Microsoft Copilot for Excel
This course builds practical capability in Microsoft Copilot for Excel, supporting data analysis, model development, and task automation through natural language prompts. In financial services, this capability accelerates reporting, scenario planning, and reconciliations while reducing errors and manual effort. The course develops confidence in applying AI driven insights to work more efficiently and effectively with data.
Learning Objectives
By the end of this course, participants will be able to:
- Understand how Copilot integrates with Excel and enhances existing workflows.
- Use natural language prompts to build formulas and functions without manual coding.
- Generate instant summaries, trend analysis, and scenario testing within large datasets.
- Automate common tasks such as reconciliations, formatting, and data cleaning.
- Apply Copilot to financial modeling, sensitivity analysis, and reporting tasks.
- Explore how Copilot accelerates pivot table creation and chart generation.
- Use Copilot to detect anomalies, errors, and missing data in spreadsheets.
- Integrate Copilot outputs with dashboards and reporting tools.
- Recognize the limitations of Copilot and apply best practices to validate outputs.
- Develop confidence in using AI assistance to boost productivity and decision-making in data-driven roles.
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