Intelligent Data Analysis and Automation with Microsoft Copilot

Experience how Microsoft Copilot revolutionizes your daily Excel work!

In this practical training, you will learn how to clean, analyze, and visualize data automatically with AI support.
You will discover how Copilot assists you in creating formulas, dashboards, and analyses — and how to automate recurring tasks with just a few clicks.

Whether you are a beginner or an experienced Excel professional, this course shows you how to save time, avoid errors, and work significantly smarter with Copilot.

Our experienced trainers will show you:

• how Copilot interprets, analyzes, and visualizes Excel data
• how to guide, review, and improve AI-generated suggestions
• how to write prompts that deliver precise analyses and charts
• how to combine manual Excel techniques (Pivot, filters, formulas) with intelligent automation
• how to use AI effectively without losing control over your decisions

Your Highlights

• Analyze, clean, and interpret data with Copilot
• Create automated charts, dashboards, and reports
• Simulate scenarios and make data-driven decisions
• Use AI-powered formulas, macros, and workflows
• Hands-on exercises with your own data and prompts
• Attend on-site or in hybrid/online format

Topics at a Glance

Getting Started Without Copilot

• Classic data analysis using PivotTables, filters, and formulas
• Understanding the benefits and added value of Copilot

What Copilot Does With It

• Understanding AI support: suggestions, cleaning, formula creation
• Opportunities and limitations of automation

Pivot & Dashboards

• Structuring, combining, and analyzing data
• Automated top lists and visualizations using Copilot
• Creating dashboards with charts, KPIs, and filter logic

Scenarios & Goal Seeking

• Goal Seek, What‑If analysis, and simulations
• Parameter control and AI-based decision recommendations

KPI Analysis

• Calculating, filtering, and interpreting key performance indicators
• Pattern recognition, grouping, and categorization with AI

Consolidation

• Comparing tables manually and automatically
• Creating differences, overlaps, and consolidated summaries

Final Project

• Mini case study from your own work environment
• Developing prompts, combining Copilot results, and evaluating them critically

Prerequisites

• Basic knowledge of Excel
• Initial experience with data analysis, PivotTables, or chart creation is helpful but not required

Target Audience

This course is ideal for anyone working with Excel who wants to understand how AI can make them more efficient, especially:

• Office users, controllers, project managers, and reporting specialists
• Anyone who analyzes data, creates reports, or automates processes
• Users who want to work more productively with Excel in the Microsoft 365 environment