This comprehensive 8-hour, 2-day hands-on course empowers general Excel users with the full capabilities of Microsoft Copilot Pro within the Excel Web environment. Participants will learn to write effective prompts to automate data analysis, generate advanced formulas, clean datasets, and build insightful PivotTables and charts. The curriculum progresses from foundational AI concepts and prompt engineering to using “Agent Mode” for multi-step workflow automation. Through practical, real-world projects, students will learn to apply these skills immediately to save time, reduce errors, and unlock deeper insights from their data.
Module 1: AI Fundamentals: Introduction to AI, Machine Learning (ML), and Large Language Models (LLMs) and their role in business intelligence.
Module 2: Introduction to Excel Copilot: Navigating the interface, system requirements, and performing first actions.
Module 3: Writing Effective Prompts: Writing effective prompts with the C-G-P (Context, Goal, Parameters) framework and using iterative prompting to refine results.
Module 4: Basic AI-Assisted Data Analysis: Data cleaning, analysis, and visualization using AI tools.
Module 5: Advanced Copilot Features: Generating logical formulas (e.g., IF statements), performing data cleaning (fixing formats, text case), and creating PivotTables with
natural language.
Module 6: Agent Mode Introduction: Using multi-step prompts to automate sequential tasks (e.g., calculate, format, and summarize in one command).
Module 7: Practical Applications & Projects: A 90-minute capstone project where participants independently analyze a new dataset from start to finish.
Module 8: Best Practices & Troubleshooting: Understanding critical data privacy, solving common errors , and recognizing the limits of AI.
General business professionals, data analysts, managers, administrative staff, finance teams, HR personnel, and any regular Excel user who wants to leverage Artificial Intelligence to automate tasks, increase productivity, and improve their data analysis capabilities. No prior experience with AI or programming is required, but participants should have at least basic, foundational understanding of Microsoft Excel.
This course targets basic and intermediate Excel users who want to leverage AI tools for enhanced productivity.
Whether your goals are business-related, educational, or focused on personal development, this course empowers you to optimize Excel’s capabilities. By integrating Copilot into your workflow, you can significantly boost your efficiency and elevate your data analysis skills.
By the end of the course, the student will:
- Understand the fundamental concepts of AI, Machine Learning (ML), and Large Language Models (LLMs) and their application in business analytics.
- Write clear, specific, and effective prompts using the C-G-P (Context, Goal, Parameters) framework to get accurate results.
- Automate common data cleaning and formatting tasks (e.g., standardizing text, formatting dates and currency) with simple natural language commands.
- Generate, explain, and apply complex Excel functions (like IF, SUMIFS, XLOOKUP, and text functions) without manually writing the syntax.
- Build insightful PivotTables and charts instantly by describing the desired summary in plain English.
- Leverage “Agent Mode” to automate complex, multi-step workflows (like calculation, formatting, and summarization) in a single prompt.
- Analyze a new dataset from start to finish and present key findings.
- Identify and troubleshoot common issues and understand the critical data privacy considerations of using AI in Excel.
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