Copilot in Excel 365 - Beginner

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Intellezy Trainers

43:43

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1. Introduction

1.1 Excel Copilot - Exercise Files.zip

1. Introduction.mp4

02:19

2. Introduction to Copilot

1. Understanding Requirements for Copilot.mp4

01:52

2. Where does Copilot Live.mp4

01:44

3. Getting Started with Copilot

1. Organizing the Work Environment.mp4

02:55

2. Exercise 01 Exploring the Copilot Pane.mp4

03:42

4. Adding Formulae with Copilot

1. Using the Prompt Area.mp4

03:20

2. Interpreting the Copilot Pane.mp4

03:35

3. Exercise 02 Using the Prompt Box to Create Calculations.mp4

04:46

4. Exercise 03 Using the Prompt Box to Manipulate Data.mp4

04:14

5. Data Analysis with Copilot

1. Analyzing Data in a PivotTable.mp4

01:42

2. Exercise 04 Performing Data Analysis with a Pivot Table.mp4

04:15

6. Formatting and Styling with Copilot

1. Highlighting and Formatting Data.mp4

01:00

2. Exercise 05 Applying Conditional Formatting.mp4

04:15

7. Creating Charts with Copilot

1. Creating Charts with Copilot.mp4

02:57

8. Conclusion

1. Recap.mp4

01:07

9. Assessment

1. Copilot for Excel Assessment.html

Description

Copilot functionality within Excel

What You'll Learn?

The basics of Copilot’s placement within Microsoft Office and basic licensing are covered and demonstrated along with other necessary information.
Copilot has several requirements that must be in place before it will function in Excel. These conditions are discussed and demonstrated.
Column calculations are added to a table, and summary calculations are added to worksheets. The rules for writing effective prompts are covered and demonstrated
PivotTables are examined and deconstructed to see how they work and what Copilot did to provide answers.
When Copilot leverages Excel’s Conditional Formatting feature, the result is examined and deconstructed to see how Copilot did its work.
Copilot is asked to create different types of charts so that data summaries may be visualized.

Who is this for?

Anybody interested in expanding upon existing Copilot or Excel knowledge.

What You Need to Know?

Excel Beginner or equivalent

Excel Intermediate (preferred)

More details

Description
This course introduces Excel users to the basics of Excel Copilot.Â No previous experience with Copilot is required.Â 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.Â 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.Â This aspect of Copilot is explored and demonstrated.Â The output of Copilot is deconstructed to understand how Copilot answers questions of this type.

Formatting and styling data comes next.Â Copilot is asked to highlight data based on specific criteria.Â Dashboard style icons and formatting result.Â Formatting and styling are done with multiple criteria against different columns of data in a table.Â Copilot often leverages Excelâ€™s Conditional Formatting feature.Â The results are examined and changed, as necessary.

Finally, data is summarized and charted by Copilot.Â Copilot can use many chart types, and several are used in this course.Â Data shaping is explained and demonstrated, and the output of Copilot is examined.
Who this course is for:
Anybody interested in expanding upon existing Copilot or Excel knowledge.

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