COPILOT in Excel Fundamentals (Level 1)

By the end of the course, learners will be able to

• Participants will demonstrate a solid understanding of essential Microsoft Excel features, including data entry, organization, and formatting.
• They will also acquire knowledge about the integration and activation of Copilot within Excel, understanding its capabilities for automating tasks and enhancing productivity.
• Learners will develop practical skills in applying Excel functions, using Copilot to automate repetitive processes, and optimizing workflows.
• Learners will be able to leverage AI-powered assistance to complete tasks such as creating budgets, using conditional formatting, and improving data presentation through hands-on activities and real-world examples.
• By the end of the course, participants will appreciate the value of integrating advanced tools like Copilot into their daily routines.
• Learners will exhibit increased confidence in exploring new features, a proactive approach to problem-solving, and a willingness to adapt to evolving technologies to enhance their productivity.

Module 1: INTRODUCTION

This module covers the activation and basic usage of Copilot in Excel, helping you understand its environments and how to effectively utilize it for various tasks.
• Activating Excel Copilot
• Performing basic tasks with Copilot
• Hands-on activity debrief: Activating Copilot
• Hands-on activity debrief: Create a travel budget
• Optimizing workflows with Excel Copilot
• Using conditional formatting with Copilot
• Enhancing data presentation with Excel Copilot
• Hands-on activity debrief: Optimize workflows with Copilot
• Evaluating Copilot performance
• Improving Copilot performance through customization
• Hands-on activity debrief: Evaluating Copilot performance

Module 2: Excel Basic Formulas and Functions and Copilot

This module focuses on Excel formulas and how to do this with Copilot as well as functions, covering essential arithmetic operations and key functions to manipulate and analyze data effectively.
• Using basic arithmetic in Excel
• Applying mathematical functions in Excel
• Hands-on activity debrief: Practicing arithmetic functions
• Applying logical functions in Excel
• Combining logical and LOOKUP functions for advanced data analysis
• Hands-on activity debrief: Practicing logical and LOOKUP functions
• Using conditional, date, and time functions with Copilot
• Using nested functions for complex calculations in Excel
• Hands-on activity debrief: Practicing conditional, date, and time functions

Module 3: Basic Data Entry with Copilot

This module focuses on basic data entry and formatting tasks using Excel Copilot, ensuring you can enter, edit, and format data efficiently.
• Data entry techniques
• Using data validation for accurate data entry
• Hands-on activity debrief: Practicing data entry techniques
• Formatting data in Excel
• Creating custom styles and templates in Excel
• Hands-on activity debrief: Formatting techniques practice
• Enhancing data presentation
• Creating basic pivots in Excel
• Hands-on activity debrief: Advanced formatting practice

Module 4: Introduction to Prompt Engineering in Excel

This module introduces prompt engineering techniques to effectively use Excel Copilot for various advanced tasks.
• Engineering prompts for Excel Copilot
• Advanced prompt engineering techniques
• Hands-on activity debrief: Writing basic prompts
• Writing effective prompts
• Improving your prompts
• Hands-on activity debrief: Practicing effective prompts
• Evaluating prompt performance
• Optimizing prompts for better results
• Hands-on activity debrief: Evaluating prompt performance
• Cumulative project debrief: Attendance tracker

The intended audience for the "EXCEL and COPILOT Fundamentals" course includes professionals who wish to develop a strong foundation in Microsoft Excel while learning to integrate Copilot into their daily workflows. This course is suitable for Excel users looking to streamline their productivity through advanced features and AI-powered assistance.
Participants may come from a variety of professional backgrounds, such as business, finance, education, or administration, and share a common goal of enhancing their efficiency and confidence in using Excel and Copilot for practical, real-world tasks.