Excel with Copilot – Analysis, Pivot & Decision Support

Use Copilot to analyze, visualize, and make decisions more confidently

Harness the power of Microsoft Copilot in Excel 365 to understand your data faster, visualize it more clearly, and make better decisions without giving up control to AI.

This practical 1‑day workshop is designed for experienced Excel users who want to use Copilot consciously and purposefully.
You will learn how to formulate precise prompts, interpret AI-generated results correctly, and decide for yourself what should be automated — and what is better done manually.

“ I use PivotTables — but I want to understand what Copilot does with them.”
“ I don’t want to automate blindly — I want to stay in control.”
“ Can Copilot compare multiple tables — or do I still need to do that manually?”

If these questions resonate with you, this workshop is the right fit.

Your Benefits at a Glance

• One‑day training focused on practical analysis & decision‑making
• Understand how Copilot interprets, analyzes, and visualizes Excel data
• Critically evaluate AI-generated results and refine them
• Write prompts that produce accurate analyses and charts
• Combine manual analysis (Pivot, filters, formulas) with AI support
• Hybrid workshop: attend on-site or live online

Seminar Content

Starting Without Copilot

• Brief refresher on classic Excel analysis (PivotTables, filters, formulas)
• Understanding what Copilot does with your existing data

Copilot Introduction

• Requirements, interface & access in Excel 365
• Introduction to prompt logic and interaction
• Examples: precise vs. imprecise prompts

Tables & Structure

• Create and structure professional Excel tables
• Apply filters confidently
• Review Copilot suggestions for data cleaning & transformation

Functions & Logic

• Understand and apply IF, XLOOKUP and AVERAGE functions
• Let Copilot generate, explain, and correct formulas

Data Cleaning

• Manual error correction & format checking
• Evaluate Copilot’s automated cleaning suggestions

Visualization

• Create charts and Pivot analyses manually
• Use Copilot’s suggestions for visualization and analysis meaningfully

Prompt Practice

• Develop, test, and refine your own prompts
• Compare prompt variations and optimize your inputs

Target Audience

• Excel users with a solid foundation (e.g., PivotTables, IF, filters)
• Team leaders, analysts, and project managers who make data‑based decisions
• Anyone who wants to use Copilot as an assistant while maintaining full control over their analysis

Prerequisites

• Solid experience with Excel PivotTables, formulas, and filters