Full Day | Class based & Online

This course qualifies for 6 hours of CPD Credit

Build confidence using Microsoft 365 Copilot with Excel to clean, analyse, summarise and visualise data more efficiently. This practical course introduces AI-powered spreadsheet workflows that help users ask better questions, generate useful insights, create formulas, improve data quality and present information clearly.

Course Content

1. Introduction to Microsoft 365 Copilot with Excel
   Understand how Microsoft Copilot enhances productivity in Excel, navigate its key features, and explore practical examples of how AI can support everyday data tasks.
2. Prompting for Excel Tasks
   Learn how to write effective prompts, apply business-focused prompting techniques, and refine Copilot outputs to achieve accurate and relevant results.
3. Exploring and Understanding Data
   Use natural language to analyse datasets, uncover trends and insights, and identify key findings that support informed decision-making.
4. Data Cleaning and Quality Auditing
   Leverage Copilot to detect and resolve data quality issues, improve dataset accuracy, and prepare data for reliable reporting and analysis.
5. Formula Generation and Troubleshooting
   Generate, explain, and troubleshoot Excel formulas with Copilot, from simple calculations to more advanced business functions.
6. Formatting and Conditional Formatting
   Enhance spreadsheet readability and impact by applying professional formatting and using conditional formatting to highlight important data.
7. AI-Powered Summaries, PivotTables and Visualisations
   Create business-ready summaries, build PivotTables, and develop effective charts and visualisations to communicate insights with confidence.

Learning Outcomes

By the end of this Microsoft 365 Copilot with Excel course, participants will be able to:

• Understand how Copilot supports Excel workflows using natural language prompts.
• Use Copilot to explore, summarise and interpret business data.
• Clean and format datasets to improve accuracy, consistency and readability.
• Generate, explain and troubleshoot formulas with Copilot assistance.
• Create summaries, PivotTables, charts and visual displays that communicate insights clearly.
• Apply advanced analysis concepts, including Excel examples, without needing to code.

Prerequisite: A Microsoft 365 Copilot Premium subscription is required for the full Microsoft 365 Copilot in Excel experience.