Copilot for Excel – Work Smarter with AI

Recorded Session
60 Minutes

Microsoft Copilot is an AI assistant built into Excel that responds to plain-language instructions. This 60-minute Copilot for Excel webinar explains how it works and how it can support your daily spreadsheet tasks.

You'll learn which prompts to use to analyze data, write formulas, create charts, highlight trends and generate summaries automatically, with live demonstrations throughout. The session also covers where Copilot helps most and the precautions to take when working with company data, so you can use it with confidence and make better data-driven decisions.

WHY SHOULD YOU ATTEND?

Building reports and searching for insights by hand can take hours. Copilot can analyze data, create formulas, produce reports and build charts from simple instructions, cutting down manual work.

This webinar is useful for anyone who works in Excel regularly, including finance, accounting, audit, compliance, HR, operations and management professionals, with practical examples you can apply right away.

AREA COVERED

  • Introduction to Microsoft Copilot
  • How Copilot works inside Excel
  • Writing formulas with Copilot
  • Analyzing data with simple prompts
  • Creating charts and summaries
  • Finding trends and insights
  • Best practices for using Copilot
  • Data privacy considerations

LEARNING OBJECTIVES

  • Explain what Microsoft Copilot is and how it works inside Excel
  • Write formulas with Copilot
  • Analyze data using simple prompts
  • Create charts and summaries automatically
  • Identify trends and insights in your data
  • Follow best practices and data privacy precautions when using Copilot

WHO WILL BENEFIT?

  • All Excel Users
  • Finance Professionals
  • Compliance Officers
  • Auditors
  • Data Analysts
  • HR Professionals
  • Managers
  • Business Analysts
  • Accountants
  • Auditors
  • Managers
  • Students
  • Bookkeepers
  • Business Owners
  • Financial Analysts
  • IT Professionals
  • Project Managers
  • Supervisors

Building reports and searching for insights by hand can take hours. Copilot can analyze data, create formulas, produce reports and build charts from simple instructions, cutting down manual work.

This webinar is useful for anyone who works in Excel regularly, including finance, accounting, audit, compliance, HR, operations and management professionals, with practical examples you can apply right away.

  • Introduction to Microsoft Copilot
  • How Copilot works inside Excel
  • Writing formulas with Copilot
  • Analyzing data with simple prompts
  • Creating charts and summaries
  • Finding trends and insights
  • Best practices for using Copilot
  • Data privacy considerations
  • Explain what Microsoft Copilot is and how it works inside Excel
  • Write formulas with Copilot
  • Analyze data using simple prompts
  • Create charts and summaries automatically
  • Identify trends and insights in your data
  • Follow best practices and data privacy precautions when using Copilot
  • All Excel Users
  • Finance Professionals
  • Compliance Officers
  • Auditors
  • Data Analysts
  • HR Professionals
  • Managers
  • Business Analysts
  • Accountants
  • Auditors
  • Managers
  • Students
  • Bookkeepers
  • Business Owners
  • Financial Analysts
  • IT Professionals
  • Project Managers
  • Supervisors
Currency:
Webinar Option
Transcript (PDF Transcript of the Training)
Downloadable Recorded Session
USB

Speaker Profile

ins_img Ritu Arora

Ritu Arora has trained more than 100,000 people in over 3500 corporations over the past 20 years. This extensive experience has allowed her to develop a deep understanding of the diverse needs of learners. As an expert in Microsoft Office, Ritu Arora has provided training on essential software programs such as Microsoft Office Specialist Excel and Microsoft Office Specialist PowerPoint. Her expertise has been further strengthened by her authorship of the books “Advance Excel Guide” and “Mastering Advanced Excel with ChatGPT Integration”, which provides comprehensive and practical guidance to users of all levels. Ritu Arora is associated with the (CII), …

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