This half-day Microsoft Excel with Copilot course provides a practical, hands-on introduction to using AI for data analysis, automation, and reporting, helping participants work more efficiently, generate insights faster, and reduce manual effort in everyday tasks.
Unlock the full power of Excel with Copilot—your AI partner for faster insights, smarter decisions and effortless productivity. In this dynamic, hands-on course, learners discover how to use natural language prompts to generate formulas, analyse data and automate time-consuming tasks. With practical exercises, real-world scenarios and expert guidance, participants leave equipped to work more efficiently, streamline reporting and transform the way they use Excel every day.
Prerequisites: Participants should have a basic working knowledge of Excel and access to Microsoft Copilot.
Course Outline
During this course, participants will learn how to use Copilot in Excel to analyse data, automate tasks, and improve efficiency in everyday workflows.
Introduction to Copilot – Understand what Copilot is and how it enhances Excel productivity and workflow efficiency.
Installation, Setup & Access – Learn how to enable Copilot, check licensing, and ensure all features are ready to use.
Navigating the Copilot Interface – Explore the Copilot panel, commands, prompts, and how to integrate it into daily work.
Configuring Copilot for Your Needs – Set up permissions, prepare data, and apply best practices for effective use.
Using Copilot for Data Analysis – Generate insights, summaries, trends, and visualisations from raw data.
Automating Routine Tasks – Use AI to create formulas, build tables, clean data, and automate repetitive processes.
Natural Language Queries in Action – Ask questions in plain English to generate formulas, charts, and reports.
Guided Practice, Q&A & Best Practices – Apply learning through exercises, troubleshoot issues, and refine prompting techniques.
Who should attend
This course is ideal for professionals who regularly use Excel and want to improve efficiency using AI. It is particularly valuable for those working with data, reporting, or analysis who want to automate tasks, gain insights faster, and reduce manual workload.
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Understand how Copilot enhances Excel productivity and streamlines daily tasks.
Use Copilot confidently within Excel to gain immediate value.
Generate formulas, insights, and visualisations using natural language.
Automate repetitive tasks effectively to save time and improve accuracy.
Use AI insights to support faster decision-making.
Apply prompting and troubleshooting techniques to achieve high-quality results.
Course Reviews
Mentor and coaching
Inspirational and engaging. Matt is a fantastic trainer who ensured we were all included and felt part of the course. He gave us some fantastic tools to use in our mentoring journey and hopefully we will see him again soon.
Giving and Receiving feedback
Informative and engaging. She was very engaging and enthusiastic. Lots of activities.
Giving and Receiving Feedback
Very clear, engaging and well produced. Had a breadth of experience across a wide range of industries and applied this knowledge really well with lots of examples
Emotional intelligence
Very interactive and enjoyable. Sandra was an excellent guide through the subject matter, thankyou
Emotional intelligence
Really informative and provoked me to think and reflect. Amazing training from Mary - she was very informative
Emotional Intelligence
It was eye opening. There are so many things we do as individuals that affects other people and the course opened our eyes to them. The activities outside was great, getting us to move around and work in groups kept the course lively and interactive.
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This practical one-day workshop equips participants with tools and strategies to manage time effectively, improve productivity, and work more efficiently with less stress.
We offer a wide range of bespoke corporate training solutions across key areas such as leadership, management development, digital skills, workplace communication, customer experience, sales performance, project delivery, team development and professional skills. Each programme can be tailored to your organisation’s objectives, your people and the practical challenges they face at work.
Do you offer public courses?
No. Elliott Training does not currently offer public scheduled courses for individual delegates. We specialise in private corporate training courses delivered exclusively for organisations, teams and groups who require tailored training aligned to their business needs.
Are your courses bespoke?
Yes. Our courses can be tailored to your organisation, team and objectives. We can adapt the course content, examples, exercises, case studies and delivery style to reflect your sector, systems, processes and workplace priorities.
Can you create a bespoke course from scratch?
Yes. If you require a course that is not listed on our website, we can design a bespoke training programme around your specific requirements. This is ideal for internal projects, new systems, company initiatives, role-specific development or specialist skills training.
How long are your training courses?
Course length depends on the subject, objectives and level of detail required. We can deliver bite-size sessions, half-day workshops, full-day courses, multi-day programmes or larger training projects across multiple cohorts.