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From Excel Expertise to Confident Copilot Usage in Everyday Work
2-Day Training
“I know Excel – but how exactly does Copilot help me?”
“I want to understand what Copilot suggests – not just click through it.”
“How can I produce results faster and with more structure?”
This course is designed for professionals who are already confident using Excel – and now want to learn how to use Microsoft 365 Copilot strategically to work with data more effectively, efficiently, and independently.
Participants will analyze, structure, and interpret tasks first using Excel – and then with Copilot.
Not redundantly – but intelligently. Not blindly – but with intention.
You won’t just learn what Copilot can do – but how to integrate it meaningfully into your Excel workflows.
You’ll learn:
- how to turn complex questions into clear prompts,
- how to understand, refine, and improve Copilot’s responses,
- and how to stay in control and make informed decisions yourself.
Understand, don’t guess. Structure instead of gut feeling. Copilot as a colleague – not a machine.
Day 1 – Mastering Excel, Using Copilot Effectively
Goal: Confident Excel use & evaluating Copilot’s results with competence
Topic | Without Copilot | What Copilot Adds |
Introduction to Copilot | Interface, requirements, access | Prompt basics & usage logic |
Tables & Structure | Create, structure, and filter tables | Suggestions for cleanup & transformation |
Functions & Logic | Use of IF, XLOOKUP, AVERAGE, etc. | Generate and explain formulas |
Data Cleaning | Manual error correction & format checks | Automated cleaning suggestions |
Visualization | Create charts & pivot tables manually | Copilot-driven analysis & visualizations |
Prompt Practice | Develop and test prompts | Compare results, refine input |