Microsoft Copilot with Excel

This course is designed for business professionals interested in using Microsoft Copilot with Excel. You'll discover how to streamline your Excel workflows, analyze data efficiently, build dashboards, automate tasks, and generate reports, all without needing to manually write code, making it ideal for busy professionals. The course features a VBA script coding demonstration, outlines best practices and limitations, offers real-world business examples, and provides practical tips you can apply right away.

1. Copilot overview in Excel (M365)
2. Quick data import and analysis
3. Data highlighting, sorting, and filtering
4. Data, Dashboard and Formula generation and explanations
5. Generate Code and apply it to your spreadsheet
6. Data insights identification
7. Q&A

• Understanding how Copilot works in Excel (M365)
• Importing and preparing data with Copilot 
• Exploring data summaries, trends, and insights generated by Copilot
• Creating charts, dashboards, and visuals with prompts 
• Generating and explaining formulas 
• Using Copilot to create VBA scripts 
• Practical business examples and best practices 
• Live Questions and Answer time allowed

This course is for business professionals who use Excel within their M365 account and want to improve efficiency with Microsoft Copilot. No coding experience is needed—just a goal to save time and get fast, actionable insights from data.

• Business professionals who use Excel regularly and want to work faster with Copilot
• Managers, analysts, and executives who work with data and want quicker insights and smarter reporting
• Busy professionals who need to save time, automate tasks, and improve productivity
• Individuals with basic understanding of Excel who want to enhance their workflows with AI (no coding experience needed)
• Anyone responsible for analyzing, preparing, or presenting data who wants to streamline processes using Copilot

Staci Warne is a Project Management Professional (PMP®), Microsoft Certified Trainer (MCT®), and Certified AI Specialist (CAIS®), who brings modern workplace learning to life with practical insights and engaging instruction. Known for transforming complex Microsoft 365 and Copilot concepts into clear, actionable skills, she guides professionals toward those exciting “aha!” moments where everything just clicks. Her courses blend structured learning with real world application, empowering participants to work smarter, communicate more effectively, and unlock new levels of productivity through AI enhanced workflows. With her approachable style and deep technical expertise, Staci Warne makes even advanced technology feel accessible, useful, and dare we say fun!