Microsoft 365 Copilot for Excel Training

The Microsoft 365 Copilot for Excel Training empowers professionals with advanced skills to harness the power of AI-driven automation within Excel. By leveraging Copilot’s capabilities, learners will optimise data analysis, streamline workflows, and enhance productivity.

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Overview

The Microsoft 365 Copilot for Excel Training is designed to equip professionals with advanced skills to leverage AI-driven tools within Excel, elevating data analysis and enhancing productivity. This comprehensive course is ideal for individuals looking to integrate automation into their workflows, streamline processes, and extract valuable insights from data effortlessly. By mastering the use of Microsoft 365 Copilot, learners will be empowered to transform how they interact with Excel for efficient and intelligent decision-making.

Excel remains a foundational tool for organisations globally, and this training ensures learners can take full advantage of its latest innovations. The course delves into Copilot’s cutting-edge features, including natural language queries that simplify complex tasks, intelligent data interpretation for quicker insights, and predictive modelling to anticipate trends. These capabilities enable learners to perform with greater accuracy, save time, and boost overall effectiveness in their roles.

This engaging 2-day course offered by MPES combines expert-led instruction, interactive hands-on exercises, and practical scenarios to provide a robust learning experience. Through real-world examples, learners will gain a thorough understanding of Copilot’s advanced functionalities and their applications.

Course Objectives:

Understand the fundamentals of Microsoft 365 Copilot and its integration with Excel
Learn to automate repetitive Excel tasks with AI assistance
Use natural language commands to generate insights and analyse data
Master advanced data modelling and predictive analysis techniques
Enhance collaboration by sharing AI-generated insights in real time
Customise Copilot settings to align with organisational needs
Prepare for integrating AI tools into everyday Excel workflows

Average completion time

1 Month

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Course Includes

Course Details

Develop your understanding of essential financial, business and management accounting techniques with ACCA Applied Knowledge. You'll learn basic business and management principles and the skills required of an accountant working in business.

Entry Requirements

Familiarity with Excel’s basic features, including data entry, formulas, and formatting.
Access to Microsoft 365 with Copilot enabled.
A general understanding of data analysis concepts is recommended but not mandatory.

Learning Outcomes

Boost Productivity- Enhance efficiency by automating repetitive tasks and streamlining workflows using AI-powered tools in Excel.
Streamline Workflows- Optimise data management and processing to improve accuracy and reduce manual effort.
Gain Insights- Leverage AI to extract actionable insights and make informed, data-driven decisions.
Adapt Easily- Develop skills to seamlessly integrate AI-driven solutions into daily Excel operations.

Target Audience

The course is designed for professionals seeking to elevate their Excel skills with AI-powered tools, including:

Data Analysts
Finance Professionals
Business Intelligence Specialists
Administrative Professionals
Managers handling data-driven decision-making
IT Professionals supporting Microsoft 365 solutions

Course content

Module 1: Introduction to Microsoft 365 Copilot

Overview of Microsoft 365 Copilot
Microsoft 365 Copilot Interface
Connecting to Data Sources

Module 2: Data Analysis with Microsoft 365 Copilot

Using Microsoft 365 Copilot for Data Analysis
Importing Data from Excel
Creating Charts, Graphs, and Tables
Applying Filters and Sorts to Data
Grouping and Summarising Data
Using Functions in Microsoft 365 Copilot

Module 3: Data Visualisation with Microsoft 365 Copilot

Creating Effective Visualisations with Microsoft 365 Copilot
Customising Visualisations to Meet Specific Needs
Using Conditional Formatting to Highlight Trends and Anomalies
Using Slicers to Filter Data

Module 4: Creating Reports with Microsoft 365 Copilot

Creating Reports Using Microsoft 365 Copilot
How to Use Templates
Sharing Reports with Stakeholders

Module 5: Troubleshooting and Maintenance

Troubleshooting Common Issues in Microsoft 365 Copilot
Maintaining Microsoft 365 Copilot
Upgrading to New Versions of Microsoft 365 Copilot

MPES Support That Helps You Succeed

At MPES, we offer comprehensive support to help you succeed in your studies. With expert guidance and valuable resources, we help you stay on track throughout your course.

MPES Learning offers dedicated support to help you succeed in Accounting and Finance courses.
Get expert guidance from tutors available online to assist with your studies.
Check your eligibility for exemptions with the relevant professional body before starting.
Our supportive team is here to offer study advice and support throughout your course.
Access a range of materials to help enhance your learning experience. These resources include practice exercises and additional reading to support your progress.

Career Growth Stories

Discover how MPES Learning transforms careers with real success stories.

George Evans

The Financial Risk Management Course at MPES was invaluable in deepening my understanding of risk assessment and mitigation strategies. The hands-on learning approach allowed me to apply new concepts directly to my work. I highly recommend it for professionals in finance.

George Evans

Risk Manager

James Robinson

As a financial consultant, I am always seeking ways to enhance my expertise. The Investment Analysis Course at MPES exceeded my expectations, offering practical skills and knowledge that I can apply immediately in my consulting work. It's an outstanding choice for professionals in finance.

James Robinson

Financial Consultant

Laura Bennett

The Corporate Finance Course I attended at MPES was transformative. The depth of knowledge shared by the instructors and the relevance of the topics covered have directly impacted on our financial strategy. I strongly endorse this program for anyone in a leadership position in finance.

Laura Bennett

Chief Financial Officer

Emma Johnson

The Financial Modeling and Valuation Course at MPES was incredibly insightful. The practical applications and real-world examples helped solidify my understanding of complex concepts. I highly recommend this course to anyone looking to enhance their financial acumen.

Emma Johnson

Financial Analyst

Arvy Pasanting

As a qualified accountant, studying at MPES has been a very rewarding experience. Its team of passionate and dedicated mentors gave me the confidence and knowledge I needed to not just excel at my current role as an auditor, but also inspired me to expand my horizons.

Arvy Pasanting

Audit Senior (incoming Reconciliations Manager)

David Ford

I was recommended MPES after searching for a way to pursue a career in the accounting profession, I have studied with them throughout my journey utilising both their “in class” and online learning opportunities that fit around the needs of my employer, I have found them to be consummate professionals delivering first class accounting courses with support always available.

David Ford

Accountant

Aaron Allcote

As a finance officer, MPES has been a huge help in understanding the process of recording and processing transactions from all different perspectives. The courses are very easy to follow, and the training they provide can be applied to real-life scenarios. The courses have been a huge help for me, and I would highly recommend them.

Aaron Allcote

Finance Officer

Bob Beaumont

I completed all of my ACA studies with MPES and I think you would struggle to find a better training provider anywhere in the British Isles. MPES' tutors are excellent both at delivering training and giving individualised feedback and coaching. the supporting materials and the out of class support are also great.

Bob Beaumont

Senior Accountant

George Evans

George Evans

Risk Manager

James Robinson

James Robinson

Financial Consultant

Laura Bennett

Laura Bennett

Chief Financial Officer

Emma Johnson

Emma Johnson

Financial Analyst

Arvy Pasanting

Arvy Pasanting

Audit Senior (incoming Reconciliations Manager)

David Ford

David Ford

Accountant

Aaron Allcote

Aaron Allcote

Finance Officer

Bob Beaumont

Bob Beaumont

Senior Accountant

Have Questions? We’ve Got You

If you have any questions, we’re here to help. Find the answers you need in the MPES detailed FAQ section.

Q. Do I need prior experience with AI tools to take this course?

No prior AI experience is necessary. A basic understanding of Excel’s core functions, such as data entry and formulas, is sufficient to effectively engage with this course.

Q. How will this course benefit my career?

This course empowers you with advanced Excel capabilities, enhancing productivity and efficiency. It provides competitive advantages by teaching AI-driven tools for streamlined workflows and data-driven decision-making.

Q. Will I receive a certification after completing the course?

Yes, upon successfully completing the training, learners will earn an MPES course completion certificate, demonstrating proficiency in using Microsoft 365 Copilot for Excel’s AI-powered functionalities.

Q. Is this course suitable for non-technical professionals?

Absolutely. The course is designed for individuals across experience levels, offering practical and accessible techniques to simplify data analysis and effectively integrate AI-driven tools into their daily workflows.

Q. What tools will I need for this course?

Learners will need access to a Microsoft 365 account with Copilot-enabled Excel for practical exercises, ensuring hands-on experience with AI tools during the training sessions.

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