From Excel Expertise to Confident Copilot Usage in Everyday Work

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

Requirements

• 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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