Artificial Intelligence and Machine Learning Courses

Copilot for Excel

Length 1 day
Price $560 inc GST

Course overview

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Why study this course

This one-day course will introduce you to Microsoft Copilot, an AI-powered tool built into Microsoft 365 apps including Word, Excel, Outlook, PowerPoint, and Teams. It enhances productivity by helping you complete tasks faster and more efficiently.

Copilot for Excel puts the power of AI right into your spreadsheets - and this course shows you exactly how to use it. Learn how to clean and analyse data, generate formulas, build dashboards, and create visual reports using natural language commands. You’ll explore practical ways to streamline your Excel tasks, uncover insights, and boost productivity using Copilot. No coding required - just smarter ways to work.

We use hands-on practice and real-world examples to help you understand what is possible with this new and highly productive way to work. You'll be able to apply what you have learned straight away, including practical skills to craft effective prompts, improve Copilot output, and use AI responsibly in a work environment.

You'll be provided with a Copilot licence for the duration of this course, and hands-on practice in our purpose-built training environment.

Nexacu Public Schedule

Nexacu is part of the Lumify Group, offering you the largest public schedule of end user applications and professional development training in Australia, New Zealand, and the Philippines. You can now access the schedule of courses and book, by clicking on the button below.

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What you’ll learn

By the end of the course, participants should feel confident in their understanding of Copilot for Excel.

Navigate and use Copilot features in Excel
Query data using natural language
Clean and audit data using built-in AI tools
Generate and troubleshoot formulas
Build PivotTables and visualisations
Format spreadsheets for readability and impact
Perform advanced analytics with Python in Excel
Summarise and present data clearly and professionally

Microsoft Apps at Lumify Work

As part of Lumify Group, Lumify Work has skilled more people in Microsoft technologies than any other organisation in Australia and New Zealand. We have a campus in the Philippines, too. We offer the broadest range of instructor-led training courses, from end user to architect level. We are proud to be the winner of the Microsoft MCT Superstars Award for FY24, which formally recognises us as having the highest quality Microsoft Certified Trainers in ANZ.

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Who is the course for?

This course will benefit:

Professionals working with data in Excel
Business analysts, finance teams, and project coordinators
Users keen to upskill in AI-powered data tools
Anyone wanting to reduce time spent on repetitive spreadsheet tasks

Course subjects

Introduction to Copilot for Excel

Familiarisation with Excel Copilot interface and usage
Quick demo of Excel Copilot

Exploring and Understanding Data

Query and summarise data with natural language
Identify key insights quickly
Guided practice querying Copilot
Explore provided dataset and identify insights
Group discussion on insights discovered

Data Cleaning and Quality Auditing

Use Excel’s AI-powered Clean Data tool
Understand data quality and consistency issues
Clean Data demonstration
Hands-on activity with intentionally messy data

Simple Formulas and Functions

Generate basic Excel formulas with Copilot assistance
Understand and verify created formulas
Creating calculated columns and simple summaries
Hands-on creating formulas and verifying results

Complex Formulas and Troubleshooting

Build complex formulas using Copilot
Troubleshoot formulas with Copilot assistance
IF, VLOOKUP, and INDEX-MATCH formulas
Troubleshooting broken formulas

Formatting and Conditional Formatting

Improve spreadsheet readability with formatting
Dynamically highlight data using conditional formatting
Copilot formatting commands (bold, currency formatting)
Conditional formatting examples (top values, thresholds)
Hands-on formatting practice

Advanced Analysis using Python in Excel

Understand Excel's integration with Python for advanced analytics
Perform complex analysis without coding
Sales forecasting and statistical analysis with Python through Copilot
Learners observe and discuss real examples (forecast, correlation analysis, advanced visualisation)

Visualising Data – Charts, Pivot Tables, and Displays

Summarise data using PivotTables with Copilot
Understand pivot layouts and interpret data summaries
Visualise data insights with Excel charts using Copilot
Present data clearly and professionally
Pivot creation for sales by region/product
Creating and customising a chart with Copilot

Prerequisites

No prior AI experience is required. If you’re comfortable using Microsoft Excel, you’re ready for this course.

Terms & Conditions

The supply of this course by Lumify Work is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.

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Offers

Accelerate Copilot adoption with up to 50% off training

The promise of AI and Microsoft 365 Copilot in particular is clear. Microsoft research demonstrates that Copilot adoption results in: Significant time savings across departments Improved efficiency in document creation and communication Enhanced employee satisfaction and reduced repetitive tasks Copilot boosts creativity and makes data-driven insights more accessible than ever before. But how can businesses realise these benefits at scale? As the 2024 Work Trend Annual Report noted: “We’ve come to the hard part of any tech disruption: moving past experimentation to business transformation. Just as we saw with the advent of the internet or the PC, business transformation comes with broad adoption.” Training drives effective AI adoption Key findings of a recent Australian Government trial of Microsoft 365 Copilot highlight the importance of AI skilling: Capability challenges were a key barrier to adoption; participants needed both tailored training that provided agency-specific use cases and general generative AI training in prompt engineering. 75% of participants who received three or more forms of training were confident in their ability to use Copilot -- 28 points higher than those who received just one form of training. Training enhanced confidence in Copilot use and was most effective when tailored to an agency’s specific context. Identifying specific use cases for Copilot could lead to greater use of Copilot. Lumify is here to help Setting up a Copilot trial? Rolling out this incredible technology across your business or within a specific team? Talk to us! We can design a tailored training plan for you. Unlock the offer code by 30 September 2025 and access these limited-time discounts: 50% off private, customised training for 10 or more students 25% off seats on our publicly scheduled training courses Terms and Conditions Offers valid only on Microsoft Authorised courses booked by 30 September 2025 and delivered by 31 December 2025. To redeem, the customer must unlock the code on the offer page and mention this to their Lumify Work Account Manager or a customer service representative during booking. Not applicable in conjunction with any other Lumify Work special offers or packages. All other standard Lumify Work Terms and Conditions apply. Lumify Work reserves the right to modify or terminate this promotion at any time.

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