Copilot for Excel
Course Description:
In this Bigger Brains course, you’ll explore how Microsoft Copilot integrates with Excel. Kathy Jones, a Microsoft trainer with over 25 years’ experience, will demonstrate how you can use Copilot to simplify much of your work – from formatting and formulas to data visualization and analysis. You’ll learn how to access Copilot, navigate its interface, and use it to apply formatting, build formulas, and troubleshoot errors. You’ll also learn how to generate charts, summarize data, and manage columns using natural language prompts—making complex tasks more intuitive and efficient.
Beyond core Excel functions, you’ll discover how Copilot connects with other Microsoft tools to analyze content from Outlook and OneDrive and how to apply best practices for prompt creation and data management. Whether you’re new to Copilot or looking to expand your skills, this course offers practical techniques to help you work smarter with Excel’s AI-powered assistant.
Why “Copilot for Excel” Matters:
• Identify the different versions of Copilot and how to access it in Excel
• Discuss what Copilot can do in Excel
• Navigate the Copilot pane
• Use Copilot for basic formatting commands
• Apply basic and advanced conditional formatting with Copilot
• Use Copilot to create formulas and functions
• Identify formula errors
• Use Copilot to insert different types of charts
• Create prompts to analyze and summarize numeric and text data
• Use Copilot prompts to manage data, including removing and filtering columns
• Analyze Outlook emails and OneDrive documents in Excel
• Use Python for deep data analysis
• Identify best practices when using Copilot in Excel
