Excel Copilot: Working with PivotTables
1h 22mIntermediate2025-08-26
Authors
George Mount
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.
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.
Skills covered
Microsoft CopilotSpreadsheetsMicrosoft ExcelAI Productivity ToolsArtificial Intelligence for BusinessBusiness Software and ToolsMicrosoftDeep Dive (X:Y)
Concepts
0. Introduction
- 01 - Welcome to PivotTables with Copilot
- 02 - What to know before starting this course
1. Preparing Data for PivotTables
- 03 - Structuring data for the best Copilot performance
- 04 - Formatting and cleaning PivotTable source data with Copilot
- 05 - Challenge - Cleaning and structuring data for PivotTable
- 06 - Solution - Cleaning and structuring data for PivotTable
2. Creating and Modifying PivotTables
- 07 - Getting suggested insights with Recommended PivotTables
- 08 - Creating a basic PivotTable with Copilot
- 09 - Changing summarization methods
- 10 - Adding and rearranging categories in PivotTables
- 11 - Challenge - Building PivotTables to summarize sales data
- 12 - Solution - Building PivotTables to summarize sales data
3. Enhancing PivotTables
- 13 - Sorting, filtering, and slicers in PivotTables
- 14 - Grouping data in PivotTables
- 15 - Applying conditional formatting to PivotTables
- 16 - Challenge - Refining a PivotTable for better insights
- 17 - Solution - Refining a PivotTable for better insights
4. Advanced PivotTable Techniques with Copilot
- 18 - Creating PivotCharts with Copilot
- 19 - Using GROUPBY and PIVOTBY as alternatives to PivotTables
- 20 - Using Python in Excel as an alternative to PivotTables
- 21 - Challenge - Enhancing PivotTables with advanced features
- 22 - Solution - Enhancing PivotTables with advanced features
Conclusion
- 23 - The future of AI in PivotTables and Excel