Presentation Style: Tutor-led Classroom Training Course
Duration: 1 Day
Course Time: 09:30 - 16:30 hrs
Course location: On-Site and valid Copilot licences are required
Cost:

Closed Course: £300 + VAT per delegate

(Minimum 4 delegates, maximum 12 delegates per course)
Click a date to book: Call 01604 655900 for available dates

What will you learn on this Microsoft Copilot Training Course? Delivered at Your Premises.

Artificial Intelligence is reshaping the way professionals work with data, and Microsoft Copilot in Excel is at the forefront of that change. It enables users to analyse, clean, format, automate, and optimise spreadsheets with greater speed and efficiency.

Using Copilot effectively requires more than prompts. Users also need strong Excel fundamentals, a structured problem-solving approach, and clear instructions. This course builds those skills by combining practical Excel knowledge with AI support, helping you use Microsoft Copilot in Excel with greater confidence to boost productivity, improve accuracy, and streamline daily work.

 

Microsoft Copilot Excel Training Course Content


Evolution of Artificial Intelligence

  • Weak AI, Strong AI, Fuzzy Logic
  • Working Principles and Components of Copilot
  • Anatomy of Prompts
  • Best Practices When Using Copilot


Foundations Of Using Copilot in Excel

  • What is Microsoft Copilot
  • Copilot and Excel
  • Formatting Excel Data with Copilot
  • Conditional Formatting with Excel
  • Sorting, Filtering and basic formulas using Copilot
  • Data Cleanup
  • Basic Charts and Copilot
  • Copilot Text Formulas
  • Flash Fill & Copilot

Excel Core Skills and Copilot

  • Ifs and Sumif with Copilot
  • Nested functions for complex calculations – Array Formulas with Copilot
  • Data Validation & Copilot
  • Copilot and Date Calculations
  • Converting Vlookup to Xlookup Using Copilot
  • Xlookup & Copilot
  • Further Xlookup searches using Copilot


Data Analysis with Copilot

  • Data Analysis and Writing Prompts
  • Identifying and correcting common data errors with Copilot
  • Sales Forecasting and Identifying Low and High Sales Performers with Copilot
  • What if Scenarios and Copilot
  • Linking Spreadsheet with Copilot
  • Linking & Xlookup with Copilot
  • Summarising Feedback Comments with Copilot

Data Analysis with Copilot

  • Data Analysis and Writing Prompts
  • Identifying and correcting common data errors with Copilot
  • Sales Forecasting and Identifying Low and High Sales Performers with Copilot
  • What if Scenarios and Copilot
  • Linking Spreadsheet with Copilot
  • Linking & Xlookup with Copilot
  • Summarising Feedback Comments with Copilot


Summary Reports Using Copilot

  • Creating a spreadsheet by extracting data from a Word document
  • Extracting data from a website and using Copilot to summarise the data
  • Creating Subtotals using Copilot
  • Creating a Pivot Tables using Copilot & in-depth Analysis
  • Creating a Dashboard using Copilot
  • Populating data onto a new worksheet using Copilot


Further Advanced Formulas & Concepts Using Copilot

  • Multiple Sort Using Copilot
  • Convert to any live Currency Exchange Rates
  • Comparing data with a 10-year forecast based on historical data
  • Creating Advanced Data Analysis and Dashboards in Copilot Using Python
  • Copilot and Creating Macros
  • Analyse Data (AI Insights & Querying)


Course prerequisites


Basic to Intermediate level of Excel.