Copilot for Excel

Course Times

• 9am to 4pm

Course Content

Introduction to Copilot in Microsoft 365 – Excel

• What is Microsoft Copilot?
• Overview of AI-powered productivity in Excel

Prompt Engineering for Excel

• Writing effective prompts for Copilot
• Examples of business-focused prompt strategies
• Troubleshooting and refining AI outputs

Data Cleaning and Formatting with AI

• Detecting duplicates, errors, and inconsistencies
• Auto-formatting large datasets
• Structuring raw data into usable formats

Formula Generation and Insights

• AI-assisted formula creation
• Error detection and correction
• Predictive insights and trend analysis
• Troubleshooting formulas

AI-Powered Data Summarisation

• Generating summaries and key takeaways
• Extracting action points from large datasets
• Using Copilot to interpret business data

Dashboards and Visualisations

• Creating charts and tables with Copilot
• Customising visual outputs
• Using slicers and conditional formatting

By the end of this course, participants will be able to:

• Understand what Copilot is and how it works in Excel
• Write effective prompts for Copilot
• Clean and format data using AI tools
• Generate and troubleshoot formulas with Copilot
• Summarise and interpret data using AI
• Create dashboards and visualisations with Copilot
• Boost productivity and collaboration in Excel

• Basic knowledge of Microsoft Excel (navigation, formulas, formatting)
• Completion of Microsoft Excel Introduction and Intermediate course or equivalent knowledge is required.
• Access to Microsoft 365 with a Copilot for Microsoft 365 licence