Copilot for Excel: Achieve More with Your AI Assistant by Microsoft Press
This course teaches you how to enhance your Excel skills by using Copilot to automate tasks, write formulas, create charts, and analyze data more efficiently. You’ll learn about different types of Copilots and how to use them for research, problem-solving, and uncovering insights directly within Excel.
Instructor: Microsoft Press and Alan Murray
Released: 08/26/2025
Length: ~2 hours, 58 minutes
Platform: LinkedIn Learning
Skill Level: Intermediate
Purpose: To equip learners with practical skills to use Excel Copilot effectively for automating tasks, writing formulas, creating visualizations, and extracting actionable insights from data.

Copilot for Excel: Achieve More with Your AI Assistant by Microsoft Press
This course teaches you how to enhance your Excel skills by using Copilot to automate tasks, write formulas, create charts, and analyze data more efficiently. You’ll learn about different types of Copilots and how to use them for research, problem-solving, and uncovering insights directly within Excel.
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This course will provide the following:
- Learning objectives
- Unveil Copilot and what it offers
- Understand the different Microsoft Copilots available
- Learn the Copilot interfaces
- Get assistance from your everyday Copilot
- Use Copilot in Microsoft Excel
- Compare Copilot with classic search engines
- Exercise: Use Copilot as your Excel assistant
- Learning objectives
- Sort and filter data with Copilot
- Highlight what matters in a table
- Use Copilot for complex conditional formatting rules
- Manage conditional formatting rules
- Exercise: Use Copilot with your Excel data
- Learning objectives
- Write formula columns with Copilot
- Apply text operations with Copilot formulas
- Produce multiple results from a single Copilot prompt
- Perform calculations with dates
- Write formulas that use other tables
- Implement lookup formulas and compare tables
- Exercise: Use Copilot for Excel formulas
- Learning objectives
- Clean data suggestions with Copilot in Excel for the web
- Use Copilot to sanitize data in Excel files
- Extract data from PDF files to Excel
- Generate Power Query M code with Copilot
- Create VBA code using Copilot for automation
- Exercise: Use Copilot to clean and prepare data
- Learning objectives
- Get suggested insights on data from Copilot
- Use natural language questions for data insights
- Produce PivotTables and PivotCharts
- Perform text analysis with Copilot
- Exercise: Analyze data with Copilot