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Copilot in Excel: A Practical Introduction
- Introduction to what Copilot in Excel is and how it works
- Using for common day-to-day spreadsheet tasks
- Cleaning and preparing messy Excel data with Copilot assistance
- Generating, explaining, and troubleshooting formulas
- Using Copilot alongside Power Query for data preparation
- Creating summaries, identifying trends, and analysing data
- Building and interpreting PivotTables with Copilot support
- Creating charts and improving reporting outputs
- Best practices for checking and validating Copilot suggestions
NOTE: Please note that to use Copilot in Excel requires a paid version for Copilot Pro or Copilot for Microsoft 365 License
Overview of the webinar
Excel remains one of the most important tools in business, but many users waste time on repetitive tasks, formula frustration, and manual reporting work.
In this session, you will explore how Copilot can support the full spreadsheet workflow. We will look at common tasks such as cleaning and preparing data, generating and explaining formulas, and assisting with reporting outputs. You will also see how Copilot can work alongside existing Excel tools such as tables, PivotTables, charts, and Power Query, helping users get more value from features they may already use.
The focus of the webinar is practical and realistic. Rather than presenting Copilot as a magic button, the session will show where it can genuinely save time, how to prompt it effectively, and why human judgement still matters when reviewing the results.
Attendees will leave with a clear understanding of how Copilot fits into everyday Excel work and how it can be used to improve productivity, accuracy, and confidence across a wide range of spreadsheet tasks.
Who should attend?
- CFOs
- Accountants
- Finance Professionals
- Financial Analysts
- Data Analysts
- Business Analysts
- Office Workers
- Operations Staff
- Admin Staff
- Business Owners
- Business Executives
- Anyone who uses Excel regularly and wants to understand how Copilot can improve their day-to-day work
Why should you attend?
Copilot in Excel helps you work faster, smarter, and with more confidence by bringing AI directly into your spreadsheet workflow. In this session, you will see how Copilot can support a wide range of day-to-day Excel tasks, from cleaning messy data and generating formulas to helping with analysis, PivotTables, charts, and reporting.
Rather than focusing on one specialist area, this webinar provides a practical introduction to how Copilot can assist Excel users in real working situations. Whether you are preparing reports, fixing inconsistencies in exported data, building calculations, or looking for insights in a table, Copilot can help you move from question to solution more quickly.
This session is ideal for anyone who wants to understand what Copilot in Excel can really do, where it works best, and how to use it effectively alongside core Excel features.
Faculty - Mr.Alan Murray
Alan Murray is a Microsoft MVP and Excel trainer. He has been helping people in Excel for over 20 years. He loves training and the joy he gets from knowing he is making people’s working lives easier.
Alan runs his own blog - Computergaga (https://computergaga.com) and writes for multiple other websites. His YouTube channel has over 600 videos and over 40 million views.
He organizes a free monthly Excel meetup in London where anyone can come learn Excel, chat, and enjoy each other’s company.
Alan is the author of the best-selling ‘Advanced Excel Formulas’ and ‘Advanced Excel Success’ books.