Overview

Excel is powerful on its own pair it with Microsoft Copilot and it becomes a genuine time-saver.

This practical session shows you how to use Copilot inside Excel to automate the analysis, formulas, and formatting tasks that normally take hours. You'll see real spreadsheets transformed with plain-English requests: building complex formulas, spotting trends, cleaning messy data, and generating instant summaries and charts.

Designed for professionals who already use Excel and want to work smarter, this session skips the fluff and focuses on techniques you can apply to your own workbooks immediately. Some prior Excel experience is helpful.

Areas Covered in the Session

• What Copilot can and can't do inside Excel
  
• Getting set up: licensing, versions, and where Copilot appears
  
• Asking Copilot to build formulas from plain-English descriptions
  
• Explaining and troubleshooting existing formulas you didn't write
  
• Automating data cleanup: fixing text, dates, duplicates, and blanks
  
• Generating pivot-table-style summaries with a single request
  
• Spotting trends, outliers, and insights in your data
  
• Creating and formatting charts automatically
  
• Applying conditional formatting through Copilot
  
• Adding calculated columns and helper formulas on request
  
• Summarizing large datasets into plain-English takeaways
  
• Building complex logic with IF, XLOOKUP, and nested functions
  
• Turning raw data into a formatted, presentation-ready report
  
• Combining Copilot with Excel tables for repeatable automation
  
• Prompting tips for getting accurate spreadsheet results
  
• Verifying Copilot's output and catching mistakes
  
• Real-world automation examples for finance, HR, and operations
  
• Building a faster monthly reporting workflow

Who Will Benefit

• Business Owners
  
• CEO's / CFO's / CTO's
  
• Managers of All Levels
  
• Anybody who uses Excel, PowerPoint, Word, or Outlook on a regular basis, and wants to be more efficient and productive
  
• Administrators
  
• Salespeople
  
• Trainers
  
• Bankers
  
• Self Employed
  
• HR
  
• Project Managers
  
• Office Workers

Speaker Profile