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Microsoft Excel

AI-Driven Excel with Microsoft Copilot in 90 Minutes

Published by O'Reilly Media, Inc.

Intermediate content levelIntermediate

Use generative AI for formulas, data analysis, visualization, and more

Course Outcomes

  • Create calculated columns using natural language and leverage Copilot's formula suggestions
  • Apply basic and advanced conditional formatting rules to highlight key data using Copilot
  • Find insights by asking Copilot to analyze your data and generate pivot tables, charts, and data-driven recommendations

Course Description

Discover what Microsoft Copilot for Excel can do for you. Expert Enrique Ruiz takes you through how to use Copilot to create calculated columns by writing conditional, text, date, and lookup formulas from scratch; use natural language to highlight key data points, sort and filter tables, and apply conditional formatting rules; and use AI to analyze the data, find hidden insights, and visualize the results.

Join in to find out how to work smarter and faster in Excel—and concentrate your time and effort on the areas where you can add unique value beyond AI.

What you’ll learn and how you can apply it

  • Identify scenarios in which AI is the most effective avenue for solving real-world data analytics problems
  • Understand when Copilot is not the most effective tool
  • Learn the foundational Excel skills that are critical to using Copilot successfully

This live event is for you because...

  • You're a casual Excel user looking to boost your skills using AI tools.
  • You’re a data professional who wants to stay on top of the latest Excel features.
  • You’re trying to work smarter and more efficiently with data in Excel.

Prerequisites

  • A Microsoft 365 and a Copilot Pro subscription or free trial (optional, if you’d like to follow along with the course exercises)

Recommended follow-up:

Schedule

The time frames are only estimates and may vary according to how the class is progressing.

Intro to Microsoft Copilot for Excel (20 minutes)

  • Presentation: Course introduction; meet Copilot; Copilot versus ChatGPT; basic features; main limitations

Adding formula columns (20 minutes)

  • Presentation: Adding formula columns
  • Hands-on exercise: Add a formula column based on a Copilot suggestion; add a formula column based on a natural language prompt
  • Q&A

Sorting, filtering, and highlighting data (25 minutes)

  • Presentation: Sorting, filtering, and highlighting
  • Hands-on exercise: Apply a custom filter using natural language; highlight key data by having Copilot add conditional formatting rules
  • Q&A
  • Break

Analyzing data (20 minutes)

  • Presentation: Analyzing data
  • Hands-on exercise: Show Copilot’s insights from the dataset; summarize and visualize data using natural language prompts; ask for data driven recommendations

Wrap-up and Q&A (5 minutes)

Your Instructor

  • Enrique Ruiz

    Enrique is a certified Microsoft Excel Expert and best-selling instructor with a background in business intelligence, data analysis, and data visualization. As the Learning Experience Designer at Maven Analytics, he’s helped develop data analytics & data science courses in tools like Excel, Power BI, and Python, reaching over 1,000,000 students around the world.