Microsoft 365 Copilot and Excel Data Analysis Training

This interactive training explores how Microsoft 365 Copilot can be applied within Excel for efficient and intelligent data analysis. Learners will use plain English prompts to:

• Generate formulas

• Clean datasets

• Analyse trends

• Create visual summaries

Delivered in a licensed, live environment, this hands-on course equips learners to automate reporting, build dashboards, and transform raw data into actionable insights.

• Basic working knowledge of Excel

• Ideally, completion of Empower Your Workflow: Fundamentals of Microsoft 365 Copilot

• Professionals managing and analysing data in Excel

• Individuals aiming to improve productivity with AI in Microsoft 365

• Beginners & intermediates enhancing data storytelling and reporting with Copilot

By the end of this training, you will have gained knowledge and skills in the following areas:

• Understand Copilot’s role in enhancing Excel workflows

• Use natural language prompts for common data tasks

• Analyse datasets with AI insights and summaries

• Identify duplicates, inconsistencies, and clean messy data

• Create charts and dashboards with Copilot prompts

• Develop automated reports and narrative summaries

• Troubleshoot common Copilot issues in Excel

1. Prompting Basics: Asking the Right Questions

• Introduction to prompting in Copilot

• Examples of effective vs ineffective prompts

2. Data Cleansing

• Removing duplicates and empty fields

• Standardising formats and detecting inconsistencies

3. Fundamental Data Analysis

• Generating key statistics

• Exploring trends over time, categories, and metrics

• Identifying anomalies and outliers

4. Visualisations

• Creating bar, line, and pie charts

• Customising visuals and layouts

• Automating dashboards with Copilot

5. Smarter Reports & Narratives

• Converting visuals into narrative summaries

• Creating dynamic storytelling for reports

• Improving clarity and insight in data presentation

Exams & Assessments

• No formal exams included

• Learners assessed via real-time tasks and guided demonstrations

Hands-On Learning

• Practical exercises in a licensed Microsoft 365 environment

• Real-world datasets for practice

• Guided prompts and collaborative problem-solving