercharge their workflow using these AI tools.

 

$399 Non Member Fee
$359 Member Fee
View our pricing options
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When colleagues learn together, everyone benefits!

Connect with an advisor to discuss delivering this course to your team.

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