Mastering Microsoft Copilot for Microsoft Excel

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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.

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.

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.

Course Outline

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

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Class Dates & Times

Class times are listed Eastern time

This is a 1-day class

Register for Class

Register When Time Where How
Register 06/18/2026 9:00AM - 5:00PM Online VILT
Register 07/13/2026 11:00AM - 7:00PM Online VILT
Register 07/16/2026 9:00AM - 5:00PM Online VILT
Register 08/19/2026 9:00AM - 5:00PM Online VILT
Register 09/16/2026 9:00AM - 5:00PM Online VILT
Register 10/16/2026 9:00AM - 5:00PM Online VILT
Register 11/13/2026 9:00AM - 5:00PM Online VILT
Register 12/17/2026 9:00AM - 5:00PM Online VILT
Register 01/11/2027 9:00AM - 5:00PM Online VILT

The classes listed are available to all United Training customers and does not reflect, in any way,
the availability or support of technology within the University of Maine System.