Copilot for Excel: Achieve More with Your AI Assistant by Microsoft Press

Course details

This course aims to transform your Excel skills with the integration of Copilot, an advanced AI assistant designed to enhance your data handling capabilities. From sorting and filtering data to complex formula writing and insightful data analysis, Copilot elevates your Excel experience by automating tasks and providing intelligent recommendations.

In this course, learn the different types of Copilots, and leverage its capabilities for research and problem-solving within Excel. By the end of the course, you should be proficient in using Copilot to write formulas, generate charts, and uncover valuable insights from your data, making your workflow more efficient and impactful.

Learning objectives
Get assistance with everyday Excel tasks using natural language.
Boost efficiency in Excel with Microsoft Copilot .
Employ Copilot to write, explain, and debug complex Excel formulas .
Leverage Copilot for intelligent data analysis and generating actionable insights.
Speak to your data (No more traditional search engines for help).

Concepts

0. Introduction

01 - Copilot with Microsoft Excel - Introduction

1. Fundamentals of Copilot with Excel

02 - Learning objectives
03 - Unveil Copilot and what it offers
04 - Understand the different Microsoft Copilots available
05 - Learn the Copilot interfaces
06 - Get assistance from your everyday Copilot
07 - Use Copilot in Microsoft Excel
08 - Compare Copilot with classic search engines
09 - Exercise - Use Copilot as your Excel assistant

2. Manage Your Data with Copilot

10 - Learning objectives
11 - Sort and filter data with Copilot
12 - Highlight what matters in a table
13 - Use Copilot for complex conditional formatting rules
14 - Manage conditional formatting rules
15 - Exercise - Use Copilot with your Excel data

3. Let Copilot Write Your Formulas

16 - Learning objectives
17 - Write formula columns with Copilot
18 - Apply text operations with Copilot formulas
19 - Produce multiple results from a single Copilot prompt
20 - Perform calculations with dates
21 - Write formulas that use other tables
22 - Implement lookup formulas and compare tables
23 - Exercise - Use Copilot for Excel formulas

4. Clean, Prepare, and Automate Data with Copilot

24 - Learning objectives
25 - Clean data suggestions with Copilot in Excel for the web
26 - Use Copilot to sanitize data in Excel files
27 - Extract data from PDF files to Excel
28 - Generate Power Query M code with Copilot
29 - Create VBA code using Copilot for automation
30 - Exercise - Use Copilot to clean and prepare data

5. Data Analysis with Copilot in Excel

31 - Learning objectives
32 - Get suggested insights on data from Copilot
33 - Use natural language questions for data insights
34 - Produce PivotTables and PivotCharts
35 - Perform text analysis with Copilot
36 - Exercise - Analyze data with Copilot

Conclusion

37 - Copilot with Microsoft Excel - Summary