What does the Excel with Copilot course cost?

You will find the current price at the top right of this course page, together with the schedule, location and delivery format. For in-company or bespoke courses we are happy to provide a quotation on request.

What prior knowledge do you need for the Excel with Copilot course?

You need basic Excel skills: filtering, sorting and working with functions such as SUM, IF and VLOOKUP or XLOOKUP. No prior knowledge of AI or Copilot is required. If you are unsure about your level, our Excel Basics course is a good preparation.

Who is the Excel with Copilot course intended for?

The course is intended for anyone who works in Excel every day and wants to get results with Microsoft 365 Copilot. Think of staff who work extensively with spreadsheets, analysts and controllers, and project leaders and managers who want to draw insight from figures quickly.

What will you learn during the Excel with Copilot course?

You will learn how to activate Copilot, prepare your data properly and prompt effectively. You will have complex formulas built for you with an explanation, generate pivot tables and charts based on your question, discover trends in datasets and clean up data by removing duplicates, normalising and filling in missing values. You will also learn to recognise the limits of Copilot and validate its results.

Can the Excel with Copilot course also be taken online or in-company?

Yes. You can take the course in a classroom at one of our venues or online via Microsoft Teams. For teams within an organisation we also offer in-company versions, in which we tailor the programme to your own data and working processes. Contact us to discuss the options.

Do you receive a certificate after completing the Excel with Copilot course?

Yes, after taking part you receive a certificate of participation from Learnit. With it you can demonstrate that you have completed the course and can apply Copilot in Excel purposefully in your work.

Which materials and working methods are used in the Excel with Copilot course?

You work in your own Excel environment with an active Microsoft 365 Copilot licence. Short blocks of theory alternate with immediate exercises on realistic datasets. You receive a workbook with practice files and a cheat sheet of useful prompts, so that you can carry straight on in your day-to-day work afterwards.

Why choose this course rather than self-study through online videos?

Videos show you what Copilot can do, but not how to apply it purposefully to your own data and questions. In this course you practise under the guidance of an experienced trainer, receive immediate feedback on your prompts and formulas and work on a case of your own. That way you leave with a concrete result rather than just theory.

How do you apply what you have learnt directly in your work?

In the final part of the course you work on your own file or case. This means you bring along a question from your daily practice and apply Copilot to it directly. With the cheat sheet and practice files to hand, you can build on what you have learnt the very next working day.

What is the difference with the Excel Advanced course or Excel for Data Analysis?

In Excel Advanced and Excel for Data Analysis the emphasis is on classic Excel functionality: advanced formulas, pivot tables and analysis techniques that you build yourself. Excel with Copilot is about reaching those results faster by using Copilot in a targeted way. The courses complement each other well: first learn what Excel can do, then use Copilot to speed up that work.

Is the Excel with Copilot course suitable for controllers and finance staff?

Certainly. Controllers and finance staff often work with large datasets, reports and repetitive analyses. In the course you will see how Copilot helps you build formulas, set up pivot tables, clean up data and spot trends. You are welcome to bring your own financial dataset to practise with straight away.

What about the reliability and privacy of Copilot in Excel?

Copilot gives quick answers, but not always the right answer. In the course you will learn to validate results critically and recognise the limits of the model, so that you catch errors in formulas or interpretations. We also consider the context in which Copilot processes your company data within your Microsoft 365 environment, so that you handle sensitive information consciously.

Excel with Copilot course

Name: Excel with Copilot
Price: 625.0 EUR
Availability: InStock

Do you work in Excel every day and would you like to get results from your data faster with Microsoft 365 Copilot? In this course you learn how to use Copilot specifically for formulas, pivot tables, analyses and cleaning up datasets. You practise directly in your own Excel environment.

Description

In this one-day course you will learn how to use Microsoft 365 Copilot within Excel to work faster and smarter. You work in your own Excel environment and practise with realistic examples from daily practice.

You start with the basics: what Copilot actually is, how to activate it and how to prompt effectively to get usable answers. After that you build up to more advanced applications. You have Copilot write and explain complex formulas, suggest pivot tables and charts based on your question, and clean up data by removing duplicates, normalising and filling in missing values.

You will also gain insight into what Copilot can and cannot do, which pitfalls to watch out for and how to validate the results. During the afternoon you work on a case of your own: bring a work file and apply Copilot directly to your own situation.

Afterwards you will receive a workbook with all the exercise files and a reference cheat sheet with the best Copilot prompts for Excel. The course is delivered in the classroom or online, with a maximum of 8 participants per group.

Topics

Copilot in Excel: what it is and how it differs from macros, formulas and standalone AI tools
Activating Copilot and preparing your data with structured tables and clean columns
Effective prompting: from a vague question to a usable answer
Generating summaries, adding columns and spotting trends in datasets
Having Copilot build formulas and functions, including an explanation of why a formula works
Having pivot tables and charts suggested automatically based on your question
Cleaning up data with Copilot: removing duplicates, normalising and filling in missing values
Exploring large datasets and discovering connections between columns
Recognising the limits and pitfalls of Copilot and validating results
Practical tips on prompts, context and common error messages
Working with your own case and work file from practice

Result

After this course, you will use Microsoft 365 Copilot in Excel purposefully in your daily work. You will know how to activate Copilot, how to prepare your data so that Copilot can work with it properly, and how to obtain useful answers with clear prompts.

Specifically, by the end you will be able to:

having Copilot draw up complex formulas and functions, including a clear explanation of why they work;
have pivot tables and charts suggested automatically based on your question;
exploring large datasets, spotting trends and discovering connections;
cleaning up data with Copilot: removing duplicates, normalising and filling in missing values;
critically validate Copilot's output and recognise its limits and pitfalls;
tackling your own work files more efficiently, with a cheat sheet of useful prompts to hand.

Target audience

Do you work in Excel every day and want to achieve faster, smarter results with Microsoft 365 Copilot? Then this course is right for you.

The course is intended for:

employees who work a lot with spreadsheets and want to save time;
analysts and controllers who analyse data, build formulas and report;
project leaders and managers who want to gain insight from figures quickly;
anyone who uses Excel actively and wants to make the most of what Copilot has to offer.

You do not need any prior knowledge of AI. We do expect basic Excel skills: filtering, sorting and working with functions such as SUM, IF and VLOOKUP (or the newer XLOOKUP). Not sure about your level? Our Excel Basics course is a good preparation for this one.

For the course, you work in your own Microsoft 365 environment with a Copilot licence. Do you not have one yet? Then you can use the Learnit test environment.

Teaching method

You spend a full day working practically in your own Excel environment under the guidance of an experienced trainer. Short explanations alternate with hands-on practice: you are given a concept, apply it to realistic examples and see immediately what Copilot can and cannot do for you.

In the morning you build a solid foundation — from prompting to setting up your data correctly. In the afternoon you get to work with formulas, pivot tables, visualisations and cleaning up data. You finish with your own working file, so that you apply what you have learned directly to an issue from your day-to-day practice.

The group has a maximum of 8 participants, which leaves room for personal questions and feedback. The course can be followed in the classroom or online. You receive a workbook with all the exercise files and a cheat sheet with the 50 best Copilot prompts for Excel.

Prior knowledge

You have basic Excel skills: filtering, sorting and working with functions such as SUM, IF and VLOOKUP or XLOOKUP. No prior knowledge of AI is required. During the course you work in your own Microsoft 365 environment with an active Copilot licence.

Comments

For the course you work on your own laptop with Microsoft 365 and an active Copilot licence. Feel free to bring your own work file or dataset that you want to apply Copilot to straight away.

In-company

Would you like to organise this training for a whole group or several groups? This can be cost-effective. For example, we can tailor the content entirely to your organisation, and training a whole group is also cheaper.

Are you looking at large numbers of participants or a complete academy? That involves a great deal. Consider planning and communication, for example, or identifying and agreeing the objectives and content of the training. Or differences in level, feedback mechanisms and safeguarding. Fortunately, Learnit has extensive experience in this field (more than 25 years) and we are happy to help you through this process.

Request a quote

Language

The training is given in Dutch as standard. The trainer has a good command of English. English-language course material can be used. With a minimum enrolment of 3 participants, the training can also be given entirely in English.

Number of days:

1 day

Course times:

from 10 am to 5 pm

Study load:

7 hours

Education level:

This training is suitable for all levels.

Exemptions:

Exemptions do not apply to this course.

Preparation time:

No preparation time applies to this course.

Certificate:

At the end of the course, a certificate is issued as proof of participation.

The best training for you

At Learnit you will always find a course that takes you further. From (technical) IT skills to communication or personal leadership. You can also choose the training format that suits you best: a classroom course, a tailor-made course at your own office, an online course or an e-learning. We have the right course and the right format for everyone. Because learning in the way that suits you best delivers the best results.

Moving forward together

Taking a training course at Learnit means learning together. Together with your experienced trainer, together with your course group or together with your colleagues. And whether you take the training at home, at your office or at one of our training locations, we are always available to help you. To share our knowledge with you in a way that is genuinely useful to you. Getting further together through personal attention and understanding each other well; that is what we believe in.

Apply it directly in your work

Learning theory from a book that you can then hardly use in your work? Not at Learnit! Whichever training you take with us, you can put it to use at your workplace straight away. Because of the unique learning objectives you set together with the trainer at the start of the training. Because of the alternation between theory and (interactive) practical assignments. And by bringing the challenges you face in your daily work along to the training.