Microsoft Copilot for Excel
2h 22mGeneral2025-07-14
Authors
Maven Analytics
Enrique Ruiz
Course details
This is a hands-on, project-based course designed to help you leverage Copilot in Microsoft Excel to solve real-world data analytics problems. Start by reviewing Microsoft Copilot’s basic features and limitations, compare strengths and weaknesses against tools like ChatGPT, and get up and running with Copilot for Microsoft 365 on your machine. From there, instructor Enrique Ruiz dives 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 PivotTables and charts. Along the way, 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. Throughout the course, you’ll get a chance to practice your new skills in role-play exercises as a corporate HR administrator.
Skills covered
Microsoft CopilotSpreadsheetsMicrosoft ExcelAI Productivity ToolsArtificial Intelligence for BusinessLimited SeriesBusiness Software and ToolsMicrosoft
Concepts
0. Introduction
- 01 - Course structure and outline
- 02 - Setting expectations
- 03 - The course project
1. Introducing Copilot
- 04 - Meet Copilot
- 05 - Copilot versus ChatGPT
- 06 - Basic features of Copilot
- 07 - Main limitations of Copilot
- 08 - Getting Copilot Pro for Microsoft 365
- 09 - Analyzing marketing campaigns
- 10 - Key takeaways
2. Adding Formula Columns
- 11 - Adding formula columns
- 12 - Working with text
- 13 - Performing date calculations
- 14 - Applying conditional statements
- 15 - Using lookups
- 16 - Recap - Adding formula columns
3. Sorting, Filtering, and Highlighting
- 17 - Sorting and filtering data
- 18 - Highlighting data
- 19 - Using formula-based formatting
- 20 - Applying color scales and data bars
- 21 - Editing spreadsheets
- 22 - Recap - sorting, filtering, and highlighting
4. Analyzing Data
- 23 - Analyzing data
- 24 - Profiling data
- 25 - Summarizing data
- 26 - Visualizing data
- 27 - Advanced analysis with Python
- 28 - Demo - Advanced analysis
- 29 - Recap - Analyzing data
5. Bonus - Asking for Support
- 30 - Asking for support
- 31 - Working with dynamic array formulas
- 32 - Creating VBA macros