Microsoft 365 Copilot for Excel

1 day
8:30 a.m. - 4:15 p.m.
Intermediate

Microsoft 365 Copilot for Excel helps participants use Copilot to work more effectively with spreadsheets, data analysis, and business reporting in Microsoft 365. The focus is on interpreting data, generating formulas, summarizing trends, and creating decision-ready insights without requiring advanced technical expertise.

Designed for business users who regularly work with spreadsheets and want to use AI as a practical productivity tool for analysis, reporting, and decision support, it emphasizes both speed and responsible review of AI-generated outputs.

Target Audience

Analysts, coordinators, managers, and office staff who work with spreadsheets
Professionals who need better insight from data without deep technical skills
Team members who want to use AI to improve reporting, analysis, and productivity

Summary

This course gives participants a practical and current way to work smarter in Excel with Copilot, turning raw data into meaningful business insight while reinforcing strong review habits, prompt quality, and responsible use.

Upon completion of this course, participants should be able to:

Prepare and structure data for analysis in Excel
Use Copilot to generate formulas, calculated columns, and logic-based summaries
Summarize trends, variance, anomalies, and operational patterns in business data
Build charts and summaries that support management and business decisions
Ask better questions and frame more effective prompts for data analysis
Review AI-generated calculations for accuracy, logic, and business relevance
Apply responsible data handling practices when working with sensitive or shared spreadsheet content

8:30 AM – 9:00 AM | Welcome and Excel setup

Course overview and prerequisites
Understanding how Copilot supports spreadsheet work and analysis
Common business scenarios for Copilot in Excel

9:00 AM – 10:30 AM | Data preparation and natural-language analysis

Cleaning and organizing spreadsheet data
Asking effective questions about performance, trends, comparisons, and outliers
Reviewing outputs for relevance, clarity, and decision support value

10:30 AM – 10:45 AM | Break

10:45 AM – 12:15 PM | Formula generation and conditional logic

Generating calculations with Copilot
Creating logic for summaries, metrics, and reporting values
Validating formulas and understanding the reasoning behind results

12:15 PM – 1:15 PM | Lunch

1:15 PM – 2:45 PM | Charts, summaries, and insight generation

Creating visual explanations of business data
Summarizing results for managers, teams, or operational stakeholders
Turning raw numbers into clear narrative takeaways and recommendations

2:45 PM – 3:00 PM | Break

3:00 PM – 4:15 PM | Scenario-based analysis, validation, and responsible use

Working through practical business examples
Reviewing spreadsheet outputs and finalizing insights
Validating AI-generated results before using them in real decisions
Wrap-up and participant action planning

Course Information

Course Level: Intermediate

Credit: 8 CPE hours

Fee: $395

Length: 1 day

Hours: 8:30 a.m. - 4:15 p.m.

Delivery: Virtual Group Training/Virtual Open Enrollment