Artificial Intelligence and Machine Learning Courses

Copilot for Excel

  • Length 1 day
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 like 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


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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. 


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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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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