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Excel Data Analysis with Microsoft 365 Copilot (New)

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£350 +VAT
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Excel Data Analysis with Microsoft 365 Copilot

Unlock the power of AI in Excel

This one-day specialist course shows you how to use Microsoft 365 Copilot to transform your data analysis workflow. Learn to clean, explore, model, and report on data using natural language prompts—plus automate tasks, build dashboards, and track KPIs with ease. Ideal for analysts and Excel power users ready to work smarter, not harder.

Designed for data professionals, analysts, and advanced Excel users who want to leverage Microsoft 365 Copilot to streamline data analysis, reporting, and productivity tasks.

Course content

Prerequisites

  • Strong working knowledge of Excel (formulas, tables, charts, pivot tables)
  • Familiarity with Microsoft 365 environment

Course goals

By the end of this course, delegates will be able to:

  • Use Copilot to automate and enhance data analysis workflows in Excel
  • Generate insights, summaries, and visualisations using natural language prompts
  • Apply Copilot to real-world datasets for reporting and decision support
  • Build dashboards and track KPIs with Copilot assistance
  • Automate repetitive tasks and improve productivity using Copilot
  • Understand limitations and best practices for using AI in Excel

Topics

Lesson 1: Introduction to Copilot in Excel

  • Overview of Microsoft 365 Copilot
  • How Copilot integrates with Excel and other M365 apps
  • Licensing and access requirements
  • Copilot interface and prompt design
  • Understanding Copilot’s AI model and data privacy boundaries

Lesson 2: Working with Structured Data

  • Preparing data for Copilot analysis
  • Using Copilot to clean and transform datasets
  • Creating tables and named ranges with AI assistance
  • Copilot for formula generation, explanation, and troubleshooting
  • Using Copilot to audit and validate data

Lesson 3: Exploratory Data Analysis with Copilot

  • Asking Copilot to summarise datasets
  • Identifying trends, outliers, and patterns
  • Using Copilot to generate descriptive statistics
  • Creating dynamic charts and visualisations via prompts
  • Copilot for conditional formatting and data highlighting

Lesson 4: Advanced Analysis Techniques

  • Using Copilot with PivotTables and Power Query
  • Forecasting with Copilot
  • Scenario modelling and what-if analysis
  • Copilot-assisted dashboards and KPI tracking
  • Integrating Copilot with Excel’s Data Types and Linked Data

Lesson 5: Copilot for Productivity and Collaboration

  • Automating repetitive tasks with Copilot
  • Generating summaries and reports from Excel data

Lesson 6: Limitations, Ethics and Best Practices

  • Understanding Copilot’s limitations in Excel
  • Data privacy and governance considerations
  • Prompt engineering tips for better results
  • When to trust vs. verify Copilot outputs
  • Responsible use of AI in business contexts
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