Microsoft Copilot for Excel

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.

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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

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

Traffic lights

Read about what's good

what should give you pause

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

Reviews summary

Mastering excel ai with copilot

According to learners, this course offers a highly practical and hands-on approach to leveraging Microsoft Copilot for Excel. Many highlight the instructor's clear explanations and deep expertise, making complex AI concepts accessible. Students find the course particularly valuable for its focus on real-world data analysis problems, covering essential features like formula columns, conditional formatting, and pivot tables. While largely praised for its foundational strength, a few learners suggest a desire for more in-depth coverage on advanced topics. The course effectively introduces Copilot's capabilities and limitations, proving beneficial for professionals aiming to enhance their Excel productivity with AI.

Provides solid basics of Copilot for various Excel tasks.

"Good introduction to Copilot for Excel. The course provides a solid overview of its capabilities..."

"A game changer! Learning how to generate Python code in Excel with Copilot was mind-blowing."

"The course structure is logical, and the project-based approach makes learning very effective."

Instructor's explanations are highly praised for clarity.

"Enrique is a fantastic instructor, very knowledgeable and explains complex concepts simply."

"Excellent course! Clear explanations, hands-on practice, and very relevant to current data analysis trends. The instructor's expertise shines through."

"I appreciated the detailed breakdown of Copilot's features and how to integrate them into daily tasks."

Directly applicable to real-world data analysis tasks.

"This course is incredibly practical and clear. I especially loved the hands-on demos on how to use Copilot for formula columns and pivot tables."

"As an HR professional, this course was directly applicable to my job. The examples using employee data were perfect."

"Super practical! The instructor demystifies Copilot and shows exactly how to use it in real-world scenarios."

Learners acknowledge Copilot's occasional finicky nature.

"While Copilot is interesting, I found some of the limitations a bit frustrating, which isn't the course's fault..."

"My only critique is that Copilot itself can be a bit finicky sometimes, which isn't the course's fault."

"The course effectively covers basic features and limitations of Copilot."

Some wished for more advanced examples and detailed coverage.

"I was hoping for more in-depth coverage. Some topics felt superficial, and I already knew most of the basic Excel functions."

"Decent course, but felt a bit rushed in some areas, especially the advanced topics like dynamic arrays."

"I wish there were more advanced examples beyond the HR admin scenario."

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

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Begin by reviewing the basics of data formats and definitions to better understand the course content.

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