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Coming Soon workshop

Copilot in Excel: Real-World Skills for Everyday Work

60 min

60 min

Basic

Basic

AI

Excel

Microsoft Copilot

Enrique Ruiz

Enrique Ruiz

Sr. Learning Experience Designer

Sr. Learning Experience Designer

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You've heard about Copilot in Excel, maybe even tried it a few times, but it's not always clear when to use it, what it's good at, or whether you can trust what it produces. A lot of people are in that same spot: they know AI can help, but they haven't figured out how to fit it into real work yet.

In this session, you'll see how Copilot works in practice across common Excel tasks, including cleaning data, building analyses, and creating charts. You'll leave with a clear sense of where Copilot adds value, where it doesn't, and how to work with it in a way that keeps you in control.

What you'll learn

Understand what Copilot in Excel can and can't do

Knowing the boundaries of the tool is just as useful as knowing its features — it helps you decide when to use it and when to rely on your own skills.

Use Copilot to clean, analyze, and visualize data

Work through a real-world, hands-on project using Copilot for data cleanup, analysis and visualization.

Apply best practices for prompting, model selection, and validating outputs

Good prompts get better results, but the skill that matters most is knowing how to check what Copilot gives you before you act on it.

Compare Copilot and Claude for common Excel tasks

See how two AI tools approach the same spreadsheet work differently, so you can make an informed choice about which one fits your situation.

Who should join this workshop?

Excel users who want to understand what Copilot can actually do for them day-to-day

Business leaders evaluating whether Copilot in Excel is worth rolling out to their teams

Anyone who works in Excel and wants to get up to speed on how AI fits into the product

Prerequisites

Access to Microsoft Copilot in Excel

Basic Excel familiarity encouraged, but not required

This is a live, hands-on session and active participation is expected

Meet Your Instructor

Meet Your Instructor

Enrique Ruiz

Sr. Learning Experience Designer

Enrique is a certified Microsoft Excel Expert and top-rated instructor with a background in business intelligence, data analysis and visualization. He has been producing advanced Excel and test prep courses since 2016, along with adaptations tailored to Spanish-speaking learners.