15 Microsoft Copilot Tips for Everyday Data Analysis
21mGeneral2026-05-07
Authors
Emma Chieppor
Course details
Want faster answers from your data? In this course, Emma Chieppor delivers practical, easy-to-follow tips for using Copilot to boost your data analysis work. Learn how to leverage Copilot in Excel, write high-impact prompts, avoid common pitfalls, and get consistent, reliable outputs. Emma includes real-world examples of using Copilot to generate formulas, format data, and troubleshoot errors.
Learning objectives
Identify what makes a clear, effective prompt for Copilot when working with data.
Apply prompt patterns to have Copilot generate and explain formulas, or optimize queries.
Troubleshoot common issues in Copilot's outputs and revise prompts to improve accuracy.
Evaluate when to rely on Copilot's results and how to double-check its work.
Compare different prompt approaches to see which produce the most consistent, reliable outputs.
Learning objectives
Identify what makes a clear, effective prompt for Copilot when working with data.
Apply prompt patterns to have Copilot generate and explain formulas, or optimize queries.
Troubleshoot common issues in Copilot's outputs and revise prompts to improve accuracy.
Evaluate when to rely on Copilot's results and how to double-check its work.
Compare different prompt approaches to see which produce the most consistent, reliable outputs.
Skills covered
Microsoft 365 CopilotCopilotAI Productivity and Everyday UseSpreadsheetsMicrosoft ExcelData AnalysisData ScienceBusiness Analysis and StrategyBusiness Software and ToolsMicrosoft
Concepts
Introduction
- Course overview
Audit and Understand Your Data
- How to audit data with Copilot
- How to audit Excel models with Copilot
Clean and Prepare Your Data
- How to clean messy data with Copilot
- How to merge multiple sheets with Copilot
Structure and Organize Your Data
- How to apply conditional formatting with Copilot
- How to filter and sort data with Copilot
- How to add calculated columns with Copilot
- How to analyze text and extract sentiment with Copilot
Write and Fix Formulas
- How to write Excel formulas with Copilot
- How to debug formula errors with Copilot
Analyze and Visualize Your Data
- How to create pivot tables with Copilot
- How to generate charts with Copilot
- How to compare datasets with Copilot
- How to build a forecast model with Copilot
- How to create Excel dashboards with Copilot