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Microsoft Copilot for Excel

AI-Powered Data Analysis

Maven Analytics and Enrique Ruiz

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

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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 Generative AI 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 using Copilot to add new formula columns using natural language, apply conditional formatting rules to highlight key data points, and analyze 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 Copilot in Excel – and 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 OUTLINE:

  • Introducing Copilot

    • Enable Copilot for Excel 365, introduce its basic features and limitations, and compare it with ChatGPT

  • Adding Formula Columns

    • Create calculated columns with Copilot’s formula suggestions, including conditional, text, date & lookup functions

  • Sorting, Filtering & Highlighting

    • Manipulate tables by sorting & filtering using natural language and apply conditional formatting rules to highlight key data points

  • Analyzing Data

    • Find insights by asking Copilot to analyze your data and generate pivot tables, charts & graphs, and data-driven recommendations

  • BONUS: Ask for Support

    • Leverage Copilot’s generative AI engine to get Excel pro tips and expert advice beyond its core capabilities

Ready to dive in? Join today and get immediate

Happy learning.

-Enrique Ruiz (Certified Excel Expert & Best-Selling Instructor, Maven Analytics)

Looking for our full business intelligence stack? Search for "Maven Analytics" to browse our full course library, including Excel, Power BI, MySQL, Tableau and Machine Learning courses.

See why our courses are among the TOP-RATED on Udemy:

"Some of the BEST courses I've ever taken. I've studied several programming languages, Excel, VBA and web dev, and Maven is among the very best I've seen. " Russ C.

"This is my fourth course from Maven Analytics and my fourth 5-star review, so I'm running out of things to say. I wish Maven was in my life earlier. " Tatsiana M.

"Maven Analytics should become the new standard for all courses taught on Udemy. " Jonah M.

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What's inside

Learning objectives

  • Enable copilot pro for microsoft 365 and learn about its strengths and limitations
  • Create calculated columns using natural language and leverage copilot's formula suggestions
  • Apply basic and advanced conditional formatting rules to highlight key data using copilot
  • Find insights by asking copilot to analyze your data and generate pivot tables, charts, and data-driven recommendations
  • Use copilot's generative ai engine to solve more custom or advanced use cases

Syllabus

Getting Started
Course Structure & Outline
READ ME: Important Notes for New Students
DOWNLOAD: Course Resources
Read more
Setting Expectations
The Course Project
Introducing Copilot
Meet Copilot
Copilot vs. ChatGPT
Basic Features
Main Limitations
Getting Copilot Pro for Microsoft 365
DEMO: Analyzing Marketing Campaigns
Key Takeaways
Adding Formula Columns
RECAP: Analyzing Data
DEMO: Working with Text
DEMO: Date Calculations
DEMO: Conditional Statements
DEMO: Lookups
RECAP: Adding Formula Columns
Sorting, Filtering & Highlighting
Sorting & Filtering Data
Highlighting Data
DEMO: Formula Based Formatting
DEMO: Color Scales & Data Bars
DEMO: Editing Spreadsheets
RECAP: Sorting, Filtering & Highlighting
Analyzing Data
Supporting Advanced Use Cases
DEMO: Profiling Data
DEMO: Summarizing Data
DEMO: Visualizing Data
DEMO: Making Recommendations
Ask for Support
DEMO: Dynamic Array Functions
DEMO: VBA Macros
DEMO: Python in Excel
Wrapping Up
BONUS LESSON

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Taught by an instructor who develops products using the industry-leading Office 365 software
Explores the fundamentals of Excel and expands on them with more advanced applications to real-world scenarios
Teaches how to analyze data and generate insights using industry leading spreadsheet software
The instructor is a certified expert in Excel and a best-selling instructor on a popular online learning platform
Introduces Copilot for Excel and provides a thorough overview and explanation of its features and uses
Provides exercises and examples to solidify the concepts and enhance practical application

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Microsoft Copilot for Excel: AI-Powered Data Analysis with these activities:
Review data formats and definitions
Begin by reviewing the basics of data formats and definitions to better understand the course content.
Browse courses on Data Formats
Show steps
  • Revisit common data formats such as CSV, JSON, and XML.
  • Review basic data structures like arrays, lists, and dictionaries.
Review and Practice Data Analytics Basics
Refresh your knowledge of data analytics fundamentals like data collection, data cleaning, and exploratory data analysis to prepare for this course.
Show steps
  • Review concepts of data types, data structures, and data collection methods.
  • Practice basic data manipulation techniques using Excel or other tools.
  • Experiment with data visualization techniques to represent data insights.
Participate in a study group
Join a study group to discuss course concepts, work on projects together, and reinforce your understanding.
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  • Find a group of peers with similar interests and goals.
  • Meet regularly to discuss course material, ask questions, and share insights.
Four other activities
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Show all seven activities
Practice creating formulas in Excel
Work on practice problems to solidify your understanding of Excel formulas and functions.
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Show steps
  • Use Excel's formula builder to create basic formulas.
  • Practice using a variety of formula functions, such as SUM, AVERAGE, and IF.
Explore advanced Excel features
Seek out tutorials to learn more advanced Excel features, such as macros, pivot tables, and data validation.
Browse courses on Advanced Excel
Show steps
  • Identify areas where you want to improve your Excel skills.
  • Find online tutorials or courses that cover these topics.
  • Follow along with the tutorials and practice using the new features.
Create a data analysis dashboard
Develop a data analysis dashboard in Excel to showcase your proficiency in data visualization and analysis.
Browse courses on Data Visualization
Show steps
  • Gather and prepare data for your dashboard.
  • Use Excel's charting and graphing features to create visualizations.
  • Combine visualizations and other elements to create a comprehensive dashboard.
Develop a data analysis report
Compile a data analysis report to consolidate your learning and demonstrate your ability to analyze data and communicate insights.
Browse courses on Data Analysis
Show steps
  • Choose a dataset to analyze.
  • Use Excel to analyze the data and draw conclusions.
  • Write a report that summarizes your findings.

Career center

Learners who complete Microsoft Copilot for Excel: AI-Powered Data Analysis will develop knowledge and skills that may be useful to these careers:

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