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Copilot for Excel

Copilot logo with Microsoft Partner written below the logo.
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Learning
eCertificate of Attendance

Copilot for Excel

$660per person

In Person Virtual

Location: Level 1 Cloisters, 863 Hay Street, Perth WA 6000
Time: 9:00 am to 4:00 pm
Duration: 1 Day

Join in-person at our vibrant Perth CBD training centre. Lunch and refreshments are provided for all in-person attendees. Our training centre is centrally located and easily accessible by public transport.

Course Overview

Course Overview

Unlock the Power of AI in Your Everyday Excel!

This hands-on, one-day training course will show you how to harness the full potential of Microsoft Copilot in Excel. Learn to clean and analyse data, generate formulas, and uncover insights using AI, all within the Excel environment you already know. Designed for business users, analysts, and Excel enthusiasts, this course combines practical exercises with prompt engineering techniques to help you work smarter and boost productivity.

Dates

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Course Information

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
  • Completion of Microsoft Excel Intermediate course or equivalent knowledge is required.
  • Access to Microsoft 365 with a Copilot for Microsoft 365 licence

“Jo was great and the course was very applicable to work.” – Rebecca from Rottnest Island Authority

“Very practical hands-on course.” – Cat from Rottnest Island Authority

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