Excel Essentials – Use Copilot in Excel Safely, Intentionally & Effectively

Work confidently, consciously, and efficiently with Copilot in Excel

“Copilot in Excel? Sounds great – but why does it generate such strange formulas?”
“I use Excel almost every day – but when it comes to PivotTables or XLOOKUP, I’m lost.”
“If I’m supposed to use Copilot, I need to understand what it’s doing – and what it isn’t.”

Welcome to the training that solves exactly that.

This hands-on seminar is designed for Excel users who want to work with Copilot confidently, intentionally, and effectively. You won’t just learn what Copilot can do – you’ll learn when to trust it, when to intervene, and how to guide it properly.

The key difference:
You start with typical Excel tasks – and watch how Copilot solves them. This gives you immediate insight into what parts of Copilot’s output you can reliably use… and what you should adjust.

You won’t use Copilot blindly – but purposefully, for real everyday Excel scenarios.

Your Benefits at a Glance

• Practical introduction with real-world Excel scenarios
• Conscious and responsible use of AI in everyday Office work
• Formulate prompts effectively and review results with confidence
• Gain security when using PivotTables, formulas, and Copilot suggestions
• Participate on-site or in hybrid format

Seminar Content – Understanding Excel, Using Copilot Intentionally

Tables & Structure

• Create intelligent tables
• Define totals and result rows
• Apply filters correctly
• Use Copilot to structure lists purposefully

Functions & Logic

• Understand IF, AVERAGE, XLOOKUP and related functions
• Use Copilot to generate, explain, and correct formulas

Cleaning & Analysis

• Detect empty cells and duplicates
• Check formatting and data consistency
• Analyse and evaluate Copilot suggestions

Visualization

• Create charts and PivotTables
• Present results visually and clearly
• Use Copilot to suggest and refine visualizations automatically

Prompt Refinement

• Develop, test, and rework prompts
• “Train” Copilot to deliver more precise and reliable results

Prerequisites

• Microsoft 365 E3 or E5 with an activated Copilot license
• Latest version of Excel Desktop & Microsoft Teams
• Solid Excel basics (tables, formulas, filters)
• Laptop with internet access & headset

Target Audience

This course is ideal for:

• Team leaders, project managers, and administrative staff
• Users who work regularly with Excel but are not power users
• Anyone who wants to use Copilot intentionally to speed up routine tasks and better understand results