
Copilot in Microsoft Excel
- Enable Copilot in Excel
- Clean and review your data with Copilot
- Ask questions of the data to query and gain insights
- Write and improve formulas with the aid of Copilot
- Improve the layout and format of your spreadsheets
- Use Copilot to provide appropriate summaries of your data
- Generate charts, pivot tables and analyse your data more effectively
- Use Copilot to expand your current knowledge of coding in the Excel interface
- Enable Copilot in Excel
- Clean and review your data with Copilot
- Ask questions of the data to query and gain insights
- Write and improve formulas with the aid of Copilot
- Improve the layout and format of your spreadsheets
- Use Copilot to provide appropriate summaries of your data
- Generate charts, pivot tables and analyse your data more effectively
- Use Copilot to expand your current knowledge of coding in the Excel interface
Participants will need to have attended or be familiar with the topics covered in the Microsoft Excel Introduction course.
In-Person Training
Participants are not required to bring their own laptops as our dedicated computer training labs are equipped with the programs and files you will need access to on your training day.
Online Training
Please ensure you have downloaded the latest version of the software Microsoft Excel Desktop for use within the session. We also require a working computer with a microphone and speaker installed, and an up-to-date web browser for this training. For the best experience we recommend downloading the latest Google Chrome browser. It is also recommended that you have a second screen attached to your computer. This will allow you to watch the online training session and complete the course activities at the same time.
As of 2025, Copilot for Excel is included in various Microsoft 365 plans that cater to both individual users and organisations. These plans typically cover personal, business, and enterprise licenses. If you have a personal or family subscription, then Copilot is already included in your plan. To use Copilot in Word, Excel, PowerPoint, OneNote and Outlook, make sure you have the latest version of the desktop applications installed. If you have a business or enterprise subscription, then Copilot chat is included for free at [copilot.microsoft.com]copilot.microsoft.com, but to leverage Copilot in the desktop applications you will need to purchase an additional subscription. More information can be found at https://www.microsoft.com/en-au/microsoft-365/copilot
- Familiarisation with Copilot in Excel
- Understanding the current limitations/considerations of Copilot
- Clever prompt building in Copilot
- Testing and verification of Copilot results
- Using Copilot for data cleansing, summarising and returning insights
- Work with Copilot for data consistency and quality control
- Transform your data with Copilot
- Formula assistance with Copilot
- Resolve spreadsheet errors using Copilot
- Format your workbook using Copilot
- Dynamic data analysis using Conditional Formatting
- Generate Pivot Tables and charts using Copilot to build visualisations and reports
- Expand your knowledge of coding in Excel with the assistance of Copilot