Microsoft Copilot in Excel*

• Overview of Copilot's capabilities within Excel.
• Data Analysis with Copilot: Using Copilot to analyse data, identify trends, relationships, and outliers.
• Creating Formulae: Leveraging Copilot to generate and edit formulae efficiently.
• Editing Excel Workbooks: Techniques for modifying and enhancing Excel workbooks using Copilot.
• Formatting Data: Utilising Copilot to format data for better readability and presentation.
• Automating Tasks: Streamlining repetitive tasks with Copilot's automation features.
• Visualising Data: Creating charts and graphs with Copilot to visualise data insights.
• Best Practices: Tips and strategies for maximising the use of Copilot in Excel.

*This content is covered in full detail in our Microsoft 365 Copilot for Business Users course

Data Tables

• Importing data from CSV
• Understanding tables and database architecture
• Filtering with Slicers
• Dynamic named ranges, dynamic references in functions
• Extending a table
• Styles
• Removing duplicates

Pivot Tables

• Understanding what Pivot tables are and when to use them
• Creating from data tables
• Updating / refreshing
• Connecting to a data source
• Data models
• Adding Fields
• Creating calculated fields
• GETPIVOTDATA functions
• Manipulating
• Consolidation
• Pivot Charts
• Dashboards
• Slicers and timelines

• Arrays explained
• Dynamic array functions
• Spilling
• Unique, Sort array functions

• XLOOKUP
• VLOOKUP / HLOOKUP
• MATCH & INDEX
• Logical IF, AND, OR
• Nested IFs
• Mathematical
• Date/Time
• Text
• Information
• Statistical
• Database Functions
• Financial 
• General Nesting
• Function hints and tips

Scenario Manager

• What If Analysis
• Adding
• Updating
• Merge
• Summary
• Printing

• Using Excel efficiently using shortcuts
• Previewing all formulas on a worksheet
• Auto calculations
• Autofill
• Keyboard shortcuts
• Mouse shortcuts
• Autoresize
• Keyboard selection techniques
• Mouse selection techniques

• Creating a proper database
• Navigating a worksheet
• Hidden views

Macros

• Demystifying macros
• Recording Macros
• Keyboard shortcuts
• Running macros
• Relative Vs Absolute referencing
• Where to store a macro
• Macro Recorder
• Editing a macro
• Introduction to VB
• Macro security

General Advanced Features  

• Custom Formatting Numbers
• Conditional Formatting Rules
• Goal Seek
• Text Joining
• Styles
• Custom Lists
• Auditing
• Mixed References

• Adding 2nd Y Axis
• Custom Charts
• Trend Lines

Introducing Power BI

• An overview of Power BI and how it can be used to Display and analyse Excel data

• Copilot Integration
• Cloud storage and OneDrive and SharePoint Libraries
• Signing into 365
• Office 365 Cloud Apps
• Signing-in to Microsoft 365
• Using Microsoft 365 on multiple devices
• Easier file sharing