First steps with Copilot for Excel

• A recording will be made available after the event.
• The files for this session will be available at the time of the event.

This webinar will introduce attendees to the capabilities of Copilot. Participants will learn how to prepare and format data for best results with Copilot. The session will also explore Copilot’s ability to generate formulas, perform data profiling, and enhance sorting, filtering, and conditional formatting. Additionally, it will cover AI-enhanced techniques for data analysis, and demonstrate AI-powered data visualization.

By the end of this free online training you'll be able to:

• Set up and efficiently reformat tables specifically for Copilot use, streamlining your data preparation process.
• Accelerate the creation of complex formulas and functions, enhancing your productivity in Excel.
• Perform basic data profiling and exploration using AI tools for a deeper understanding of your datasets.
• Apply sorting, filtering, and conditional formatting techniques with the assistance of Copilot.
• Create compelling and insightful graphical representations of data using Copilot’s AI-powered visualization capabilities.

Due to the "modern" nature of the tools we are using, it is recommended to attend this workshop with a desktop version of Excel 365 for Windows. I CANNOT guarantee availability of these features for all versions of Excel.

• To maximize your experience in this workshop, it's beneficial to have a working knowledge of Excel, including concepts such as IF() statements, relative and absolute cell references, and lookup functions like VLOOKUP() or XLOOKUP(). Familiarity with summarizing and visualizing data using PivotTables and PivotCharts is also recommended.
• For information on Copilot licensing, please visit Microsoft's website. As this is a free one-hour webinar, I’m unable to provide individual support for downloads or licensing.
• No other preparation is needed. The workshop materials will be shared with you at the time of the event.

George Mount is the founder of Stringfest Analytics. He has over 10 years of experience in data analytics and holds master’s degrees in both finance and information systems from Case Western Reserve University. George is the author of (O’Reilly, 2021) and (O'Reilly, 2024), as well as two popular courses on LinkedIn Learning about AI for Excel.

He is a recipient of the Most Valuable Professional (MVP) award from Microsoft for technical excellence & community advocacy.

I look forward to seeing you at the event!

If your team is looking for a comprehensive overview of modern Excel tools like Power Query, Power Pivot and AI-powered features, please get in touch for corporate training.

Event Venue

Online