Microsoft Copilot for Excel

This is a hands-on, project-based course designed to help you leverage Copilot in Microsoft Excel to solve real-world data analytics problems.

We’ll start by reviewing Microsoft Copilot’s basic features and limitations, compare strengths and weaknesses against GenAI tools like ChatGPT, and get you up and running with Copilot for Microsoft 365 on your machine.

From there, we’ll dive into each of Copilot’s core use cases for data management and analysis. You’ll practice adding new formula columns using natural language, applying conditional formatting rules to highlight key data points, and analyzing data to find insights using pivot tables and charts.

Last but not least, we’ll showcase how to use Copilot’s generative AI engine for more advanced use cases, including writing dynamic array formulas and generating Python code within Excel.

Throughout the course, you’ll play the role of an HR Admin at ACME Corporation, a manufacturing company that makes outlandish products based on classic cartoons. Using the skills you learn throughout the course, you’ll manipulate employee data, monitor performance metrics, and make data-driven recommendations to your HR supervisor.

COURSE CURRICULUM:

WHO SHOULD TAKE THIS COURSE?

• Casual Excel users looking to boost their skills using AI tools
• Data professionals who want to stay on top of new Excel features
• Anyone trying to work smarter and more efficiently with data in Excel

WHAT ARE THE COURSE REQUIREMENTS?

• You need a Microsoft 365 and a Copilot Pro subscription to follow along with the course demos (both offer 1-month free trials)
• No advance preparation is required (basic data skills are a plus, but not a prerequisite)