Copilot For Excel

Essential AI Skills for Data Management and Analysis

What you'll learn

Identify the different versions of Copilot and how to access it in Excel

Discuss what Copilot can do in Excel

Navigate the Copilot pane

Use Copilot for basic formatting commands

Apply basic and advanced conditional formatting with Copilot

Use Copilot to create formulas and functions

Identify formula errors

Use Copilot to insert different types of charts

Create prompts to analyze and summarize numeric and text data

Use Copilot prompts to manage data, including removing and filtering columns

Analyze Outlook emails and OneDrive documents in Excel

Use Python for deep data analysis

Identify best practices when using Copilot in Excel

Requirements

Having basic Excel skills will support your progress throughout the course.

Description

Learn to harness the power of Copilot in Excel to streamline data tasks, enhance analysis, and boost productivity.In this Bigger Brains course, you'll explore how Microsoft Copilot integrates with Excel. Kathy Jones, a Microsoft trainer with over 25 years’ experience, will demonstrate how you can use Copilot to simplify much of your work - from formatting and formulas to data visualization and analysis. You'll learn how to access Copilot, navigate its interface, and use it to apply formatting, build formulas, and troubleshoot errors. You’ll also learn how to generate charts, summarize data, and manage columns using natural language prompts—making complex tasks more intuitive and efficient.Beyond core Excel functions, you'll discover how Copilot connects with other Microsoft tools to analyze content from Outlook and OneDrive and how to apply best practices for prompt creation and data management. Whether you're new to Copilot or looking to expand your skills, this course offers practical techniques to help you work smarter with Excel’s AI-powered assistant.Topics covered include:Identifying the different versions of Copilot and how to access it in ExcelDiscussing what Copilot can do in ExcelNavigating the Copilot paneUsing Copilot for basic formatting commandsApplying basic and advanced conditional formatting with CopilotUsing Copilot to create formulas and functionsIdentifying formula errorsUsing Copilot to insert different types of chartsCreating prompts to analyze and summarize numeric and text dataUsing Copilot prompts to manage data, including removing and filtering columnsAnalyzing Outlook emails and OneDrive documents in ExcelUsing Python for deep data analysisIdentifying best practices when using Copilot in ExcelEnjoy award winning HD content in the “Uniquely Engaging”TM Bigger Brains Teacher-Learner style!

Overview

Section 1: Overview, Formatting, and Functions

Lecture 1 Introduction

Lecture 2 Overview and Setup

Lecture 3 Formatting

Lecture 4 Formulas

Section 2: Data Analysis, Integration, and Macros

Lecture 5 Charts and Data Analysis

Lecture 6 Manage Data and Integration

Lecture 7 Learning and Macros

Microsoft 365 Office users with a Copilot license who have an intermediate knowledge of Excel and want to use Copilot to facilitate tasks.