Copilot in Excel: Building Dynamic Dashboards

Discover how to turn raw data into dynamic Excel dashboards with Microsoft Copilot. In this hands-on course, instructor Ann Emery—an expert with decades of Excel experience and an early adopter of Copilot for Excel—shows you how to combine essential Excel skills with AI-powered automation to build a professional, interactive dashboard using survey data from a fictional hotel. Designed for Excel and Copilot users who manage or analyze data, the course covers core dashboard components—datasets, PivotTables, PivotCharts, and slicers—while using Copilot to brainstorm KPIs, generate formulas, create visualizations, and apply clean formatting. Ann also highlights when Copilot support helps and when manual techniques offer more control.

Learning objectives
Build complete, dynamic Excel dashboards with properly formatted datasets, PivotTables, PivotCharts, and connected slicers that support real-time filtering.
Generate comprehensive KPI lists and step-by-step dashboard instructions using Copilot to accelerate project planning and brainstorming.
Create PivotTables, formulas, and charts using Excel Copilot prompts while evaluating when AI assistance is more efficient than manual methods.
Configure slicer connections and report relationships to enable real-time filtering across multiple dashboard components simultaneously.
Apply professional formatting and conditional color-coding through both Copilot automation and manual techniques to produce polished dashboard layouts.