Microsoft 365 Copilot for Excel - Online Instructor-led Training

Unlock the full potential of Excel with Microsoft 365 Copilot in this comprehensive instructor-led online training. Designed for professionals looking to enhance productivity and data skills, this hands-on course guides you step-by-step through the powerful AI-driven features now embedded in Excel.

Start by understanding what Copilot is, how to access it, and how to write effective prompts. Learn how to use Copilot to clean and structure data, apply advanced formulas and functions, and edit and format spreadsheets efficiently. Dive into data visualization with charts and PivotTables, uncover trends through forecasting, and explore the integration of Python in Excel for deeper analysis.

Whether you're an Excel beginner or looking to take your skills to the next level, this course equips you with the tools to work smarter and faster using Microsoft 365 Copilot.

These courses are facilitated in English, and are open to people from different industries in all countries especially across Australia, New Zealand, Singapore, Malaysia and Hong Kong  - this is a short but powerful learning experience that gives you global collaboration opportunities. Our trainers and processes have been refined to give you a personalised learning experience.

**Please note, these classes run to a very tight schedule, please follow the invitation and join the class 10-minutes prior to commencement so you are ready to participate and don't miss a minute!

Please click the In-House Training tab to receive a free quote for courses delivered at your preferred location.

Your Learning Outcomes

In this course, participants will Learn: 

  • What Microsoft Copilot is and how to activate and use it effectively
  • How to Craft Structured Prompts and use hte Mobile App 
  • How to Clean and Prepare data quickly with AI Assistance 
  • Apply Formulas and functions, including Lookup, Logical and Conditional Formulas 
  • Format, Filter and sort data like a pro
  • Build Charts, PivotTables and run Forecasting Models
  • Get started with Python in Excel for tasks like data analysis and word clouds

PDT Training specialise in:

Live Online

Face-to-Face

Hybrid

Plus the workshops are always tailored to your current context

What our clients are saying:

"Very informative. Definitely motivates me to allow more time than usual to prepare my day, break down my work and scrutinise my prioritisation processes. Highly beneficial."

"I’m very impressed by PD Training … they specifically selected one of their specialist facilitators to run the session which then made it possible for us to discuss our requirements further and tailor the course we had selected to suit our particular needs."

More happy clients

Plus you’ll also receive:

shield

Money Back
Guarantee

If you’re not happy with the outcomes from
the course we offer a money back guarantee

profiles

REACH
Profiles

For every participant
valued at $199 each

sick

Sick Day
Safety Net

No one left behind
with our 1/2 price re-run promise

dashboard

Development
Dashboard

12-months access to the unique REACH Future Proofing Personal Development Dashboard with personally curated learning to develop agility to adapt to different people tasks and situations.

Learn Microsoft 365 Copilot for Excel - Online Instructor-led Training Now

Welcome to the future of working with data in Excel.

In today’s fast-paced business environment, the ability to analyze, clean, and visualize data efficiently is no longer a competitive advantage - it’s a necessity. With the introduction of Microsoft 365 Copilot, Excel has been transformed into an intelligent productivity partner, enabling you to work faster, smarter, and with greater confidence.

This course has been thoughtfully designed to bridge the gap between traditional Excel skills and the revolutionary capabilities brought by AI. Whether you're a data analyst, business professional, team leader, or simply someone who wants to harness the full power of Excel, this training will show you how to use Copilot to simplify complex tasks, generate insights in seconds, and even leverage the power of Python - all within a familiar interface.

Led by experienced instructors in real-time sessions, this training offers not just theory, but practical, hands-on skills that can be applied immediately. You’ll walk away equipped to not only keep up with the rapid changes in technology, but to lead the way in how data is handled and decisions are made in your organization.

We look forward to guiding you on this journey toward smarter, AI-assisted Excel mastery.

Course Outline for Microsoft 365 Copilot for Excel - Online Instructor-led Training

After completing this course, participants will have learned to:

Topic 1

What is Copilot

  • Define
  • Licensing
  • Guides
  • Prompt Structure
  • Mobile App

Topic 2

Exploring Copilot

  • Settings Required
  • Access Copilot
  • Navigate Copilot Pane
  • Prompt Gallery and Bookmarks

Topic 3

Data Cleaning

  • Remove Blanks
  • Split Data
  • Trim Data
  • Case Change
  • Clean Data Tool

Topic 4

Formulas and Functions

  • Basic Operations
  • Statistical Functions
  • Logical Functions
  • Lookup Functions
  • Errors

Topic 5

Editing and Formatting

  • Sort
  • Filter
  • Basic Formatting
  • Conditional Formatting

Topic 6

Visuals and Analysis

  • Charts
  • PivotTables
  • Forecasting

Topic 7

Python

  • Define
  • Word Cloud
  • Data Analysis

Plus you’ll also receive:

shield

Money Back
Guarantee

If you’re not happy with the outcomes from
the course we offer a money back guarantee

profiles

REACH
Profiles

For every participant
valued at $199 each

sick

Sick Day
Safety Net

No one left behind
with our 1/2 price re-run promise

dashboard

Development
Dashboard

12-months access to the unique REACH Future Proofing Personal Development Dashboard with personally curated learning to develop agility to adapt to different people tasks and situations.

Learn Microsoft 365 Copilot for Excel - Online Instructor-led Training Now

We create training that meets your needs.

1-hour Motivator

3-hour Power Sessions

Full Day Training

Conferences & Summits

  • OFFSITE
  • AT YOUR WORKPLACE
  • ONLINE

We’ll make things easier so you can focus on adding more value

We take care of all of the details, so you don’t have to:

  • Invite people to
    training
  • Sign
    In Sheet
  • Generate Branded
    Course Flyers
  • PDF’S of
    Certificates
  • Collects and
    Reports Feedback
  • Complete Results
    Dashboard

What are people going to do differently?

At the completion of training participants are encouraged to create an action plan, and invite an accountability buddy via their Orgmenta App.

In your Training Management Centre you have transparency to the action plans so you can see what people are going to do differently.

Want to get clear on impacts and measure success? We support you.

Our systems and people make it easy to identify how you’ll be able to measure impacts and then report on the success in the weeks or months after training.

Do you already have a training management system and wish they were automatically up to date?

It’s surprisingly easy to make it so that your system can automatically be up to date with all the training record details you need.

More than just a training provider - we are your learning and development partner.

We look forward to working with you, talk to one of our friendly expert consultants today.
Talk to our team

Details:

  • Small classes, average 5 people, max 16
  • Lunch and refreshments included
  • Certificate of Completion (always available in the App)
  • Comprehensive courseware available in the App
  • Pay on Invoice or by Credit Card

Questions:

Online Training

3-hour course

With a live Trainer, via Zoom Meeting - available Worldwide Online Training

$495.00

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Course Outline for Microsoft 365 Copilot for Excel - Online Instructor-led Training

After completing this course, participants will have learned to:

Topic 1

What is Copilot

  • Define
  • Licensing
  • Guides
  • Prompt Structure
  • Mobile App

Topic 2

Exploring Copilot

  • Settings Required
  • Access Copilot
  • Navigate Copilot Pane
  • Prompt Gallery and Bookmarks

Topic 3

Data Cleaning

  • Remove Blanks
  • Split Data
  • Trim Data
  • Case Change
  • Clean Data Tool

Topic 4

Formulas and Functions

  • Basic Operations
  • Statistical Functions
  • Logical Functions
  • Lookup Functions
  • Errors

Topic 5

Editing and Formatting

  • Sort
  • Filter
  • Basic Formatting
  • Conditional Formatting

Topic 6

Visuals and Analysis

  • Charts
  • PivotTables
  • Forecasting

Topic 7

Python

  • Define
  • Word Cloud
  • Data Analysis

When you book a Public Class with PD Training you can expect:

To Be Engaged All Day

Activities and discussion for engaged learning all day.

An outstanding trainer

On average PDT trainers have 15 years industry experience and 7 years training experience.

Focussed on you

We always tailor activities and scenarios to be relevant to you.

Refresher Course $0

In-House and Public Class participants are welcome to join a public class in the same topic for 12 months.

Acclaimed Provider

The confidence of booking with an acclaimed multi-national training company.

Multi-modal Reinforcement

Support, reinforcement & extension eLearning and videos in the App.

Outstanding learning that people can do in the flow of work

  • Fresh targeted video-based microlearning content with interactive lessons and quizzes included.
  • Rigourous review process
  • Only $11.00 per course per person per year
  • Or get the $110.00 bundle and save

Asking Questions

The most important foundation for communication and building meaningful relationships is listening, develop your skills with this micro eLearning course.

Bite size learning that people love

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