Copilot in Excel: Your AI Analyst in 90 Minutes

Master Excel faster with AI! Learn how to use Copilot to analyze data, create insights, automate tasks, and boost productivity in just 90 minutes.
Duration: 1 Day
Hours: 1 Hour 30 Minutes
Training Level: All Levels
Batch One
Monday, June 01, 2026
12:00 PM - 01:30 PM (Eastern Time)
Live Session
Single Attendee
$149.00 $249.00
Live Session
Recorded
Single Attendee
$199.00 $332.00
6 month Access for Recorded
Live+Recorded
Single Attendee
$249.00 $416.00
6 month Access for Recorded

About the Course:

Imagine having a senior data analyst sitting next to you, one who never gets tired, knows every formula, and can clean, analyse, and visualise your data in seconds. That is exactly what Copilot in Excel becomes once you know how to use it. In this fast-paced, hands-on 90-minute session, you will learn how to talk to your spreadsheets in plain English, ask questions, get instant insights, generate formulas without memorising syntax, build charts on the fly, spot trends, and automate the boring stuff. By the end of this session, you will stop fighting Excel and start commanding it.

Why This Course?

Most professionals lose hours every week wrestling with Excel, fixing formulas, cleaning messy data, and building the same charts again and again. Copilot ends that struggle, but only if you know the right prompts and patterns. This course is not a feature tour. It's a hands-on workshop built around real workplace scenarios, sales data, finance reports, HR trackers, and marketing dashboards, so you walk away with prompts and workflows you can use the very next morning.

Why Now?

AI is rewriting how analysts and knowledge workers operate, fast. Copilot in Excel is the single biggest productivity unlock the spreadsheet has seen in 30 years. The professionals who pick it up early are already finishing reports in minutes that used to take half a day. Learning Copilot in Excel today is what learning pivot tables was a decade ago, a skill that quietly makes you indispensable. The earlier you start, the bigger your edge.

Course Objectives:

By the end of this 90-minute session, learners will be able to:

  • Activate and navigate Copilot inside Excel with confidence.
  • Use natural-language prompts to clean, sort, and transform messy data.
  • Generate complex formulas (VLOOKUP, IF, SUMIFS, and more) without memorising syntax.
  • Build charts, tables, and pivot summaries instantly from a single prompt.
  • Surface trends, outliers, and quick insights from any dataset using AI.
  • Apply prompt best practices to get accurate, repeatable, and reliable Excel results.

Who is the Target Audience?

  • Working professionals who live inside Excel, finance, sales, marketing, operations, and HR.
  • Analysts and consultants who want to speed up reporting and analysis dramatically.
  • Managers and team leads who handle data dashboards and weekly review decks.
  • Anyone tired of Googling formulas and ready to let AI do the heavy lifting.

Basic Knowledge:

  • Working knowledge of Excel basics (rows, columns, simple formulas, charts).
  • Access to a Microsoft 365 account with a Copilot licence (recommended for live practice).
  • No prior AI or coding experience required; beginners are fully welcome.
  • A laptop, an open mind, and the willingness to type a few prompts. That's it.

Curriculum
Total Duration: 1 Hour 30 Minutes
Welcome & The New Era of AI-Powered Excel

  • Why Excel users struggle with repetitive tasks
  • What Copilot can and cannot do
  • How AI integrates into modern Excel workflows
  • Real examples from finance, sales, HR, and marketing
  • Overview of the 90-minute transformation journey

Talking to Excel in Plain English

  • Anatomy of a good Excel AI prompt
  • Context + Intent + Output format
  • Weak prompts vs strong prompts
  • Prompt refinement techniques
  • Common mistakes beginners make

AI-Powered Data Cleaning & Preparation

  • Removing duplicates
  • Fixing inconsistent formatting
  • Splitting and combining text columns
  • Identifying missing values
  • Standardizing date and currency formats
  • Converting raw data into structured tables

Formula Generation Without Memorizing Syntax

  • AI-generated formulas
  • Understanding:
    • IF. SUMIFS. COUNTIFS. XLOOKUP / VLOOKUP. TEXT functions. Date formulas
  • Translating business questions into formulas
  • Formula explanation and debugging with Copilot

Instant Charts, Pivot Tables & Dashboards

  • AI-generated charts
  • Creating pivot summaries with prompts
  • Choosing the right visualization automatically
  • Building quick management dashboards
  • Formatting charts professionally

Finding Insights, Trends & Outliers with AI

  • Trend identification
  • Outlier detection
  • Forecast-style observations
  • Comparative analysis
  • AI-generated summaries for leadership reporting

Best Practices, Limitations & Workflow Integration

  • Verifying AI-generated outputs
  • Prompt best practices
  • Avoiding hallucinations and incorrect analysis
  • When to trust AI vs manual review
  • Building repeatable AI workflows in Excel