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Testimonials

FMG Consulting

"Very engaging & helpful, Simon my course teacher was great!"

Bedfordshire OPCC

"Simon was a fantastic training facilitator and made the session fun and easy to engage with. When one of my colleagues was concerned about how the skills learnt would transfer to her role, Simon took the time to design an activity (on the spot) that would apply to her and her role. Thank you for the brilliant session Simon - we can't wait to put our new skills to the test!"

BUUK Infrastructure

" I found the training excellent, I thought Simon's knowledge was great and he helped with some slightly off topic excel queries - I learnt so much from this workshop! I have undertaken this course before and the learning did not stick, but Simon's story telling and contextulisation has made it much more memorable."

GKN Aerospace

"Great, Gary was amazing and taught me loads "

Learn Excel with Copilot in 90 Minutes - Part 1: Getting Started

Learn Excel with Copilot in 90 Minutes - Part 1: Getting Started Overview

In this practical 90-minute Excel with Copilot training session, you'll learn how to use Microsoft Copilot in Excel to work faster, analyse spreadsheet data more efficiently, and reduce repetitive tasks using AI-powered assistance.

You'll discover how to structure your Excel data so Copilot can generate more accurate formulas, summaries, tables, and insights. Understanding how Copilot reads and interprets spreadsheets is key to getting reliable and trustworthy results.

This session is part of our 90-minute Microsoft Copilot training series, designed to help busy professionals build practical AI skills quickly and confidently across Microsoft 365.

During this practical hands-on workshop, you'll explore where to find Copilot in Excel, how features such as Chat, Analyst, and Edit work, and how to structure spreadsheet data using Excel Tables, clear headings, and consistent formatting for better AI-assisted analysis.

You'll also use Copilot to generate formulas, summarise business data, identify trends, and compare AI-generated results with traditional Excel methods. By the end of the session, you'll feel more confident using Copilot in real workplace situations while understanding when to rely on Copilot and when standard Excel tools may still be the better option.

Excel with Copilot Training Series

This session is Part 1 of our Excel with Copilot training series, designed to help you build confidence using Microsoft Copilot in a structured and practical way.

Each 90-minute training session focuses on a different stage of working with data in Excel - from getting started and saving time on everyday spreadsheet tasks through to analysing data and creating professional reports.

You can attend this session on its own or combine all four parts to create a complete Excel with Copilot training programme that develops your AI-assisted spreadsheet skills step by step.

What You'll Learn

  • Understand how Microsoft Copilot works within Excel
  • Structure spreadsheet data for better AI-generated results
  • Use Excel Tables, headings, and formatting more effectively
  • Generate formulas, summaries, and insights using Copilot prompts
  • Understand when to use Copilot and when traditional Excel tools may work better

Who This Course Is For

  • New users of Microsoft Copilot in Excel
  • Office staff wanting to work faster using AI assistance
  • Excel users interested in practical AI-powered tools
  • Teams beginning to introduce Copilot into their organisation
  • Busy professionals looking for short practical AI training sessions
  • Anyone wanting to build confidence using Copilot day to day

Course Duration: 90 Minutes

Course Prerequisites

  • Basic Microsoft Excel experience - you should be comfortable entering information, working with worksheets, and applying simple formatting.
  • Confidence navigating Excel - this includes opening workbooks, selecting cells, and using common Excel menus and tools.
  • Access to Microsoft 365 with Copilot enabled in Excel - the session is designed for users with Copilot available within Excel.

Not Sure If You Have Copilot?

Open Excel and look for the Copilot button on the Home tab. Try using features such as generating formulas or creating summaries. If these tools work without restriction, you are likely using the full version of Microsoft Copilot. If you are unsure, we are happy to help you check before the session.

Complete Course Outline

Full 90-Minute Excel with Copilot Course Syllabus

  • Finding Microsoft Copilot in Excel: Learn where to access Copilot in Excel and how to start using AI features within your everyday Excel work.
  • Understanding Copilot Features: Explore the differences between Allow Editing, Plan, and Chat, and understand when each tool is most useful.
  • Preparing Data for AI: Learn how to organise Excel data correctly by converting ranges into Excel Tables using simple built-in tools such as Ctrl + T.
  • Using Clear Column Headings: Discover how clear headings and well-structured tables help Microsoft Copilot generate more accurate summaries, formulas, and insights.
  • Formatting Data Correctly: Work with dates, currencies, numbers, and text fields so Copilot can interpret information more reliably.
  • Fixing Common Excel Problems: Use Copilot prompts and Excel tools to troubleshoot issues such as formatting inconsistencies, missing values, and date display problems.
  • Summarising Information: Use natural language prompts to make Copilot analyse, summarise, and explain business data more quickly.
  • Generating Excel Formulas: Learn how to use Copilot to create formulas for calculations, totals, dates, and other everyday Excel tasks.
  • Checking AI-Generated Results: Compare Copilot-generated formulas with traditional Excel methods and understand how to verify AI-generated calculations.
  • Working More Efficiently: Understand when Copilot can help speed up reporting and analysis tasks and when standard Excel features may still be the better option.

Practical Hands-On Training Exercises

  • Preparing Data for AI Analysis: Convert raw CSV exports and unstructured information into clean Excel Tables ready for Microsoft Copilot.
  • Correcting Common Data Problems: Use Copilot and Excel tools to identify and fix formatting issues and inconsistent entries.
  • Using AI Prompts in Excel: Create formulas, summaries, and insights using practical Microsoft Copilot prompts based on real workplace examples.

Looking to continue building your Excel and Microsoft Copilot skills? These related training courses can help you improve confidence, work more efficiently, and develop practical workplace skills for handling information, reporting, and everyday business tasks.

Training Locations and Delivery Options

This course is available online instructor-led, at client premises, and at selected training venues across the UK.

View training centres and venue information



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