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.
Core Message:
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.
Inhalte
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 |
Day 2 – Mastering Excel, Using Copilot Effectively
Goal: Analyze data, identify patterns & use Copilot to support decisions
|
Topic |
Without Copilot |
What Copilot Adds |
|
Pivot & Dashboards |
Structure, combine, analyze data |
Auto-generated top lists, visuals |
|
Scenarios & Goal Seek |
Goal Seek, What-If Analysis |
Parameter simulations, recommendations |
|
KPI Analysis |
Calculate & filter KPIs |
Grouping, pattern detection, categorization |
|
Consolidation |
Compare and validate tables manually |
Merging, differences, overlaps |
|
Final Project |
Mini case study from participants’ own work |
Prompting, combining, critical evaluation |
Prerequisites
- Solid Excel knowledge (e.g. tables, formulas, pivot tables)
- Course language: german
The days of this course can be booked seperately or at a discounted price:
Dates and registration for day one
Dates and registration for day two