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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
  • Grouped sessions to build a complete learning path
  • Ongoing support options for teams who need regular help
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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 4: Build Reports and Present Insights

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

Turning analysis into clear, professional reports is an important part of working effectively with information in Excel. This session is part of our 90-minute Microsoft Copilot training series, designed to help you build practical Microsoft 365 skills quickly and confidently.

In this 90-minute Excel with Copilot training session, you'll learn how to create polished reports and presentation-ready summaries using Copilot in Excel. Building on the earlier sessions, you'll use Copilot to generate summary sheets, create charts, and organise information clearly for sharing with colleagues and stakeholders.

In this practical, hands-on workshop, you'll also explore how to use Edit with Copilot to make direct changes to your workbook, refine layouts, improve readability, and tidy up outputs more efficiently.

By the end of the session, you'll be able to create clearer, more professional Excel outputs that help communicate insights more effectively.

Excel with Copilot Training Series

This training session is Part 4 of our Excel with Copilot training series, designed to help you progress from getting started with Copilot through to creating professional business reports and summaries.

Each 90-minute session focuses on a different stage of working with Excel and Copilot, including preparing information, saving time on everyday work, analysing trends, and presenting results more clearly.

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

What You'll Learn

  • Report-Ready Summary Sheets - use Copilot in Excel to organise and present information more clearly
  • Automatic Chart Creation - generate charts and visual summaries directly from your workbook
  • Professional Report Layouts - structure outputs for presentations, meetings, and business reporting
  • Edit with Copilot - make direct workbook changes and refine content more efficiently
  • Polished Final Outputs - improve clarity, formatting, and presentation quality before sharing results

Who This Course Is For

  • Excel Users Creating Reports - ideal for anyone preparing summaries, updates, or business reports
  • Teams Working with Copilot - suitable for organisations using Microsoft Copilot in Excel for everyday reporting
  • Users Sharing Insights - helpful for people presenting information to colleagues, managers, or clients
  • Professionals Wanting Clearer Outputs - designed for users looking to produce more polished and professional Excel workbooks

Course Duration: 90 Minutes

Course Prerequisites

  • Confidence Working with Analysed Information - suitable for users already comfortable working with organised Excel tables and results
  • Previous Copilot Experience - recommended for users who have completed Parts 2 and 3 or already use Copilot for cleaning and analysing information
  • Microsoft Copilot Access - access to Copilot in Excel is required for this hands-on training session

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

Complete Course Outline

  • Edit with Copilot - make direct workbook changes and update content more efficiently using natural language instructions
  • Summary and Report Sheets - create new sheets for business summaries, management updates, and presentation-ready outputs
  • Automatic Tables and Charts - build visual summaries and structured tables directly from workbook information
  • Presentation-Ready Outputs - organise results clearly for reporting, meetings, and sharing with colleagues
  • Refining Copilot Results - improve formatting, wording, structure, and clarity to create more polished outputs

Hands-on exercises

  • Create a Summary Sheet - use Copilot to build a clear business summary from workbook information
  • Generate Charts Automatically - create visual outputs to help explain trends and results more clearly
  • Prepare Outputs for Sharing - format and refine content ready for presentations, reporting, or team updates

Other Related Courses

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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