15 Microsoft Copilot Tips for Everyday Data Analysis

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.

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