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AI013 Microsoft Copilot for Excel (1 Day)

Description

AI013 Microsoft Copilot for Excel (1 Day)

Overview

Microsoft Copilot for Excel puts the power of AI right into your spreadsheets — and this course shows you exactly how to use it. Learn how to clean and analyse data, generate formulas, build dashboards, and create visual reports using natural language commands.

In this hands-on training, you’ll explore practical ways to streamline your Excel tasks, uncover insights, and boost productivity using Microsoft 365 Copilot. No coding required — just smarter ways to work.

  • 96% positive reviews (92)
  • 472 students

This program can be tailored to your specific business needs.

A little bit of personalization goes a long way. Ask us for a no-obligation Training Needs Analysis (TNA) so we can tailor this, or any other CSG program to meet your learning outcomes.

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Objectives

At the end of the training, participants would be able to:

  • Navigate and use Copilot features in Excel
  • Query data using natural language
  • Clean and audit data using built-in AI tools
  • Generate and troubleshoot formulas
  • Build PivotTables and visualisations
  • Format spreadsheets for readability and impact
  • Perform advanced analytics with Python in Excel
  • Summarise and present data clearly and professionally

1 Day

  • Executives
  • Managers
  • Supervisors
  • Team Leaders
  • Professionals interested in AI literacy and smart workplace adaptation

Modules:

Module 1: Introduction to Copilot for Excel
  • Understand course objectives and scope
  • Familiarize with Copilot interface and capabilities in Excel
  • Quick live demo of Copilot features
  • Learner introductions and experience sharing
  • Query and summarize datasets using natural language
  • Identify key insights using Copilot
  • Guided hands-on practice querying Copilot
  • Group discussion: insights discovered from provided dataset
  • Use Excel’s AI-powered Clean Data tool
  • Learn common data quality and consistency issues
  • Demo of Copilot cleaning workflow
  • Hands-on activity: clean and audit messy dataset
  • Generate basic formulas using Copilot (e.g., SUM, AVERAGE)
  • Understand, verify, and correct Copilot-generated formulas
  • Create calculated columns and simple summaries
  • Hands-on practice generating and editing formulas
  • Use Copilot to build complex formulas
  • Troubleshoot errors and broken formulas using Copilot
  • Work with IF, VLOOKUP, and INDEX-MATCH
  • Hands-on troubleshooting practice
  • Improve spreadsheet presentation with formatting via Copilot
  • Apply conditional formatting to highlight important data
  • Use Copilot for dynamic formatting (e.g., top 10 values, thresholds)
  • Hands-on: apply and edit formatting rules
  • Introduction to Python integration in Excel
  • Use Copilot to perform advanced analysis without writing code
  • Real-world examples: sales forecasting, correlation analysis, advanced visuals
  • Group observation and discussion on analysis outputs
  • Create PivotTables using Copilot
  • Interpret pivot table layouts and summaries
  • Generate and customize Excel charts with Copilot

Program Methodology

  • Hands-on Activities: Practical exercises to reinforce theoretical concepts.
  • Group Discussions: Opportunities for peer-to-peer learning and exchange of ideas.
  • Role Plays: Simulations of realistic situations to build practical skills.
  • Feedback Sessions: Reviews and reflections to encourage improvement.
  • Problem-solving Exercises: Develop critical thinking and decision-making skills.
  • Experiential Learning: Learning by doing, promoting active involvement.
  • Interactive Lectures: Engaging presentations by experts in the field.
  • Case Studies: Real-world scenarios for learners to apply their knowledge.
  • Quizzes & Tests: Regular assessments to track learning progress.

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