Microsoft Excel With AI: ChatGPT, Copilot & Analysis

This lesson explains how to launch Excel on a Windows system and get started with the setup process. It also covers how to obtain a license through Microsoft 365 and the features included in the plan. You learn where to find Excel on your desktop and how to open it easily. This sets the foundation for beginning your Excel learning journey.

This lesson introduces the Excel startup screen and its main sections like Home, New, and Open. You will learn how to access recent files, create new workbooks, and use templates for quick setup. It also explains options like account settings and file locations such as OneDrive. Understanding this interface helps you navigate Excel efficiently from the start.

This lesson explains how to open Excel workbooks and understand the complete Excel interface. It covers key elements like the Quick Access Toolbar, ribbon tabs, formula bar, and worksheet area. You will also learn how to navigate sheets, use rows and columns, and manage basic settings. This foundation helps you confidently work within Excel and use its features effectively.

In this lesson, you'll learn how to use ChatGPT to quickly generate realistic Excel datasets for practice and analysis. Discover how to create customized sample data for tasks such as formulas, PivotTables, reporting, and data analysis by writing effective prompts. You'll also explore techniques for refining AI-generated results, downloading datasets, and creating industry-specific data to accelerate your Excel learning and practice.

This comprehensive lesson explores the integration of Microsoft Copilot within Excel to transform how you interact with data. You will learn to use natural language prompts to analyze business results, summarize key trends, and generate visual charts instantly. The course also covers advanced modeling techniques, such as applying "what-if" scenarios to project future growth across multiple quarters. By the end of this session, you will be able to perform complex calculations and explore various data possibilities with ease.

In this lesson, you will learn how to set up and prepare Microsoft Excel to effectively utilize Copilot. The setup requires a Copilot Pro account, an updated version of Excel, and having the autosave feature turned on with your file saved to a cloud drive. Additionally, you will discover how formatting your data as a table allows Copilot to better analyze your information. Once configured, the lesson will introduce the wide range of features available, including data insights, formula column suggestions, and conditional formatting.

This lesson provides a comprehensive overview of the Copilot pane, demonstrating how to open, close, move, and resize it within the interface. Students will explore various options for interacting with data, including creating formula columns, viewing data insights, applying conditional formatting, and utilizing suggested prompts tailored to specific tables. Additionally, the lesson covers how to input commands via the prompt area, either by typing or by enabling the microphone for voice commands

This lesson introduces Copilot Insights, demonstrating how the "show data insights" feature automatically analyzes a specified data range to generate useful pivot charts and trends, such as sales by date or quantity by reason. Students will learn how to review these AI-generated results for accuracy, add specific insights to new sheets, ask follow-up questions, or use the "change topic" option to refresh the analysis memory. Finally, the session covers how to instantly compile all generated visualizations and their underlying pivot tables into a clean grid pattern for comprehensive data review.

In this lesson, you will learn how to interact with Copilot to analyze specific data within a table by erasing memory to start fresh and asking targeted questions. The video demonstrates how Copilot processes data to identify top-performing sales personnel, break down sales by region, and generate charts or tables that can be added to new sheets. You will also explore Copilot's suggested prompts for sorting, filtering, and finding trends, highlighting the importance of clear prompt phrasing to achieve accurate results.

This lesson introduces Copilot Lab, a tool that provides optimized prompt suggestions tailored to specific tasks like creating, editing, or understanding data. Viewers will learn how to navigate the Copilot Lab page, applying filters based on specific apps like Excel or Outlook, as well as job types, to locate the most relevant prompts. Additionally, the lesson covers the "what's new" section, demonstrating how to stay up-to-date with Copilot's monthly feature updates and improvements.

This lesson explains how to open existing Excel files and understand the difference between Save and Save As. You learn how to access files from recent locations or browse your system to open them. It also covers how to save new files, update existing ones, and create copies with different names or locations. Mastering these basics helps you manage your Excel documents efficiently.

This lesson introduces working with a new Excel workbook and starting with basic data entry. You learn how to create titles, organize rows and columns, and structure a simple monthly expenses table. It also explains the importance of saving your file and understanding how Excel layout works. This forms the foundation for performing calculations and data analysis in later steps.

This lesson focuses on entering data into Excel and understanding how numbers and text are formatted. You learn how to adjust column width, input values, and observe Excel’s default alignment rules. It explains why text is left-aligned and numbers are right-aligned for better readability and calculations. This sets the stage for performing accurate calculations in the next steps.

This lesson explains different data types in Excel such as text, numbers, and dates, and how Excel interprets each format. You learn how to use the Format Cells option to customize data display, including dates and number formats. It also introduces the Format Painter tool to quickly copy formatting across cells. Understanding data types helps ensure accurate calculations and better data presentation.

This lesson introduces manual calculations in Excel and explains how to use basic operations like addition. It highlights the importance of cell references instead of typing values directly for dynamic calculations. You also learn how formulas update automatically when data changes and how copy-paste works with relative references. This builds a strong foundation for using formulas efficiently in Excel.

This lesson explains how to calculate totals and percentages in Excel using formulas. It introduces the concept of relative and absolute cell references and how to use the dollar sign ($) to lock values. You learn how formulas behave when copied across cells and how to fix reference issues. This helps you perform accurate calculations and build more dynamic spreadsheets.

This lesson introduces Excel functions and how they simplify calculations compared to manual formulas. It focuses on using the SUM function to quickly add a range of cells. You also learn different ways to apply functions, including using ChatGPT and Excel’s built-in function tool. This helps improve speed, accuracy, and efficiency while working with data.

This lesson demonstrates how to use Copilot in Excel to automatically generate a total column for monthly expense data, emphasizing that the data range must first be formatted as a table for the tool to function. While Copilot successfully generates and inserts a formula column for the total without requiring manual coding, its capabilities are currently limited when attempting to add formula rows. Ultimately, the lesson concludes that Copilot works well for adding a column with a formula but does not perform well when trying to add a row with a formula.

This lesson explains how to calculate the average in Excel using both manual methods and the AVERAGE function. You learn how to quickly find the average of a range of cells without complex calculations. It also shows how to use ChatGPT and Excel’s formula tools to simplify the process. This makes data analysis faster and more efficient.

This lesson explains how to find the minimum and maximum values in Excel using the MIN and MAX functions. You learn how to quickly identify the highest and lowest values from a range of data. It also demonstrates how to use ChatGPT or Excel’s built-in formula tools to apply these functions. This helps in analyzing data efficiently, especially with large datasets.

This lesson introduces the AutoSum feature in Excel, which helps you quickly calculate totals without manually writing formulas. You learn how to use shortcuts like typing SUM or pressing Alt + = for faster calculations. It also explains how Excel automatically selects ranges and how to use drag-and-fill for quick results. This improves speed and efficiency while working with data.

This lesson explores additional options within the AutoSum feature, such as Average, Max, and Min. You learn how to quickly apply these functions to analyze data without writing formulas manually. It also shows how to combine AutoSum with autofill for faster calculations across multiple cells. This helps improve productivity and makes data analysis more efficient.

In this lesson, students will master Excel's fundamental cut, copy, and paste functions to efficiently manage and organize spreadsheet data. The session covers the crucial distinctions between moving data entirely and duplicating it elsewhere. Participants will learn multiple execution methods, including Home tab toolbar options, standard keyboard shortcuts like Ctrl+X, Ctrl+C, and Ctrl+V, as well as rapid drag-and-drop techniques. Additionally, the lesson demonstrates how to seamlessly apply these techniques across different sheets within a workbook.

In this lesson, you will learn how to adjust column widths and row heights to prevent text from being hidden or overlapping into adjacent cells. The speaker demonstrates three distinct methods to modify these dimensions: manually dragging the boundaries between columns or rows, inputting specific values via the right-click context menu, and double-clicking the border to automatically autofit the space to match the longest line of content. By mastering these techniques, you can ensure all cell data is clearly visible and professional looking.

In this lesson, you will learn the simple steps to hide and unhide rows and columns in a spreadsheet, allowing you to temporarily conceal data without deleting it. The speaker demonstrates how to select a specific column or row, perform a right-click, and choose the option to hide it. To bring the hidden data back into view, you simply select the surrounding rows or columns, right-click, and select unhide. This efficient technique can be applied to single or multiple rows and columns simultaneously to easily manage your data visibility.

This lesson teaches you how to efficiently manage data structure by inserting and deleting rows and columns in an Excel workbook. You will discover how inserting structural elements defaults to adding columns to the left and rows to the top of your selection. Finally, the video demonstrates both standard right-click mouse techniques and faster keyboard shortcuts—using Control, Shift, and the plus or minus keys—to modify your sheets without interrupting your workflow.

This lesson covers the fundamentals of cell and text formatting in Excel to transform plain, unorganized data into a clean and presentable spreadsheet. You will explore the font settings located on the Home tab, learning how to change fonts, adjust text sizes, and apply emphasis styles such as bold, italics, and underlines. The video demonstrates how to strategically modify sheet titles and subheadings to draw focus and improve readability, ensuring your final sheet looks eye-catching yet professional and consistent.

In this lesson, you will learn how to make your spreadsheets look more professional and presentable by customizing cell backgrounds and font colors. The video demonstrates how to navigate built-in color themes, standard colors, and advanced options, including using the custom tab to match precise brand aesthetics with hex codes. You will also discover how to apply consistent cell formatting across extended text ranges and use contrasting colors effectively for subtitles and tables.

Learn how to enhance the presentation of your Excel sheets by adding and customizing cell borders. This lesson covers the various border options available in the font box, including top, bottom, thick outside, and double borders. You will also discover how to adjust line styles, modify colors, and utilize the "More Borders" tab for advanced formatting control. By practicing these formatting techniques, you will be able to make your data tables look more professional and user-friendly.

In this lesson, you will learn how to make your Excel data dynamic and visually engaging by utilizing conditional formatting located on the Home tab. The session covers the step-by-step process of creating, editing, and managing custom rules to automatically change font and fill colors based on specific cell values. Additionally, you will discover how to leverage AI tools like ChatGPT to quickly generate the exact instructions and formulas needed for your formatting criteria.

This hands-on lesson teaches students how to use ChatGPT to generate custom practice datasets and instructions directly inside Excel. Learners will practice importing data, resolving common text formatting errors, and applying core functions like Sum, AutoSum, Average, and percentage calculations. Additionally, the course covers key data presentation skills, including absolute referencing, currency formatting, and cell styling, before requiring students to submit their own AI-generated practice tables.