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This course introduces Excel users to the basics of Excel Copilot. No previous experience with Copilot is required. This course starts by examining the licensing and work environment requirements to get started. Students follow the instructor with the same data files that the instructor uses. The Copilot pane is explored, and its features examined. Writing good prompts is explained and Copilot is asked to create calculated columns in tables, summary calculations on different worksheets, and data manipulation formulae to manage existing data. Excel Copilot often creates PivotTables when it needs to filter or summarize data. This aspect of Copilot is explored and demonstrated. The output of Copilot is deconstructed to understand how Copilot answers questions of this type. Formatting and styling data comes next. Copilot is asked to highlight data based on specific criteria. Dashboard style icons and formatting result. Formatting and styling are done with multiple criteria against different columns of data in a table. Copilot often leverages Excel’s Conditional Formatting feature. The results are examined and changed, as necessary. Finally, data is summarized and charted by Copilot. Copilot can use many chart types, and several are used in this course. Data shaping is explained and demonstrated, and the output of Copilot is examined.
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