Excel Copilot: Working with PivotTables

Course details

Embark on a journey to master Excel Copilot and revolutionize your approach to PivotTables. This course is designed for intermediate Excel users with access to Copilot, looking to elevate their data analysis skills. Whether you're a data analyst, business professional, or someone with a keen interest in data manipulation, this course can help you enhance your workflow with practical AI-powered Excel solutions. Learn how to structure data for optimal Copilot performance, enabling you to clean and prepare datasets with precision. Discover the power of sorting, filtering, and using slicers to refine your data exploration processes. Tackle advanced techniques to enhance your PivotTables with conditional formatting and make insightful data presentations.

Dive into this course to find out how Copilot’s cutting-edge data management capabilities can automate repetitive tasks and help you uncover meaningful insights.

Concepts

Introduction

Welcome to PivotTables with Copilot
What to know before starting this course

Preparing Data for PivotTables

Structuring data for the best Copilot performance
Formatting and cleaning PivotTable source data with Copilot
Challenge - Cleaning and structuring data for PivotTable
Solution - Cleaning and structuring data for PivotTable

Creating and Modifying PivotTables

Getting suggested insights with Recommended PivotTables
Creating a basic PivotTable with Copilot
Changing summarization methods
Adding and rearranging categories in PivotTables
Challenge - Building PivotTables to summarize sales data
Solution - Building PivotTables to summarize sales data

Enhancing PivotTables

Sorting, filtering, and slicers in PivotTables
Grouping data in PivotTables
Applying conditional formatting to PivotTables
Challenge - Refining a PivotTable for better insights
Solution - Refining a PivotTable for better insights

Advanced PivotTable Techniques with Copilot

Creating PivotCharts with Copilot
Using GROUPBY and PIVOTBY as alternatives to PivotTables
Using Python in Excel as an alternative to PivotTables
Challenge - Enhancing PivotTables with advanced features
Solution - Enhancing PivotTables with advanced features

Conclusion

The future of AI in PivotTables and Excel