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Understand Excel deeply – and use Copilot consciously, safely, and effectively
Mastering Excel is one thing – using Copilot purposefully is another.
In this seminar, you will learn how to use Copilot intentionally and in control, enabling you to analyze, structure, and interpret Excel data more efficiently while still making informed, human decisions.
You begin with classic Excel tasks, check your results manually, and then compare them with Copilot-generated solutions. This approach lets you immediately see which suggestions are helpful — and where you need to step in. Practical, transparent, and never a blind flight.
Your Benefits at a Glance
- Use Copilot purposefully to complete Excel tasks faster and more efficiently
- Translate complex questions into clear and effective prompts
- Understand, review, and refine Copilot-generated results
- Analyze, structure, and visualize Excel data with confidence
- Make informed decisions without blindly relying on automation
Course Content
Day 1 – Understanding Excel, Using Copilot Purposefully
Copilot Introduction
- Interface, requirements, access in Microsoft 365
- Introduction to prompt logic and interaction
- Examples of clear vs. unclear inputs
Tables & Structure
- Create, structure, and filter professional Excel tables
- Review suggestions for data cleaning & transformation
Functions & Logic
- Understand IF(), XLOOKUP(), AVERAGE(), etc.
- Let Copilot generate, explain, and correct formulas
Data Cleaning
- Manual error correction & format validation
- Evaluate Copilot’s automated cleaning proposals
Visualization
- Create charts & PivotTables manually
- Use Copilot for analytical and visual suggestions
Prompt Practice
- Develop and test prompts
- Compare variations, refine inputs
Day 2 – Analysis, Pivot & Decision Support
PivotTables & Dashboards
- Structure, combine, and analyze data
- Automated top lists and visual insights
Scenarios & Goal Seeking
- Goal Seek, What‑If analysis
- Parameter simulation & recommendations
KPI Analysis
- Calculate and filter key performance indicators
- Grouping, pattern recognition, categorization
Consolidation
- Compare and validate tables manually
- Summaries, differences, overlaps
Final Project
- Mini case study from your own work environment
- Prompting, combining, critically evaluating results
Prerequisites
- Microsoft 365 E3 or E5 with an active Copilot license
- Latest version of Excel Desktop
- Microsoft Teams access (files & communication)
- Solid Excel skills (tables, formulas, PivotTables)
Target Audience
- Team leaders, project managers, administrative staff
- Professionals with Excel experience who want to use Copilot effectively
- Employees in procurement, sales, controlling, or administration
- Users who want to write effective prompts and evaluate results critically
