Microsoft Copilot for Excel (2024)

Course details

This hands-on, project-based course teaches you how to leverage Copilot in Excel to solve real-world data analytics problems. Instructor Enrique Ruiz starts by reviewing Microsoft Copilot’s basic features and limitations, comparing strengths and weaknesses against gen AI tools like ChatGPT, and gets you up and running with Copilot for Microsoft 365.

Dive into each of Copilot’s core use cases for data management and analysis. Practice adding new formula columns using natural language, applying conditional formatting rules to highlight key data points, and analyzing data to find insights using pivot tables and charts. Learn how to use Copilot’s generative AI engine for more advanced use cases, including writing dynamic array formulas and generating Python code within Excel.

The course puts you in the role of an HR Admin at ACME, a manufacturing company that makes outlandish products. Use the skills you learn to manipulate employee data, monitor performance metrics, and make data-driven recommendations to your HR supervisor.

Concepts

0. Introduction

01 - Course structure and outline
02 - Setting expectations
03 - The course project

1. Introducing Copilot

04 - Meet Copilot
05 - Copilot vs. ChatGPT
06 - Basic features of Copilot
07 - Main limitations of Copilot
08 - Getting Copilot Pro for Microsoft 365
09 - Analyzing marketing campaigns
10 - Key takeaways

2. Adding Formula Columns

11 - Adding formula columns
12 - Working with text
13 - Performing date calculations
14 - Applying conditional statements
15 - Using lookups
16 - Recap - Adding formula columns

3. Sorting, Filtering, and Highlighting

17 - Sorting and filtering data
18 - Highlighting data
19 - Utilizing formula-based formatting
20 - Applying color scales and data bars
21 - Editing spreadsheets
22 - Recap - Sorting, filtering, and highlighting

4. Analyzing Data

23 - Analyzing data
24 - Profiling data
25 - Summarizing data
26 - Visualizing data
27 - Making recommendations
28 - Recap - Analyzing data

5. Bonus - Asking for Support

29 - Asking for support
30 - Working with dynamic array formulas
31 - Creating VBA macros
32 - Utilizing Python in Excel

Microsoft Copilot for Excel (2024)

Authors

Maven Analytics

Enrique Ruiz