Microsoft Copilot for Excel (2024)
2h 4mGeneral2024-10-03
Authors
Maven Analytics
Enrique Ruiz
Course details
This hands-on, project-based course teaches you how to leverage Copilot in Excel to solve real-world data analytics problems. Instructor Enrique Ruiz starts by reviewing Microsoft Copilot’s basic features and limitations, comparing strengths and weaknesses against gen AI tools like ChatGPT, and gets you up and running with Copilot for Microsoft 365.
Dive into each of Copilot’s core use cases for data management and analysis. Practice adding new formula columns using natural language, applying conditional formatting rules to highlight key data points, and analyzing data to find insights using pivot tables and charts. Learn how to use Copilot’s generative AI engine for more advanced use cases, including writing dynamic array formulas and generating Python code within Excel.
The course puts you in the role of an HR Admin at ACME, a manufacturing company that makes outlandish products. Use the skills you learn to manipulate employee data, monitor performance metrics, and make data-driven recommendations to your HR supervisor.
Dive into each of Copilot’s core use cases for data management and analysis. Practice adding new formula columns using natural language, applying conditional formatting rules to highlight key data points, and analyzing data to find insights using pivot tables and charts. Learn how to use Copilot’s generative AI engine for more advanced use cases, including writing dynamic array formulas and generating Python code within Excel.
The course puts you in the role of an HR Admin at ACME, a manufacturing company that makes outlandish products. Use the skills you learn to manipulate employee data, monitor performance metrics, and make data-driven recommendations to your HR supervisor.
Skills covered
AI Productivity ToolsSpreadsheetsArtificial Intelligence for BusinessLimited SeriesBusiness Analysis and StrategyBusiness Software and Tools
Concepts
Introduction
- Course structure and outline
- Setting expectations
- The course project
Introducing Copilot
- Meet Copilot
- Copilot vs. ChatGPT
- Basic features of Copilot
- Main limitations of Copilot
- Getting Copilot Pro for Microsoft 365
- Analyzing marketing campaigns
- Key takeaways
Adding Formula Columns
- Adding formula columns
- Working with text
- Performing date calculations
- Applying conditional statements
- Using lookups
- Recap - Adding formula columns
Sorting, Filtering, and Highlighting
- Sorting and filtering data
- Highlighting data
- Utilizing formula-based formatting
- Applying color scales and data bars
- Editing spreadsheets
- Recap - Sorting, filtering, and highlighting
Analyzing Data
- Analyzing data
- Profiling data
- Summarizing data
- Visualizing data
- Making recommendations
- Recap - Analyzing data
Bonus - Asking for Support
- Asking for support
- Working with dynamic array formulas
- Creating VBA macros
- Utilizing Python in Excel