Overview
This session shows participants how to use Microsoft Copilot inside Excel to generate formulas, summaries, and formatting without ever leaving the spreadsheet.
It starts with a clear walkthrough of where Copilot lives inside Excel and how it connects to the rest of Microsoft 365, so participants understand the full picture before diving into hands-on use. From there, the session covers practical prompting: how to ask Copilot to build formulas, generate quick summaries of large data sets, and clean up formatting, all using plain-English instructions instead of manual clicks.
Participants also learn to ask Excel questions directly in natural language and get instant, usable answers a faster alternative to digging through menus or writing complex formulas by hand. The final part of the session connects Copilot in Excel to its use across Outlook and Teams, so participants understand how their new skills extend across the tools they already use daily. By the end, participants leave with a clear, repeatable way to use Copilot for real reporting and analysis tasks not just a list of features they've seen demonstrated.
Why should you Attend
Your organisation may already be paying for Microsoft Copilot inside Excel but if your team doesn't know how to use it well, that investment is going to waste. Untrained teams either ignore Copilot entirely or use it inefficiently, missing out on real time savings every single day. This session closes that gap fast: participants learn exactly how to prompt Copilot for real Excel work, from formulas to summaries to formatting, all inside the tool they already have.
Without this training, your team keeps working the old, slower way despite having AI sitting right inside their spreadsheets. This is a hands-on, practical session focused on real workplace tasks, not just a feature tour.
Areas Covered in the Session
- Where Copilot lives inside Excel and the Microsoft 365 ecosystem
- Generating formulas using plain-English Copilot prompts
- Creating quick summaries of large data sets with Copilot
- Cleaning up and improving formatting using Copilot
- Asking Excel questions in natural language instead of writing formulas
- Connecting Copilot in Excel with Outlook and Teams workflows
- Best practices for reviewing Copilot's output before using it
- Practical, reusable prompts for everyday Excel and reporting tasks
- Hands-on practice with real business scenarios
- Common mistakes to avoid when prompting Copilot
Who Will Benefit
- Business Analysts
- Finance & Accounting Professionals
- Administrative & Operations Staff
- HR Professionals
- Project Managers
- Sales & Marketing Professionals
- Anyone who uses Excel or Power BI regularly for reporting
Speaker Profile
Ritu Arora has trained more than 60,000 people in over 2500 corporations over the past 20 years. This extensive experience has allowed her to develop a deep understanding of the diverse needs of learners. Additionally, she has 11 years of corporate training experience at the Abu Dhabi National Oil Company, where she had the opportunity to conduct training in various international settings. As an expert in Microsoft Office, Ritu Arora has provided training on essential software programs such as Microsoft Office Specialist Excel and Microsoft Office Specialist PowerPoint. Her expertise has been further strengthened by her authorship of the books “Advance Excel Guide” and “Mastering Advanced Excel with ChatGPT Integration”, which provides comprehensive and practical guidance to users of all levels. Ritu Arora is associated with the Confederation of Indian Industry (CII), where she is involved in their programs “Excelerate with Excel” and “Empower with PowerPoint Skills.” Additionally, she has partnered with Sumitomo Mitsui Banking Corporation to provide “Advance Excel and PowerPoint” training to their employees.
Instructor
Ritu Arora
