Overview
This hands-on, instructor-led course is ideal for anyone who wants to use Microsoft Copilot to understand data, ask useful questions and create clearer summaries in Excel. The session focuses on practical everyday tasks such as explaining data, identifying trends, supporting formula creation and turning spreadsheet information into useful written insights. Delegates will learn how to prompt Copilot effectively while checking outputs carefully and applying their own knowledge of the data.
Course Content
Understanding data and useful insights
• Preparing data for use with Copilot
• Understanding what makes data clear and usable
• Asking questions about spreadsheet information
• Checking outputs for accuracy and relevance
Prompting for Excel tasks
• Writing prompts for data analysis
• Asking Copilot to explain information
• Prompting for sorting, filtering and cleaning suggestions
• Improving prompts to get more useful responses
Common Excel queries
• Explaining data in plain English
• Identifying key figures and patterns
• Summarising information from tables
• Asking follow-up questions
Formula creation and explanation
• Asking Copilot to suggest formulas
• Understanding formula logic
• Explaining existing formulas
• Checking suggested formulas before using them
Trends, summaries and actions
• Identifying trends in data
• Generating written summaries
• Turning insights into practical actions
• Presenting findings clearly for colleagues
Practical exercises throughout the course
• Real-world document scenarios
• Hands-on document creation
• Improving an existing document
• Best practice and key takeaways
