Using Microsoft Copilot in Excel

Your teams handle large volumes of data under time pressure… but risk automating without verification or interpreting results without proper review?

This module delivers a clear and structured method to use Microsoft Copilot in Excel as an analytical assistant — not as a replacement for business expertise.

It can be followed:

• ✅ Independently, to help your teams analyze data faster while ensuring reliable results;
• 🤝 Alongside a CreativMinds support program, to integrate Copilot into a structured reporting and data optimization strategy.

Learning Objectives

By the end of this training, participants will be able to:

• Understand what Microsoft Copilot can and cannot do in Excel
• Analyze datasets to extract key trends and insights
• Generate and interpret formulas based on specific needs
• Create relevant charts aligned with analytical objectives
• Automate simple actions such as sorting or removing duplicates
• Apply best practices for reviewing and validating results before sharing

Program

• Role and positioning of Microsoft Copilot in Excel
• Data analysis to identify trends and key insights
• Creating formulas from natural language requests
• Visualizing data through appropriate charts
• Automating simple actions (sorting, filtering, duplicate removal)
• Best practices: clear prompts, step-by-step workflow, result validation
• Effective vs. risky behaviors when using Copilot
• Professional scenario: analyzing quarterly sales data
• Final data and result verification before distribution