Mastering Microsoft Copilot for Microsoft Excel

Price
$495.00 USD

Duration
1 Day

 

Delivery Methods
Virtual Instructor Led
Private Group

Course Overview

Microsoft Copilot is reshaping how people work in Excel by helping them explore data, build formulas, and generate insights more efficiently. This course focuses on practical, real-world ways to use Copilot in Excel to understand data, prepare it for analysis, create and fix formulas, and turn results into meaningful insights. Participants will learn how to work alongside Copilot as an intelligent assistant—using natural language to accelerate common Excel tasks while staying in control of their work.

Course Objectives

Provide participants with a practical understanding of Microsoft Copilot in Excel, enabling them to use AI to explore data, prepare it for analysis, create and troubleshoot formulas, and generate meaningful insights.

Who Should Attend?

This course is designed for intermediate Excel users who regularly work with data and want to improve efficiency and confidence using Microsoft Copilot. It is ideal for professionals who analyze, report on, or summarize data in Excel and want a realistic, practical understanding of how Copilot fits into everyday Excel work. Beginners at Excel are encouraged to gain foundational Excel skills before attending.
  • Top-rated instructors: Our crew of subject matter experts have an average instructor rating of 4.8 out of 5 across thousands of reviews.
  • Authorized content: We maintain more than 35 Authorized Training Partnerships with the top players in tech, ensuring your course materials contain the most relevant and up-to date information.
  • Interactive classroom participation: Our virtual training includes live lectures, demonstrations and virtual labs that allow you to participate in discussions with your instructor and fellow classmates to get real-time feedback.
  • Post Class Resources: Review your class content, catch up on any material you may have missed or perfect your new skills with access to resources after your course is complete.
  • Private Group Training: Let our world-class instructors deliver exclusive training courses just for your employees. Our private group training is designed to promote your team’s shared growth and skill development.
  • Tailored Training Solutions: Our subject matter experts can customize the class to specifically address the unique goals of your team.

Learning Credits: Learning Credits can be purchased well in advance of your training date to avoid having to commit to specific courses or dates. Learning Credits allow you to secure your training budget for an entire year while eliminating the administrative headache of paying for individual classes. They can also be redeemed for a full year from the date of purchase. If you have previously purchased a Learning Credit agreement with New Horizons, you may use a portion of your agreement to pay for this class.

If you have questions about Learning Credits, please contact your Account Manager.

Corporate Tech Pass: Our Corporate Tech Pass includes unlimited attendance for a single person, in the following Virtual Instructor Led course types: Microsoft Office, Microsoft Technical, CompTIA, Project Management, SharePoint, ITIL, Certified Ethical Hacker, Certified Hacking Forensics Investigator, Java, Professional Development Courses and more. The full list of eligible course titles can be found at https://www.newhorizons.com/eligible.

If you have questions about our Corporate Tech Pass, please contact your Account Manager.

Course Prerequisites

Before taking this course, it is highly recommended that students complete MS-4005 Craft effective prompts for Microsoft Copilot for Microsoft 365

Agenda

Introduction to Copilot in Excel

  • Write effective prompts
  • Use the Copilot interface

Explore and Understand Your Data with Copilot

  • Ask natural-language questions about data
  • Get high-level summaries and explanations
  • Compare groups, categories, or time periods

Prepare Data for Analysis with Copilot

  • Identify structural issues that affect analysis
  • Identify helper or descriptive columns
  • Identify derived fields for grouping and time-based analysis

Create and Fix Formulas and Functions with Copilot

  • Create formulas from plain-language descriptions
  • Work with functions across tables and ranges
  • Explain and fix existing formulas

Turn Data into Insights with Copilot

  • Summarize data across categories or time periods
  • Create PivotTables and summary views
  • Build charts to support analysis and insights
 

Upcoming Class Dates and Times

Jul 13
8:00 AM - 4:00 PM
ENROLL $495.00 USD
Jul 16
8:00 AM - 4:00 PM
ENROLL $495.00 USD
Aug 19
8:00 AM - 4:00 PM
ENROLL $495.00 USD
Sep 16
8:00 AM - 4:00 PM
ENROLL $495.00 USD
Oct 16
8:00 AM - 4:00 PM
ENROLL $495.00 USD
Nov 13
8:00 AM - 4:00 PM
ENROLL $495.00 USD
Dec 17
8:00 AM - 4:00 PM
ENROLL $495.00 USD
Jan 11, 2027
8:00 AM - 4:00 PM
ENROLL $495.00 USD
CourseID: 3605543E
 



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