Microsoft Copilot in Excel*
- Overview of Copilot's capabilities within Excel.
- Data Analysis with Copilot: Using Copilot to analyse data, identify trends, relationships, and outliers.
- Creating Formulae: Leveraging Copilot to generate and edit formulae efficiently.
- Editing Excel Workbooks: Techniques for modifying and enhancing Excel workbooks using Copilot.
- Formatting Data: Utilising Copilot to format data for better readability and presentation.
- Automating Tasks: Streamlining repetitive tasks with Copilot's automation features.
- Visualising Data: Creating charts and graphs with Copilot to visualise data insights.
- Best Practices: Tips and strategies for maximising the use of Copilot in Excel.
*This content is covered in full detail in our Microsoft 365 Copilot for Business Users course
Working with data in Excel
- Database rules
- Data tables
- Dynamic named ranges
- Slicers
Pivot Tables
- From data table
- From multiple tables / sources
- Integration with Power Query
- Pivot Charts
- Reporting tools
- Loading multiple tables
- Data model
Introduction to Power Query
- Query concepts
- Get & Transform data
- Queries & Connections
- Data tools
- Launching the Power Query Editor
Introduction to Relational databases
- Creating reports from multiple tables / data sources
- Primary & foreign keys
- Types of relationship- one-many, many-many
- Types of join- Inner, Outer
Importing data from
- Separate tabs (sheets) of the same Excel file
- External Excel workbooks
- SharePoint / web / cloud
- Oracle
- SQL
- CSV
- Microsoft Access
- All other sources
Shaping data
- Filter / sort / group
- Formatting / converting data type
- Show / hiding columns
- Replacing text / values / missing & Null values
- Transpose
Transforming data
- Splitting / merging columns
- Concatenation
- Extracting data
- Delimiting data
- Trimming and cleaning
- Adding prefix / suffix
- Creating calculated fields
- Un-pivoting
- Filter for errors
- Creating custom columns
Creating & Storing Queries
- Simple queries
- Advanced combined queries
- Merge multiple tables
- Append from multiple sources
- Understanding query / applied steps
- Table links and relationships
- Adding a query to a data model
- Loading a query to Excel worksheet
- Refreshing / updating data
- Live link to cloud
Excel Functions Vs Power Query
- Merging / Combining Vs VLOOKUP, MATCH & INDEX
- Transforming data Vs Text functions
- Pivot Tables Vs SUMIF, COUNTIF
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