3-day Virtual Seminar

Excel + Copilot: What It's Actually Good At (and What It's Not)

Overview

Excel with Copilot: What It's Actually Good At (and What It's Not) is a practical, no-hype session designed to help Excel users integrate AI into their workflow with confidence. Rather than showcasing features in isolation, this webinar demonstrates where Copilot meaningfully saves time, and where it requires careful oversight.

Participants will explore business scenarios involving data analysis, formula generation, summaries, and insights. The session emphasizes structured data, validation techniques, and best practices to ensure AI enhances productivity without compromising accuracy. Attendees will leave with a clear understanding of how to use Copilot strategically inside Excel while maintaining control over their workbooks.

Pre-requisites and Requirements:

This is an Intermediate Excel class. Participants will need Excel for Microsoft 365 Desktop and Microsoft 365 Copilot (not Copilot chat). Participants should be comfortable working with basic formulas, sorting and filtering, and basic charts.

Why you should Attend

Are you unsure whether you can trust Copilot’s formulas or summaries in Excel?

Have you experimented with Copilot but felt unclear about when to rely on it-and when not to?

Are you concerned that AI-generated output could introduce hidden errors into important spreadsheets?

As organizations accelerate AI adoption, understanding both the strengths and limitations of Copilot is critical to using it effectively.

Areas Covered in the Session

• Structure Excel data so Copilot produces more reliable results
  
• Write effective prompts inside Excel to generate meaningful output
  
• Use Copilot to summarize datasets and identify trends quickly
  
• Generate and refine formulas with AI assistance
  
• Validate AI-generated formulas and insights before trusting them
  
• Recognize scenarios where Copilot performs well vs. where manual Excel methods are preferable
  
• Maintain workbook integrity while leveraging AI productivity gains

Who Will Benefit

• Financial Analysts
  
• Business Analysts
  
• Operations Managers
  
• Supply Chain Analysts
  
• HR Analysts
  
• Marketing Analysts
  
• Project Managers
  
• Excel power users in AI-enabled organizations