Academy

Master Excel with Microsoft Copilot: Boost Productivity & Automate Your Data Workflows

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About

In this premium online course, seasoned analytics consultant Ray Poynter shows you how to leverage Microsoft Copilot in Excel to save time, eliminate manual drudgery, and drive smarter insights. Over a 90-minute deep dive, you’ll explore:

• Copilot basics and prompt engineering: ask open questions, refine tasks, troubleshoot errors.
• Excel versions & environments: Online (Edge), Desktop (Windows & Mac), internal vs. web Copilot modes.
• Core skills: conditional formatting, pivot tables, data cleaning, recoding scales and languages.
• Advanced automation: Vibe-Coding with VBA (macros) and Office Scripts (TypeScript).
• Python in Excel: clustering, statistical summaries, dynamic charting, sentiment analysis.
• Visualization best practices: from sparklines and tree maps to map charts and pivots.

By course end, you’ll be bold in asking Copilot to do the work, confident in writing and refining scripts, and ready to transform your day-to-day Excel workflows with AI.

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