Mastering Excel, Using Copilot Effectively

1-day training

In this course, you won’t learn Excel twice, but will see through it again:
You will receive a short refresher for each task to understand the Excel principle -
and then see how Copilot turns it into a solution. This will help you recognise what Copilot does well,
what needs to be improved - and how you can actively adapt the result.

Course Objectives

Confident Excel use & evaluating Copilot’s results with competence

Course Content

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

Prerequisites

• Solid Excel knowledge (e.g. tables, formulas, pivot tables)
• Course language: german

• Team leads, project managers, operations staff
• Professionals with solid Excel skills who want to use Copilot effectively
• Employees in procurement, sales, controlling, or administration
• Users looking to write strong prompts

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