Online Course
Copilot in Excel

Learn how to work smarter in Excel with Copilot—Microsoft’s AI-powered assistant. In this course, you’ll discover how to analyze data, generate formulas, and build insights using simple natural-language prompts.

4.9

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167 students already enrolled
  • Institute of Analytics
  • The Association of Data Scientists
  • E-Learning Quality Network
  • European Agency for Higher Education and Accreditation
  • Global Association of Online Trainers and Examiners

Skill level:

Basic

Duration:

2 hours
  • Lessons (2 hours)

CPE credits:

5
CPE stands for Continuing Professional Education and represents the mandatory credits a wide range of professionals must earn to maintain their licenses and stay current with regulations and best practices. One CPE credit typically equals 50 minutes of learning. For more details, visit NASBA's official website: www.nasbaregistry.org

Accredited

certificate

What you learn

  • Use Copilot to automate formulas and accelerate your Excel workflow.
  • Write complex data, text, and IF logic using simple natural-language prompts.
  • Analyze and visualize data quickly with Copilot-generated summaries and charts.
  • Run Python code inside Excel to perform deeper, more advanced analysis.
  • Build machine learning models in Excel.

Topics & tools

TheoryAIData AnalysisCopilot

Your instructor

Course OVERVIEW

Description

CPE Credits: 5 Field of Study: Specialized Knowledge
Delivery Method: QAS Self Study

Do you want to work smarter, faster, and better in Excel—without memorizing hundreds of formulas?

Are you ready to bring AI inside the world’s most widely used analytical tool and transform the way you work?

If so, you’re in the right place.

With Microsoft Copilot, Excel has entered a new era—where simple, plain-English prompts can clean your data, write formulas, build dashboards, and even run Python-powered machine learning models.

Copilot isn’t just an assistant—it’s an AI layer built directly into Excel, designed to understand your data, your structure, and the task at hand. It detects patterns, anticipates your next steps, and automates work that once took minutes or even hours.

Whether you’re restructuring messy data, analyzing trends, creating a financial report, or exploring “what-if” scenarios, Copilot guides you step by step. And because it works directly inside your workbook—not in a separate interface—your results stay actionable, editable, and fully integrated into your file.

In this course, you’ll learn how to use Copilot as a true partner in analysis—accelerating your work while staying entirely in control of the logic, accuracy, and insight.

What You Achieve in This Course

By the end of this training, you’ll be able to:

  • Turn natural-language instructions into accurate Excel formulas
  • Clean, transform, and structure messy datasets in seconds
  • Highlight insights automatically using smart conditional formatting
  • Summarize and visualize data without navigating chart menus
  • Use Copilot as an analytical partner to explore and interpret information
  • Unlock Python in Excel to run advanced analytics and machine learning
  • Build real financial workflows, including P&L statements or portfolio optimization
  • Combine your judgment with AI automation to operate at an entirely new level

Excel is no longer just a spreadsheet—it’s an intelligent analytical platform, and Copilot is the engine that powers it.

Why This Course Matters

Every company uses Excel.
Every analyst depends on it.
And now, every professional is expected to use AI tools within Excel.

Copilot dramatically shrinks the gap between beginners and experts. It handles the tedious work—formulas, transformations, data prep—so you can focus on what truly matters: insights, decisions, and strategy.

Learning it now puts you ahead of the curve—before Copilot skills become a standard job requirement.

What We Cover

We’ll begin with the fundamentals:

  • What Copilot is
  • How it differs from tools like ChatGPT
  • How to use it inside Excel
  • What it can do—and where it still needs your oversight

Then we progressively level up:

  • Writing formulas using natural-language prompts
  • Sorting, filtering, and highlighting with AI assistance
  • Summarizing and visualizing data with ease
  • Running advanced analytics and machine learning with Python in Excel
  • Applying Copilot to real business scenarios: P&L analysis, clustering, regression, and optimization

By the end, Copilot won’t feel like a tool—it’ll feel like a teammate working alongside you.

Who This Course Is For

This course is ideal for:

  • Finance and accounting professionals
  • Data analysts and business intelligence teams
  • Students preparing for analytics or finance roles
  • Anyone who uses Excel daily and wants to automate their work
  • Anyone who is curious about Excel + AI and wants to learn a powerful new skill

If you wish to increase your productivity, strengthen your analytical skills, and prepare for the future, this course gives you the tools to do it.

Enroll now and step into Excel’s new era of speed, intelligence, and automation.

Prerequisites

  • None

Advanced preparation

  • None

Curriculum

23 lessons 1 exam
  • 1. Getting Started With Copilot in Excel
    25 min

    In this section, you get a complete introduction to Copilot in Excel. We set clear expectations, explain what Copilot is (and what it isn’t), compare it with tools like ChatGPT, and show you how to install it and navigate the interface. By the end, you understand Copilot’s core capabilities, its limitations, and how to start using it confidently inside Excel.

    25 min

    In this section, you get a complete introduction to Copilot in Excel. We set clear expectations, explain what Copilot is (and what it isn’t), compare it with tools like ChatGPT, and show you how to install it and navigate the interface. By the end, you understand Copilot’s core capabilities, its limitations, and how to start using it confidently inside Excel.

  • 2. Working with Formula Columns
    27 min

    This section focuses on Copilot’s most useful everyday skills: generating formulas for you. You see how it handles date functions, text manipulation, conditional statements, and multi-step logic—all through simple natural-language prompts. We’ll also cover when Copilot is the right tool for the task and when it’s better to step in manually. By the end, you build clean, automated formula columns with confidence.

    27 min

    This section focuses on Copilot’s most useful everyday skills: generating formulas for you. You see how it handles date functions, text manipulation, conditional statements, and multi-step logic—all through simple natural-language prompts. We’ll also cover when Copilot is the right tool for the task and when it’s better to step in manually. By the end, you build clean, automated formula columns with confidence.

  • 3. Sorting, Filtering, and Highlighting Data
    21 min

    In this section, we focus on Copilot’s editing abilities. You learn how Copilot supports everyday tasks like sorting and filtering, and where manual Excel is still faster. We’ll explore highlighting rules, color scales, data bars, and advanced formula-based conditional formatting. By the end, you have a realistic sense of when Copilot speeds you up—and when it slows you down.

    21 min

    In this section, we focus on Copilot’s editing abilities. You learn how Copilot supports everyday tasks like sorting and filtering, and where manual Excel is still faster. We’ll explore highlighting rules, color scales, data bars, and advanced formula-based conditional formatting. By the end, you have a realistic sense of when Copilot speeds you up—and when it slows you down.

  • 4. Exploring & Understanding Your Data
    28 min

    In this section, Copilot acts as your analytical partner. You perform data profiling, explore trends, spot outliers, summarize large datasets, and answer business questions in natural language. You also learn how Copilot generates charts and visualizations to support your analysis. By the end, you turn raw data into insights with far less manual work.

    28 min

    In this section, Copilot acts as your analytical partner. You perform data profiling, explore trends, spot outliers, summarize large datasets, and answer business questions in natural language. You also learn how Copilot generates charts and visualizations to support your analysis. By the end, you turn raw data into insights with far less manual work.

  • 5. Course exam
    60 min
    60 min

Free lessons

What does the course cover

1.1 What does the course cover

3 min

What is Copilot in Excel

1.3 What is Copilot in Excel

5 min

Basic Features and Limitations

1.6 Basic Features and Limitations

5 min

IF Statements

2.4 IF Statements

7 min

Formula-based Conditional Formatting

3.3 Formula-based Conditional Formatting

4 min

Introduction

4.1 Introduction

3 min

Start for free

$29,000

average salary increase

after moving to an AI and data science career

9 in 10

people walk away career-ready

with practical data and AI skills.

9 in 10

of our graduates landed a new AI & data job

after enrollment

ACCREDITED certificates

Craft a resume and LinkedIn profile you’re proud of—featuring certificates recognized by leading global institutions.

Earn CPE-accredited credentials that showcase your dedication, growth, and essential skills—the qualities employers value most.

  • Institute of Analytics
  • The Association of Data Scientists
  • E-Learning Quality Network
  • European Agency for Higher Education and Accreditation
  • Global Association of Online Trainers and Examiners

Certificates are included with the Self-study learning plan.

A LinkedIn profile mockup on a mobile screen showing Parker Maxwell, a Certified Data Analyst, with credentials from 365 Data Science listed under Licenses & Certification. A 365 Data Science Certificate of Achievement awarded to Parker Maxwell for completing the Data Analyst career track, featuring accreditation badges and a gold “Verified Certificate” seal.

How it WORKS

  • Lessons
  • Exercises
  • Projects
  • Practice exams
  • AI mock interviews

Lessons

Learn through short, simple lessons—no prior experience in AI or data science needed.

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Exercises

Reinforce your learning with mini recaps, hands-on coding, flashcards, fill-in-the-blank activities, and other engaging exercises.

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Projects

Tackle real-world AI and data science projects—just like those faced by industry professionals every day.

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Practice exams

Track your progress and solidify your knowledge with regular practice exams.

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AI mock interviews

Prep for interviews with real-world tasks, popular questions, and real-time feedback.

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Student REVIEWS

A collage of student testimonials from 365 Data Science learners, featuring profile photos, names, job titles, and quotes or video play icons, showcasing diverse backgrounds and successful career transitions into AI and data science roles.