Classes End User Application

Microsoft Apps

Mastering Microsoft Copilot for Microsoft Excel

  • 1 days
  • 6 upcoming dates
  • 6 guaranteed to run
  • May qualify for CEU/PDU credit

Upcoming dates

All times shown in the class's own timezone. 6 of 6 are guaranteed to run, meaning they go ahead regardless of enrollment.

Dates Starts Where Status Seat Book
Wed, Aug 19 9:00 AM to 5:00 PM EDT Live virtual GUARANTEED $495
Wed, Sep 16 9:00 AM to 5:00 PM EDT Live virtual GUARANTEED $495
Fri, Oct 16 9:00 AM to 5:00 PM EDT Live virtual GUARANTEED $495
Fri, Nov 13 9:00 AM to 5:00 PM EST Live virtual GUARANTEED $495
Thu, Dec 17 9:00 AM to 5:00 PM EST Live virtual GUARANTEED $495
Mon, Jan 11 9:00 AM to 5:00 PM EST Live virtual GUARANTEED $495

About this class

Microsoft Copilot is reshaping how people work in Excel by helping them explore data, build formulas, and generate insights more efficiently. This course focuses on practical, real-world ways to use Copilot in Excel to understand data, prepare it for analysis, create and fix formulas, and turn results into meaningful insights. Participants will learn how to work alongside Copilot as an intelligent assistant, using natural language to accelerate common Excel tasks while staying in control of their work.

What you'll be able to do

Provide participants with a practical understanding of Microsoft Copilot in Excel, enabling them to use AI to explore data, prepare it for analysis, create and troubleshoot formulas, and generate meaningful insights.

Course outline

Introduction to Copilot in Excel

  • Write effective prompts
  • Use the Copilot interface

Explore and Understand Your Data with Copilot

  • Ask natural-language questions about data
  • Get high-level summaries and explanations
  • Compare groups, categories, or time periods

Prepare Data for Analysis with Copilot

  • Identify structural issues that affect analysis
  • Identify helper or descriptive columns
  • Identify derived fields for grouping and time-based analysis

Create and Fix Formulas and Functions with Copilot

  • Create formulas from plain-language descriptions
  • Work with functions across tables and ranges
  • Explain and fix existing formulas

Turn Data into Insights with Copilot

  • Summarize data across categories or time periods
  • Create PivotTables and summary views
  • Build charts to support analysis and insights

Before you attend

Before taking this course, it is highly recommended that students complete MS-4005 Craft effective prompts for Microsoft Copilot for Microsoft 365

Who this is for

This course is designed for intermediate Excel users who regularly work with data and want to improve efficiency and confidence using Microsoft Copilot. It is ideal for professionals who analyze, report on, or summarize data in Excel and want a realistic, practical understanding of how Copilot fits into everyday Excel work. Beginners at Excel are encouraged to gain foundational Excel skills before attending.

How reserving works. Your card is authorized, not charged. We confirm the seat with the training center, usually within one business day, and take payment only once it is held. If the class turns out to be full we release the authorization and you are not charged.

Request a quote

Tell us how many people and roughly when. We'll come back with dates, seat price, and a total by the end of the next business day.

Class Mastering Microsoft Copilot for Microsoft Excel

No obligation, and we don't add you to a mailing list.