Course
Microsoft Copilot in Excel
BasicSkill Level
Updated 03/2026
Microsoft CopilotArtificial Intelligence3 hr7 videos22 Exercises1,850 XPStatement of Accomplishment
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What you'll learn
- Create structured tables and get formula explanations using Microsoft Copilot in Excel, and know when to use Agent Mode versus ask-only mode.
- Craft effective prompts that reference tables and columns explicitly to extract, standardize, and transform data, and avoid vagueness and context leakage.
- Connect data across tables with lookups and build presentation-ready summaries and charts using Copilot so you can present insights without writing formulas.
- Apply conditional formatting with Copilot to highlight blanks, duplicates, and key values, and verify that rules target the right ranges.
- Run multi-step analysis—correlation, visualizations, and theme summaries—using Copilot and validate interpretive results against the original data.
Feels like what you want to learn?
Start Course for FreePrerequisites
There are no prerequisites for this course1
Getting Started with Copilot in Excel
Turn messy spreadsheets into clean, analysis-ready data in minutes—no formula hunting required. Utilize Copilot in Excel to generate tables, explain formulas, and tidy text while you focus on what the data means.
2
Copilot-Powered Analysis Workflows
Out with the old ways and in with the new! You'll discover how to spend less time writing and fixing formulas and more time uncovering insights and creating presentation-ready summaries. Power your analysis with natural language!
3
Data Quality, Insights, and Oversight
Spot data quality issues and surface insights at a glance. Use Copilot to apply conditional formatting that highlights blanks, duplicates, and the values that matter, then run multi-step analysis—correlation, charts, and theme summaries—while you validate results and stay in control.
Microsoft Copilot in Excel
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FAQs
Do I need any prior Excel or AI experience to take this course?
No prerequisites are required. This beginner course assumes no prior experience with Copilot, though basic familiarity with Excel is helpful.
What specific Excel tasks can Copilot help me automate?
You will use Copilot to generate tables, explain formulas, tidy text, perform lookups, build summaries and charts, apply conditional formatting, and run multi-step analyses.
Does this course cover data quality checks using Copilot?
Yes. Chapter 3 teaches you to use Copilot for conditional formatting that highlights blanks, duplicates, and important values, plus correlation analysis and theme summaries.
How is the course structured?
It has 3 chapters and 22 exercises, taking most learners about 1.5 hours. You progress from basic Copilot usage to analysis workflows to data quality and insights.
Will I learn to validate Copilot's output rather than blindly trusting it?
Yes. The course emphasizes staying in control by validating results, so you can confidently use Copilot while catching any errors in its suggestions.
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