Copilot in Excel 365 - Beginner

Name: Copilot in Excel 365 - Beginner
Rating: 4.8 (6 reviews)

Unlock the Power of Excel Copilot: Prompts, PivotTables, Conditional Formatting, and Charting

Created byIntellezy Trainers

Last updated 4/2025

English

What you'll learn

The basics of Copilot’s placement within Microsoft Office and basic licensing are covered and demonstrated along with other necessary information.
Copilot has several requirements that must be in place before it will function in Excel. These conditions are discussed and demonstrated.
Column calculations are added to a table, and summary calculations are added to worksheets. The rules for writing effective prompts are covered and demonstrated
PivotTables are examined and deconstructed to see how they work and what Copilot did to provide answers.
When Copilot leverages Excel’s Conditional Formatting feature, the result is examined and deconstructed to see how Copilot did its work.
Copilot is asked to create different types of charts so that data summaries may be visualized.

Course content

9 sections • 16 lectures • 34m total length

Welcome and Introduction2:07
Discover how Excel Copilot enhances formulas, data analysis, formatting, and chart creation in Excel 365, with setup steps, prerequisites, and OneDrive or SharePoint requirements.

Understanding Requirements for Copilot1:08
Understand Copilot licensing within an m365 subscription, including family, personal, or corporate plans and costs, and how access spans all apps and platforms with GPT four and Dall E three.
Where does Copilot Live?1:16
Copilot appears across local and cloud Microsoft apps, usually on the home page, including Word, PowerPoint, Excel, Power Apps, and Outlook.

Organizing the Work Environment1:42
Ensure your workbook is stored in OneDrive or SharePoint and is converted to a table with the cursor in the table, and enable autosave to activate Copilot in Excel 365.
Exercise 01 – Exploring the Copilot Pane1:53
Activate Copilot in Excel by turning on autosave, ensuring the workbook is on OneDrive or SharePoint, then access Copilot from the home tab to enter prompts and automate tasks.

Using the Prompt Area1:38
Use Copilot in Excel 365 to add formulas via well-worded prompts that reference table field names and column headings, so Copilot interprets and executes your requests using built-in Excel functions.
Interpreting the Copilot Pane1:57
Explore how Copilot in Excel 365 interprets prompts, explains formulas in plain English, presents proposed actions, and lets you approve changes with the insert column button and undo.
Exercise 02 – Using the Prompt Box to Create Calculations3:52
Use Copilot in Excel 365 to generate formulas from the orders table, count distinct customers, and add results to a new sheet, then create a 3% profit increase column.
Exercise 03 – Using the Prompt Box to Manipulate Data3:00
Discover using Copilot to manipulate table data: replace locations, merge customer code and location with a dash, and learn prompts that suggest manual find and replace and column insertion.

Analyzing Data in a PivotTable1:14
Learn how Copilot analyzes data in Excel 365 by creating and using pivot tables and pivot charts to organize, filter, and visualize results, with user-driven customization.
Exercise 04 – Performing Data Analysis with a Pivot Table3:31
Use pivot tables to summarize data and identify top five customers by profit, then create a table of profit by membership and customer name, sorted by name.

Highlighting and Formatting Data0:48
Learn how Copilot in Excel 365 uses conditional formatting to highlight data in tables, format in place, and adjust formatting rules after Copilot applies them.
Exercise 05 – Applying Conditional Formatting1:59
Use Copilot in Excel 365 to apply conditional formatting that highlights profits greater than 480 and quantity sold over 300, with apply and undo options demonstrated.

Requirements

Excel Beginner or equivalent
Excel Intermediate (preferred)

Description

This course introduces Excel users to the basics of Excel Copilot. No previous experience with Copilot is required. This course starts by examining the licensing and work environment requirements to get started.

Students follow the instructor with the same data files that the instructor uses. The Copilot pane is explored, and its features examined.

Writing good prompts is explained and Copilot is asked to create calculated columns in tables, summary calculations on different worksheets, and data manipulation formulae to manage existing data.

Excel Copilot often creates PivotTables when it needs to filter or summarize data. This aspect of Copilot is explored and demonstrated. The output of Copilot is deconstructed to understand how Copilot answers questions of this type.

Formatting and styling data comes next. Copilot is asked to highlight data based on specific criteria. Dashboard style icons and formatting result. Formatting and styling are done with multiple criteria against different columns of data in a table. Copilot often leverages Excel’s Conditional Formatting feature. The results are examined and changed, as necessary.

Finally, data is summarized and charted by Copilot. Copilot can use many chart types, and several are used in this course. Data shaping is explained and demonstrated, and the output of Copilot is examined.

Who this course is for:

Anybody interested in expanding upon existing Copilot or Excel knowledge.

Copilot in Excel 365 - Beginner

What you'll learn

Explore related topics

Course content

Introduction1 lecture • 2min

Introduction to Copilot2 lectures • 2min

Getting Started with Copilot2 lectures • 4min

Adding Formulae with Copilot4 lectures • 10min

Data Analysis with Copilot2 lectures • 5min

Formatting and Styling with Copilot2 lectures • 3min

Creating Charts with Copilot1 lecture • 1min

Conclusion1 lecture • 1min

Assessment1 lecture • 6min

Requirements

Description

Who this course is for: