Using Copilot in Microsoft Excel

25 Jun 2026
12:00 PM PDT | 03:00 PM EDT
60 Minutes

Learn how to use Copilot, Microsoft's AI tool, to calculate, manage, and summarize data in Microsoft Excel. See how Copilot can help you complete your Excel reports, spreadsheets, charts and lists more efficiently. This one-hour webinar will include several live demonstrations to show Copilot in action and how it can save you time and increase your productivity using Excel.

WHY SHOULD YOU ATTEND?


Learn how to use Copilot, Microsoft's AI tool, to calculate, manage, and summarize data in Microsoft Excel. See how Copilot can help you complete your Excel reports, spreadsheets, charts and lists more efficiently. This one-hour webinar will include several live demonstrations to show Copilot in action and how it can save you time and increase your productivity using Excel.

AREA COVERED

  • Overview and Benefits of using Copilot in Microsoft Excel
  • Tips to create effective Copilot Prompts
  • Use Copilot to automate many tasks in Excel 
  • Ask Copilot to suggest and write formulas 
  • Use Copilot to Sort and Filter data in a large list
  • Have Copilot work with Tables
  • Summarize data into PivotTables and PivotCharts
  • How Copilot can help Format and Clean up Data in a list 
  • Ask Copilot to find data trends, patterns, duplicates 
  • Use Copilot Chat to create new Excel files based on other files

WHO WILL BENEFIT?

  • Managers
  • Business Professionals
  • Administrative Personnel
  • Legal Professionals
  • Many different Users from many Fields

Learn how to use Copilot, Microsoft's AI tool, to calculate, manage, and summarize data in Microsoft Excel. See how Copilot can help you complete your Excel reports, spreadsheets, charts and lists more efficiently. This one-hour webinar will include several live demonstrations to show Copilot in action and how it can save you time and increase your productivity using Excel.
  • Overview and Benefits of using Copilot in Microsoft Excel
  • Tips to create effective Copilot Prompts
  • Use Copilot to automate many tasks in Excel 
  • Ask Copilot to suggest and write formulas 
  • Use Copilot to Sort and Filter data in a large list
  • Have Copilot work with Tables
  • Summarize data into PivotTables and PivotCharts
  • How Copilot can help Format and Clean up Data in a list 
  • Ask Copilot to find data trends, patterns, duplicates 
  • Use Copilot Chat to create new Excel files based on other files
  • Managers
  • Business Professionals
  • Administrative Personnel
  • Legal Professionals
  • Many different Users from many Fields
Currency:
Webinar Option
Live + Recorded Session
Live + Transcript
Live + USB
Transcript (PDF Transcript of the Training)
Downloadable Recorded Session
USB
Group Session Participants + Recorded

Live Session with unlimited participants. Invite any number of attendees to join.

Speaker Profile

ins_img Craig Brody

Craig Brody operates Craig Brody, LLC, a business that provides software training and consulting services. Craig has trained numerous employees, managers, executives, and students in various application software, including Microsoft 365 Copilot and Adobe Acrobat Pro. He conducts and facilitates in-person, online, and recorded training workshops for professionals in accounting, business, management, and law. Craig also conducts workshops, classes, and consulting services for the University of Pennsylvania's Wharton Business School, Penn Carey Law School, law firms, accounting associations, and accreditation providers. His services include spreadsheet analysis, design and troubleshooting, software programming, consulting, published course guides, recorded courseware videos, and other …

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