Learn to use Copilot, an AI-powered assistant integrated into Excel, to enhance productivity and efficiency. Discover how Copilot can help with data analysis, formula creation, and chart generation.
This course will introduce you to the powerful capabilities of Copilot, an AI-powered digital assistant that is integrated into Microsoft Excel. Copilot is designed to help users with their tasks by providing suggestions and automating processes. It combines the power of large language models with your data in the Microsoft Graph and the Microsoft 365 apps to turn your words into the most powerful productivity tool on the planet.
Throughout this course, you will learn how to use Copilot to unleash your creativity, unlock productivity, and uplevel your skills in Excel. You will discover how Copilot can help you with tasks such as data analysis, formula creation, and chart generation. By the end of this course, you will have a solid understanding of how to use Copilot to enhance your productivity and efficiency in Excel.
Course Outline ( Free Preview)
Module 00 - Introduction
Amelia introduces Copilot in Microsoft Excel and explains what learners will cover throughout the course. You’ll get a clear overview of how Copilot can support spreadsheet work, from analysis and visualization to productivity-focused assistance. This module sets expectations and gives you a roadmap for using Copilot effectively in Excel.
Module 01 - The Copilot Experience in Excel
Explore what Copilot looks like inside Excel and how users interact with it. Amelia walks through the core experience, where Copilot appears, and the types of requests it can support. You’ll learn how Copilot fits into normal Excel workflows and how it can help reduce time spent manually interpreting or formatting data.
Module 02 - Fundamentals for Success14 min.
Learn the foundational habits that lead to better Copilot results in Excel. Amelia explains the importance of clean, structured data, clear prompts, and reviewing outputs before acting on them. This module helps learners understand that Copilot works best when the workbook is prepared and the request is specific.
Module 03 - Analytics12 min.
Use Copilot to help analyze spreadsheet data and surface meaningful insights. Amelia shows how Copilot can summarize trends, explain patterns, and help users ask questions about their data in a more natural way. This module focuses on using Copilot as an analytical assistant while still validating the results.
Module 04 - Visualization14 min.
Learn how Copilot can help turn data into visuals that are easier to understand and share. Amelia covers how Copilot can assist with chart creation, visual recommendations, and communicating key findings from a dataset. You’ll see how visualization support can make reports and analysis more accessible.
Module 05 - Advanced Capabilities9 min.
Go beyond basic prompts and explore more advanced ways Copilot can support Excel work. Amelia introduces capabilities that can help with deeper analysis, workbook interaction, and productivity tasks. This module helps learners see how Copilot can become more useful as they gain confidence with both Excel and prompting.
Module 06 - Simulating a Real World Project16 min.
Bring the course concepts together in a practical project scenario. Amelia demonstrates how Copilot can support an end-to-end Excel workflow, from understanding the data to analyzing it, creating visuals, and preparing usable outputs. This module helps learners connect individual features to a realistic business use case.
Module 07 - Best Practices3 min.
Learn practical best practices for using Copilot in Excel responsibly and effectively. Amelia covers how to write stronger prompts, structure your workbook for better results, and review Copilot’s responses for accuracy. You’ll also learn common mistakes to avoid so Copilot becomes a reliable support tool instead of a source of confusion.
Module 08 - Class Wrap Up5 min.
Congratulations on completing Copilot in Microsoft Excel. You’ve explored the Copilot experience, analytics, visualization, advanced capabilities, and a real-world project workflow. Use these skills to work more efficiently in Excel while continuing to review, refine, and validate Copilot’s outputs.
Amelia Roberts has a Master's in Education and spent 10 years teaching grades K-12 before joining the Pragmatic Works Training Team. Her goal at Pragmatic Works is to provide energetic and engaging training that builds up your confidence in various programs. Her outside hobbies include coaching a dance team, reading, and experiencing life with her son.
