Excel With Copilot: From Formulas to Dashboards
Excel is evolving — and Copilot is changing the way professionals work with data. This in-person course shows you how to combine Excel’s traditional tools with the power of Copilot to streamline formulas, uncover insights and create persuasive visual dashboards.
Through hands-on activities, you’ll explore how Copilot enhances traditional Excel methods. We'll show you how to use Copilot to generate insights you might have missed and explain formulas you don't understand. You’ll see side-by-side comparisons of manual Excel methods and Copilot automation — so you can choose the right approach for every task.
Whether you’re new to Copilot or looking to expand your Excel skills, this course will give you practical strategies to work smarter, faster and with more confidence in your data analysis.
Course Outcomes
- Automate formula creation using natural language prompts
- Use Copilot to generate and explain complex formulas
- Create dynamic charts that clearly visualize your data
- Build professional dashboards for persuasive data storytelling
- Analyze messy datasets faster and more accurately
- Uncover hidden insights that manual analysis can miss
- Combine traditional Excel skills with AI for peak efficiency
Course Agenda
Event Dates & Locations
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Excel With Copilot: From Formulas to Dashboards
Excel is evolving — and Copilot is changing the way professionals work with data. This in-person course shows you how to combine Excel’s traditional tools with the power of Copilot to streamline formulas, uncover insights and create persuasive visual dashboards.
Through hands-on activities, you’ll explore how Copilot enhances traditional Excel methods. We'll show you how to use Copilot to generate insights you might have missed and explain formulas you don't understand. You’ll see side-by-side comparisons of manual Excel methods and Copilot automation — so you can choose the right approach for every task.
Whether you’re new to Copilot or looking to expand your Excel skills, this course will give you practical strategies to work smarter, faster and with more confidence in your data analysis.
Session 1: Write and Explain Excel Formulas
- Explore Excel’s interface and Copilot capabilities
- Master cell entries: numbers, text and basic formulas (SUM, AVERAGE, IF)
- Use Copilot to generate formulas via natural language prompts
- Troubleshoot common formula errors like #DIV/0! and #VALUE!
- Use Copilot to get plain-English explanations of complex formulas
Session 2: Analyze Data and Explore Insights
- Sort, filter and apply conditional formatting to datasets
- Build PivotTables and compare with Copilot-driven analysis
- Use Copilot to uncover insights from messy or incomplete data
- Perform side-by-side analysis with Copilot
- Understand how to combine traditional Excel and Copilot in your work
Session 3: Visualize Data with Charts & Dashboards
- Learn why visual data matters and how to choose the right chart to communicate your insights
- Create and customize standard charts and PivotCharts in Excel
- Use Copilot to recommend, generate and explain charts based on data
- Build a dashboard combining PivotCharts and Copilot visuals
- Evaluate which visualization method tells the strongest data story