Copilot at WorkIntermediate4 lessons60 min

Excel Data Work with Copilot

A spreadsheet full of numbers still leaves you with the hard part. You have to spot the change, check the total, and decide what the result means, often before the data has had the attention it deserves. Copilot in Excel can get the first draft moving. It can scan a table for patterns, suggest a chart, write the formula you can't quite remember, or sort a column of untidy comments by sentiment.

Speed helps only when you can check the work. The module starts with a first insight tied to source rows, then moves through charts and PivotTables that reconcile with the table. From there, you'll test formulas and the COPILOT function before taking on external data, repeatable reviews, and finance scenarios.

Read each Copilot answer as a claim. The lessons give you prompts you can use at your desk, along with a quick independent check for the result. You don't need deep Excel expertise, but you should be comfortable opening a workbook and reading its rows and columns.

What you'll walk away with

  • Prompt Copilot in Excel for insights grounded in a named table
  • Build charts and PivotTables and reconcile them against the source
  • Generate, audit, and trust-test formulas and the COPILOT function
  • Delegate multi-step edits while protecting workbook invariants
  • Import external data and run repeatable analysis you can verify
  1. 01Your First Insights in ExcelPoint Copilot at a clean table, ask for the patterns that matter, then verify every total and cause yourself. That loop turns a spreadsheet into an answer you can defend.14 min
  2. 02Analyze and Visualize DataAsk a question instead of "make a chart," let Copilot draft the line, column, or PivotTable, then reconcile every point and total against the source with plain Excel formulas.15 min
  3. 03Formulas and the COPILOT FunctionLet Copilot write the formula, classify the text, and run the multi-step edit, while you keep every result auditable with named denominators, known-value tests, and workbook invariants.15 min
  4. 04Power-User Excel: External Data, Rules, and PythonFour analyst-grade moves: import data with provenance, make a review repeatable, bridge to Python without losing the math, and model finance scenarios, each paired with the check that keeps it defensible.16 min

Live Copilot training for your team

For companies, we deliver the academy material live and build the sessions around your team's own data, tools, and day-to-day work.

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