Copilot for Excel
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Module 1: Getting Started with Copilot in Excel

How to Purchase and activate copilot in 5minutes
Enabling Copilot in Excel
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

Module 1: Getting Started with Copilot in Excel

3 Lessons