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 01 - Introduction
Greg kicks things off by setting expectations for what Copilot can do inside Excel and how this course is structured. You’ll get a quick preview of the skills you’ll build, from prompting and formatting to analysis and automation, so you know how each module fits into a practical workflow.
Module 02 - What is Copilot?
Get a clear, plain-language explanation of Copilot in Excel, what it is, what it’s best at, and where you still need human judgment. Greg frames Copilot as a productivity partner that helps you explore data, draft formulas, and create visuals faster, while keeping you in control of the final output.
Module 03 - Enabling Copilot in Excel4 min.
Before you can use Copilot, you need the right setup. Greg walks through what’s required to access Copilot in Excel, where to find it, and how to confirm it’s working. You’ll also learn a few quick troubleshooting checks if Copilot isn’t showing up.
Module 04 - Prompts15 min.
Strong prompts drive strong results. Greg shows how to ask Copilot for exactly what you want by giving clear goals, the right context, and specific output formats. You’ll practice a few repeatable prompt patterns you can reuse for analysis, cleanup, and reporting.
Module 05 - Extracting Insights12 min.
Learn how Copilot helps you understand your data faster. Greg demonstrates ways to ask for summaries, trends, outliers, and quick interpretations that can guide decisions. You’ll also learn how to validate insights and avoid being misled by incomplete context.
Module 06 - Format11 min.
Make your spreadsheets easier to read and share. This module focuses on using Copilot to apply formatting changes quickly, like cleaning up tables, improving readability, and standardizing structure. Greg also covers how to refine results when Copilot’s first pass isn’t quite right.
Module 07 - Create Visuals14 min.
Turn data into charts and visuals without the usual trial and error. Greg shows how to request the right chart type for your message and how to iterate until the visual clearly communicates the story. You’ll also learn quick tips for labeling and polishing visuals for presentations.
Module 08 - Formulas and Calculations15 min.
Use Copilot to speed up formula work without losing understanding. Greg demonstrates how to ask for formulas, explain what they do, and adapt them to your scenario. You’ll see how Copilot can help with common calculations while still encouraging you to sanity-check results.
Module 09 - Python13 min.
Explore how Python can enhance analysis inside Excel when available in your environment. Greg introduces what Python in Excel is useful for and how Copilot can help you generate or refine analysis steps. The focus stays practical, using AI to reduce friction even if you’re not a programmer.
Module 10 - Agent Mode19 min.
See how Agent Mode changes what Copilot can do by letting it take more initiative across tasks. Greg explains what it’s designed for, when to use it, and how to keep it scoped so it stays helpful. You’ll learn how to give clear goals and review outputs so automation doesn’t create surprises.
Module 11 - Tips and Tricks6 min.
Greg shares practical habits that make Copilot in Excel consistently useful. You’ll learn how to structure your sheet for better results, how to iterate faster, and how to avoid common mistakes with prompts and assumptions. Expect quick, high-impact tricks you can apply immediately.
Module 12 - Class Wrap Up1 min.
Wrap the course up. Greg recaps the key features and when to use each one, plus next steps for practicing safely and building confidence. You’ll leave knowing how to get real value from Copilot while staying in control of accuracy and presentation.
Gregory Trzeciak has his master’s degree in Education from the University of Florida. He has 9 years of teaching experience in high school, college level, and summer programs where he was recognized as a top educator and leader in interactive education. As a trainer at Pragmatic Works, his primary goal is to help individuals gain confidence in using Power BI and the Power Platform. While not in the office, he enjoys fantasy football, walking his dog, and running half-marathons!
