
Discover how Copilot in Excel harnesses generative AI for data analysis. Explore five use cases—cleaning data, auditing workbooks, creating spreadsheets, analyzing data, building dashboards—and master model selection and output validation.
Discover how Copilot cleans messy Excel data by standardizing cities and states, fixing dates, imputing missing values, and handling zip formats, discounts, and outliers for reliable analysis.
Build interactive dashboards in Excel using Copilot by planning requirements, writing precise prompts, and leveraging KPI cards, charts, and quarterly revenue insights from a sales opportunities dataset.
Utilize Copilot as an ai-powered Excel assistant to streamline tasks with natural language. Craft prompts with the Bridge prompt engineering framework, emphasize outcomes, and verify results using Excel skills.
This is a hands-on, practical course designed to help you leverage Copilot in Excel to solve real-world problems across a variety of common scenarios and workflows.
We’ll start with the basics: what Copilot is, how it integrates with Excel, and how it's evolved since it first launched. I’ll then show you the two main ways you can use Copilot in Excel, and talk about the main limitations you need to be aware of.
From there, we’ll cover best practices for using Copilot effectively. You'll learn how to choose the right model for each task, how to manage and undo changes to protect your work, and how to leverage foundational Excel skills to validate Copilot's outputs.
Last but not least, we’ll put this all into practice across five common use cases: cleaning messy data, auditing workbooks for errors, creating spreadsheets from scratch, analyzing data to surface insights, and building dashboards to communicate results. Each use case is built around a real dataset and a real business scenario, and we’ll use strategic thinking and prompt engineering best practices to get the exact results we’re looking for, all while Copilot takes care of the technical grunt work.
COURSE OUTLINE:
Intro to Copilot in Excel
Introduce Copilot’s integration with Microsoft Excel, confirm your access, and learn how to start using it immediately
Best Practices
Learn how to use Copilot in Excel effectively by selecting the right models, managing changes, and validating responses
Common Use Cases
Use Copilot in Excel to solve real-world problems across a variety of common scenarios and workflows
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Ready to dive in? Join today and get immediate, LIFETIME access to the following:
2 hours of high-quality video
2 quizzes
Copilot for Microsoft Excel ebook (16 pages)
Downloadable demo files
Expert support and Q&A forum
30-day Udemy satisfaction guarantee
If you’re a casual Excel user looking to level up your skills and productivity with Generative AI, or a data professional looking to stay on top of Microsoft's newest features, this is the course for you.
Happy learning!
-Enrique Ruiz (Certified Excel Expert & Best-Selling Instructor, Maven Analytics)
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