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Choose a single focused 90-minute session, combine several sessions into a short course, or ask us about ongoing training support for your team.
  • Focused 90-minute sessions for specific skills
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  • Ongoing support options for teams who need regular help
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Learn Excel with Copilot in 90 Minutes - Part 4: Build Reports and Present Insights

Learn Excel with Copilot in 90 Minutes - Part 4: Build Reports and Present Insights Overview

Turning your analysis into clear, professional reports is a key step in working effectively with data. In this 90-minute Excel with Copilot training session, you'll learn how to turn your analysis into clear, professional reports using Copilot in Excel. Building on the previous sessions, you'll use Copilot to create summary sheets, generate charts, and structure outputs ready for sharing. In this practical, hands-on workshop, you'll also explore how to use Edit with Copilot to make direct changes to your workbook and refine results to improve clarity and presentation. By the end of the session, you'll be able to produce polished, presentation-ready outputs that communicate your insights effectively.

Excel with Copilot Training Series

This training session is Part 4 of our Excel with Copilot Training Series, designed to take you from first use through to producing professional outputs. Each 90-minute session focuses on a key stage of working with data in Excel, from getting started and preparing your data, through to saving time, analysing information, and building reports.

You can attend this session on its own or combine all four parts to create a complete Excel Copilot training programme.

What You'll Learn

  • Use Copilot to create report-ready summary sheets
  • Generate charts automatically from your data
  • Structure outputs for presentations and reporting
  • Use Edit with Copilot to update and refine workbooks
  • Improve and polish Copilot-generated results

Who This Course Is For

  • Excel users ready to present and share their data
  • Anyone creating reports, summaries, or dashboards
  • Teams using Microsoft Copilot for reporting
  • Users who want to produce clear, professional outputs

Course Duration: 90 Minutes

Course Prerequisites

  • Confidence working with structured and analysed data
  • Experience using Copilot for cleaning and analysis (or completion of Parts 2 and 3)
  • Access to Microsoft Copilot in Excel

Not sure if you have Copilot?
Open Excel and look for the Copilot button on the Home tab. If it's not there, your organisation may need to assign a Copilot licence. We're happy to help you check before the session.

Complete Course Outline

  • Using Edit with Copilot to make direct changes in a workbook
  • Creating new sheets for summaries and reports
  • Building tables and charts automatically
  • Structuring outputs for presentations and reporting
  • Refining and improving Copilot-generated results

Hands-on exercises

  • Create a summary report sheet using Copilot
  • Generate charts automatically
  • Format output for presentation

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