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- Copilot for Excel
Microsoft Copilot for Excel Training | AI-Driven Data Management
Copilot for Excel
Harness the power of Microsoft Copilot in Excel to manage, analyse, and visualise data faster. This hands-on course gives professionals new tools to clean, calculate, and interpret data using AI, so you can work more efficiently and confidently.
- 1 day
- Virtual or on-site
- 3 upcoming dates
Trusted by teams at
Course overview
This 1-day Copilot for Excel course is designed for professionals and teams working with data who want to use AI to save time, reduce errors, and find useful insights more efficiently.
Whether you're cleaning large datasets, building reports, or analysing trends, Copilot can help you do it more quickly and with greater confidence.
Learn how to use AI to generate formulas, create dashboards, clean data automatically, and surface important insights—directly within Excel.
All with practical, business-focused examples you can put to work immediately.
Who it's for
- Data and reporting analysts
- Finance and operations teams
- Managers working with Excel data
What you need before you start
- Basic Excel usage
- Active Copilot licence
What you'll learn
What you will be able to do by the end of the course.
- Clean datasets quickly with Copilot-powered methods
- Generate reliable formulas from plain-English prompts
- Identify and address errors, duplicates, and outliers automatically
- Summarise complex tables into clear, actionable insights
- Create charts and dashboards efficiently using Copilot
- Apply better prompting techniques for improved Excel results
Course outline
6 modules across 1 day.
1Introduction to Microsoft Copilot in Excel3 topics+
- Overview of AI-powered data management in Excel
- How Copilot can streamline data entry, analysis, and visualisation
- Integration and adoption strategies
2Data Cleaning and Formatting with AI3 topics+
- Using Copilot to detect errors, duplicates, and inconsistencies
- Auto-formatting large datasets for clarity and usability
- Structuring raw data into usable tables and reports
3Formula and Calculation Automation3 topics+
- Copilot-assisted formula generation and error correction
- Creating complex calculations without deep formula knowledge
- AI-driven trend analysis & predictive insights
4AI-Powered Data Summarisation and Insights3 topics+
- Copilot-powered instant data summaries
- Extracting key takeaways & trends from large datasets
- Suggested action items based on data insights
5Copilot for Charts and Dashboards2 topics+
- AI-assisted chart recommendations based on data structure
- Creating interactive dashboards & visual reports with Copilot
6Best Practices3 topics+
- Writing better prompts for Copilot in Excel
- Understanding Copilot’s strengths and limitations in Excel
- How to integrate Copilot into daily workflows
Dates & booking
Pick a date and book online. Prices are per person and exclude VAT.
- 8Oct
8 Oct 2026
Thursday
- Virtual
- 1 day
£475per person + VAT10% off 2 or more seats
- 9Nov
9 Nov 2026
Monday
- Virtual
- 1 day
£475per person + VAT10% off 2 or more seats
- 7Dec
7 Dec 2026
Monday
- Virtual
- 1 day
£475per person + VAT10% off 2 or more seats
Booking 2 or more places?
Save 10% on every seat when you book them together, subject to availability. Choose a date above, then book up to 6 seats.
Choose a datePrivate Group Training
Run this course just for your team, virtually or at your site.
Booked with a 100% money-back guarantee
Every course we run is covered. Book with confidence — if it isn’t right, you aren’t left out of pocket.
Training for your team
Run this course just for your team, on a date that suits you, virtually or at your site.
- Tailored contentBuilt around your team's work and skill levels.
- Flexible schedulingDates and times that suit your team, not ours.
- Your place or onlineDelivered at your office or virtually.
- Better value per headOne trainer, one day, your whole team.
- A dedicated trainerYour team gets all of the trainer's attention.
- Relevant examplesExercises shaped around the work your team does.
Why Future Savvy
Practical training, backed properly
Rated 4.72/5
From 696 reviews by learners and clients.
Money-back guarantee
A 100% money-back guarantee, for peace of mind.
Up to six learners
Small enough that every delegate gets trainer time on their own work.
Trainers who do the job
Practitioners who use these tools on real work, not career instructors.
Support after the course
Email your trainer when you hit something back at your desk.
What delegates say
Independently verified reviews, alongside quotes collected from delegates after their course.
good value for money, I understood notions that were very not clear to me. Thanks to Mark.
Very good communication and an excellent tutor.
Very happy with Mark's training ethos and training he provided.
Excellent course and really well presented. Starting from basic knowledge the course guided you through step by step and was well paced for all.
Really enjoyed the course. Tutor was knowledgeable, friendly and gave real-world, practical advice to get the most out of the training.
Absolutely Fab!! Kept us engaged, patient & informative
The trainer really tailored the course to our needs, encouraged us to ask questions, and was knowledgeable and really helpful.
The trainer was very patient and did not mind having to explain things a few times to make sure we were all on the same page, was very helpful for someone like myself who sometimes misses details on the first go around
Excellent trainer, the format of the training was fantastic and I got a lot from the course.
This was, by far, one of the best training courses I have had the pleasure of attending. The trainer was extremely knowledgeable and delivered a great course!
This was the first time I have joined an excel course and I found it very informative and very helpful.
I liked how the trainer tailored the training around what our needs and roles are.
A great pace for somebody just starting and never an issue with questions, and always had a good way of answering.
From knowing nothing to what I know now and in less than a day I would highly recommend as it was extremely useful, and has made my understanding of MP a 100x better. Thank you the trainer for the great lesson!
Excellent course, definitely the best 'power' course I have attended. The trainer was enthusiastic about the material and kept it relevant to our needs
The trainer was really knowledgeable and extremely helpful in helping us to build our own reports.
It was very productive as a working session. I learnt a lot.
His careful delivery of the course really made the difference not only in its usefulness but in how well we, as learners, will retain and apply this new information.
Verified reviews are published on our Reviews.io profile, where anyone can read every one of them.
Frequently asked questions
Do I need to be an advanced Excel user to benefit from this course?+
No, you don't need advanced skills. The course is designed for professionals with basic Excel knowledge who want to learn how Copilot can help speed up everyday data tasks and reduce manual effort.
Will I get hands-on practice with Copilot in Excel?+
Yes, you'll work through practical business examples using Copilot directly within Excel. We focus on real situations, so you leave confident in applying what you've learnt.
What kind of licence do I need to use Copilot during the course?+
You’ll need an active Microsoft Copilot licence for Excel. Please ensure this is set up ahead of the course to make the most of the hands-on activities.
Does this cover AI formula writing and error checking?+
Absolutely. The course demonstrates how Copilot can generate formulas from plain instructions and help spot and correct common errors and inconsistencies in your data.
Will I learn how to create charts and dashboards using Copilot?+
Yes, we cover practical techniques for visualising data and building dashboards, with Copilot guiding you through chart selection and dashboard creation.
Is there support for integrating Copilot into existing workflows?+
We provide guidance on smoothly adopting Copilot into your team or business workflows, including best practices and tips for ongoing success.
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