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Course Information

Microsoft 365 Copilot for Excel Training Course Outline

 

Module 1: Introduction to Microsoft 365 Copilot

  • Overview of Microsoft 365 Copilot
  • Microsoft 365 Copilot Interface
  • Connecting to Data Sources
  • Microsoft 365 Copilot Dashboard

Module 2: Data Analysis with Microsoft 365 Copilot

  • Using Microsoft 365 Copilot for Data Analysis
  • Importing Data from Excel and Other Sources
  • Creating Charts, Graphs, and Tables
  • Applying Filters and Sorts to Data
  • Grouping and Summarising Data
  • Using Formulas and Functions in Microsoft 365 Copilot

Module 3: Data Visualisation with Microsoft 365 Copilot

  • Creating Effective Visualisations with Microsoft 365 Copilot
  • Customising Visualisations to Meet Specific Needs
  • Using Conditional Formatting to Highlight Trends and Anomalies
  • Creating Pivot Tables and Pivot Charts
  • Using Timelines and Slicers to Filter Data

Module 4: Creating Reports with Microsoft 365 Copilot

  • Creating Reports Using Microsoft 365 Copilot
  • Adding Charts and Visualisations to Reports
  • Customising Reports to Meet Specific Needs
  • Using Templates to Speed Up Report Creation
  • Sharing Reports with Stakeholders

Module 5: Troubleshooting and Maintenance

  • Troubleshooting Common Issues in Microsoft 365 Copilot
  • Maintaining Microsoft 365 Copilot
  • Upgrading to New Versions of Microsoft 365 Copilot
  • Integrating Microsoft 365 Copilot with Other Microsoft Products

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Who should attend this Microsoft 365 Copilot for Excel Training Course?

The Microsoft 365 Copilot for Excel Training offers participants a comprehensive understanding of how to leverage the advanced features and functionalities of Microsoft 365 Copilot within the Excel application. This course will benefit the following professionals:

  • Data Analysts
  • Financial Analysts
  • Business Analysts
  • Accountants
  • Customer Service Representatives
  • Healthcare Professionals
  • Administrative Professionals

Prerequisites of the Microsoft 365 Copilot for Excel Training

There are no formal prerequisites for this Microsoft 365 Copilot for Excel Training Course. However, prior experience in Microsoft 365 is recommended but not mandatory. Also, familiarity with Artificial Intelligence (AI) might prove to be beneficial for the delegate.

Microsoft 365 Copilot for Excel Training Course Overview

Microsoft 365 Copilot is an application offering data analysis and data visualisation capabilities to help organisations in making better decisions successfully. It is a highly recomended option for organisations to improve their data analysis skills, decision-making processes, and gain a competitive advantage in their industry. Attending this training will help learners learn how to use data analysis and visualisation tools to automate repetitive tasks, enhance efficiency, and raise productivity. Individuals holding lucrative skills for using Microsoft 365 Copilot for Excel effectively to analyse, visualise, and report on data, which can help them in their job roles, career development, and decision-making processes.

In this 1-day Microsoft 365 Copilot for Excel Training course, delegates will learn how to efficiently use Microsoft 365 Copilot with Excel to analyse, visualise, and report on data. They will also learn to allow for real-time collaboration and sharing of reports, which can improve communication and collaboration among team members and stakeholders. Our expert trainer, with years of experience in teaching Microsoft 365 training courses, will assist individuals in gaining the ability to opt for a flexible, cost-effective, and customised learning experience to enhance their Excel skills and boost productivity.

Course Objectives

  • To connect to data sources and navigate the Microsoft 365 Copilot dashboard
  • To analyse data using charts, graphs, tables, and formulas
  • To visualise data using conditional formatting, pivot tables, and slicers
  • To troubleshoot and maintain Microsoft 365 Copilot for Excel
  • To create reports with customisations and templates
  • To integrate Microsoft 365 Copilot for Excel with other Microsoft products

After attending this training course, delegates will be able to use Microsoft 365 Copilot for Excel effectively to analyse and visualise data, create reports, and troubleshoot issues. They will also be able to integrate Microsoft 365 Copilot with other Microsoft products to provide a comprehensive data analytics and visualisation solution.

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What’s included in this Microsoft 365 Copilot for Excel Training Course?

  • World-Class Training Sessions from Experienced Instructors
  • Microsoft 365 Copilot for Excel Certificate
  • Digital Delegate Pack

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Why choose us

Ways to take this course

Our easy to use Virtual platform allows you to sit the course from home with a live instructor. You will follow the same schedule as the classroom course, and will be able to interact with the trainer and other delegates.

Our fully interactive online training platform is compatible across all devices and can be accessed from anywhere, at any time. All our online courses come with a standard 90 days access that can be extended upon request. Our expert trainers are constantly on hand to help you with any questions which may arise.

This is our most popular style of learning. We run courses in 1200 locations, across 200 countries in one of our hand-picked training venues, providing the all important ‘human touch’ which may be missed in other learning styles.

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Highly experienced trainers

All our trainers are highly qualified, have 10+ years of real-world experience and will provide you with an engaging learning experience.

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State of the art training venues

We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible

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Small class sizes

We limit our class sizes to promote better discussion and ensuring everyone has a personalized experience

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Great value for money

Get more bang for your buck! If you find your chosen course cheaper elsewhere, we’ll match it!

This is the same great training as our classroom learning but carried out at your own business premises. This is the perfect option for larger scale training requirements and means less time away from the office.

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Tailored learning experience

Our courses can be adapted to meet your individual project or business requirements regardless of scope.

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Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

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Team building opportunity

This gives your team a great opportunity to come together, bond, and discuss, which you may not get in a standard classroom setting.

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Monitor employees progress

Keep track of your employees’ progression and performance in your own workspace.

What our customers are saying

Microsoft 365 Copilot for Excel Training FAQs

There are no formal prerequisites for attending this Microsoft 365 Copilot for Excel training course. However, having a prior basic understanding of Excel and its features will be beneficial.
This Microsoft 365 Copilot for Excel training course is for anyone who wants to improve their Excel skills, including beginners and intermediate users.
We are able to provide support via phone & email prior to attending, during and after the course.
Delegate pack consisting of course notes and exercises, Manual, Experienced Instructor, and Refreshments
This course is [ ] day(s)
Once your booking has been placed and confirmed, you will receive an email which contains your course location, course overview, pre-course reading material (if required), course agenda and payment receipts
The price for Microsoft 365 Copilot for Excel Training certification in the United Kingdom starts from £1495
The Knowledge Academy is the Leading global training provider for Microsoft 365 Copilot for Excel Training.

Why choose us

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Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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High quality resources

Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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