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Courses/Office Productivity/Data Analysis & Visualization

Using CoPilot to be more productive in Excel

Stop struggling with complex data and let AI handle the heavy lifting, from automated mapping to advanced forecasting.

Created byTom Fragaleworkspace_premium
4.7
(24 reviews)
IntermediateUpdated Apr 11, 2026
Using CoPilot to be more productive in Excel

What You'll Learn

check_circleApply natural language prompts to generate complex Excel formulas and data visualizations.
check_circleAnalyze and summarize large datasets using Copilot-driven insights and pivot table generation.
check_circlePerform advanced data cleaning and formatting tasks, including text-to-columns and conditional formatting.
check_circleIntegrate external data sources like PDFs and web content directly into Excel workflows.
check_circleExecute multi-sheet consolidation and financial forecasting using AI-assisted commands.

About This Course

Unlock the full potential of Microsoft Copilot in Excel to streamline your workflow and automate tedious tasks. You will learn how to use natural language prompts to perform complex data analysis, create visualizations, and clean messy datasets in seconds.

Transform the way you manage, analyze, and visualize data by harnessing the power of artificial intelligence in Microsoft Excel. This course provides a comprehensive overview of how Microsoft Copilot acts as a collaborative AI assistant directly within your spreadsheets, fundamentally streamlining workflows and boosting overall productivity. Explore how to use natural language prompts to instantly generate complex formulas, format massive datasets, and create insightful, dynamic charts without needing advanced technical expertise. The curriculum focuses on real-world applications, illustrating how AI can eliminate tedious manual data entry, quickly uncover hidden trends, and summarize complex information in seconds. Designed for professionals looking to optimize their daily tasks, this overview demonstrates how integrating Copilot can drastically reduce workload, minimize human error, and pave the way for faster, more confident data-driven decisions.

Your Instructor

Tom Fragale
Tom Fragale

Microsoft Certified Trainer with over 25 Years of Training Experience, and over 40 years in IT overall

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star5,752 reviews

Tom Fragale is a computer professional with over 40 years of professional experience. He is a Microsoft Certified Trainer, a Microsoft Certified Office Master, and a Microsoft Certified Expert in Word and Excel, and a Microsoft Certified Specialist in Access, Outlook, and PowerPoint. He has trained over 50,000 business people in online webinars, public seminars, and on-site training. His clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including insurance, manufacturing, banking, pharmaceutical, education, retail, etc. He started his career as a database application programmer and has served as a consultant on many successful projects. His topics of expertise include: Access, Excel, Word, PowerPoint, Outlook, Copilot, ChatGPT, Crystal Reports, SQL Server, Visio, QuickBooks, and SharePoint, among others. His passion is helping people get the most out of their computers, and he is a published author having written a book on Microsoft Access, and another on Excel Pivot Tables. He graduated in 1988 from LaSalle University in Philadelphia, PA with a B.A. in Computer Science.

Credit Information

Do these courses count toward my professional development requirements?

This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.

If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.

What Students Are Saying

4.7
Student's Choice
24 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.