Team Academy/Copilot for Excel

  • $99

Microsoft Copilot with Excel for Applied Data Analysis

  • Course
  • 24 Lessons

Microsoft Copilot with Excel for Applied Data Analysis s a self-paced course designed to help learners fully explore Copilot’s powerful AI-driven features within Excel. The program emphasizes practical, real-world applications using datasets across key domains such as Project Management, Risk Management, Survey Feedback Analysis, Financial Analysis, and Procurement.

Target Audience

  • Ideal for professionals who work with data and want to enhance their Excel capabilities using AI.

  • Suits business analysts, project and operations teams, finance and procurement professionals, HR executives, and students seeking data-focused careers.

  • Supports non-technical users who want to simplify data tasks and organizations adopting Microsoft 365 Copilot to improve productivity and decision-making.

  • Individuals preparing for roles requiring strong Excel and AI-assisted data skills.

Course Features

Real datasets in project management, risk management, financial analysis, procurement, and survey feedback.

Interactive workbooks and Excel files to practice prompt-based queries, data transformation, and AI-assisted reporting.

✅ Step-by-step demonstrations of how to use Copilot in Excel and how to frame prompts, generate insights, and refine results.

✅ Contextual insight into how AI can be applied to business analytics and data-driven decision-making.

✅ Guidance on how to write and refine prompts for Copilot to produce precise, actionable output.

✅ Copilot-assisted methods for cleaning messy data, standardizing formats, and detecting anomalies.

✅ Techniques for iterating on prompts to improve the quality and relevance of AI-generated results.

✅ Build AI-powered dashboards and reports in Excel automatically.

✅ Use Copilot to create and refine data stories, then export or share in a clean, presentation-ready format.

✅ Earn a certificate upon successful completion of the program ,Shareable credential suitable for adding to your LinkedIn, resume, or professional profile.

✅ Community Engagement: Join a network of learners and professionals to share insights and collaborate.

Mr.Dinesh R M

Program Mentor - Team Academy

Certified Microsoft Trainer

Specialized in Applying AI, Tech & Power BI For Enterprise Project & Portfolio Management, Enterprise Risk Management - ISO 31000, Enterprise Financial Modelling & Aviation Commercial Reporting

Authorized Training Partner Instructor - PMI

Microsoft Certified Trainer - PL 300 & Azure Open AI Services

CompTIA CTT+ Certified Trainer

Technical Certifications : PL-300, IBM - Gen AI, AI - 900, Design Thinking Practitioner

Leadership Accolades : MBA, PMP, ITIL,

Lesson Plan

Module 1: Getting Started with Copilot in Excel

How to Purchase and activate copilot in 5minutes
    Preview
    Enabling Copilot in Excel
      Preview
      User interface walkthrough: Copilot pane, chat, and suggestions

        Module 2: Copilot Capabilities Overview

        Performing descriptive statistics, trend, and outlier analysis
          Converting natural language into Excel formulas
            Generating charts and tables using prompts
              Introducing Agent Mode in Microsoft Excel

                Module 3: Project Management Dataset Module

                Work with a Project Management Plan – Using App Skills
                  Use machine learning with Copilot Chat to predict cost and schedule overruns from a Project Management Plan (PMP)
                    Prepare a Project Management Dashboard based on your PMP – Visualize each KPIs and Metrics

                      Module 4: Risk Management Dataset Module

                      Perform Qualitative Risk Analysis
                        Produce Heat Maps using Python
                          Apply Decision Tree Modelling on Risk Analysis
                            Generate Mitigation Strategies for Identified Risks

                              Module 5: Survey Feedback Analysis Module

                              Summarizing key feedback themes and action points

                                Module 6: Financial Analysis Module

                                Produce Ratios from a Balance Sheet
                                  Generate Visual Insights on this Balance sheet

                                    Module 7: Procurement and Revenue Analysis Module

                                    Revenue Analysis – Visualize data
                                      Consolidate data from multiple revenue sheets
                                        Predict Revenue using Machine Learning Models
                                          Getting Started with XLookup and VLookup in Microsoft Excel with copilot

                                            Module 8: Advanced Copilot Features

                                            Creating custom prompts for complex analytical tasks
                                              Automating multi-step workflows and scheduling tasks
                                                Integrating Copilot with Teams, Outlook, and Power BI

                                                  Microsoft Copilot with Excel for Applied Data Analysis - FAQ

                                                  Is this program 100% Instructor Guided?

                                                  Yes, this training program is fully led by certified instructors with extensive experience in data analysis and business intelligence. Utilizing Online Video Conferencing Platforms, our sessions are interactive and designed to engage students in deep learning. Upon enrollment, participants receive a 120-day access pass, allowing them to attend any scheduled session within this period. Additionally, students gain instant and lifelong access to our Learning Management System (LMS), which hosts a rich repository of Excel resources for continued learning.

                                                  How do I find out the schedule for this program?

                                                  The schedule for training is detailed in the designated section above, with times adjusted to your local time zone for convenience. To find out specific dates and times the program is offered, simply navigate the calendar. If you have any questions or need further clarification, our course counselors are available to assist you. We encourage you to contact us through the "Contact Us" option for detailed inquiries.

                                                  What is LMS & What does it contain?

                                                  The Learning Management System (LMS) is a digital platform that provides participants with comprehensive access to course materials, study guides, advanced Excel tutorials, and recorded video lectures. We offer instant and lifelong access to the LMS, including extensive resources such as complex formulas, macros, VBA scripts, and data analysis techniques, ensuring a robust learning experience for advanced Excel users.

                                                  What are the benefits in attending this program ?

                                                  Our training program is tailored to offer practical, hands-on learning experiences that reflect real-world business and data analysis scenarios. Saves time on manual work , Reduces the need to write complex formulas , Helps non-experts analyse data , Speeds up insight generation , Works with both numbers and text data

                                                  Can I access the tools and software through the program?

                                                  Absolutely! Participants in the training program will have access to the latest version of Excel Copilot and supplementary tools that enhance data analysis and reporting capabilities. Our LMS provides in-depth tutorials on these tools, guiding participants through advanced features and applications of Excel. This includes practical experience with data visualization tools, Power Query, and Power Pivot, equipping participants with the skills to handle sophisticated data analysis projects.

                                                  What support services are available to participants?

                                                  We are committed to providing comprehensive support to ensure your success in the Advanced Excel training program. This encompasses access to our course counselors for administrative questions, technical support for navigating the LMS or Excel software, and academic assistance from our expert instructors. Moreover, our community forums serve as a vibrant platform for participants to share tips, ask questions, and collaborate on Excel projects, fostering a supportive and interactive learning environment.