Overview

This course builds on foundational skills, focusing on advanced data exploration, analysis, and visualization using Excel Copilot. Learners will leverage Copilot to conduct in-depth data analysis, integrate external data sources, and uncover meaningful insights through advanced formulas, conditional formatting, and PivotCharts. By the end of this course, learners will be able to generate comprehensive reports with visualizations, including PivotCharts, to summarize complex data trends and patterns. They will also develop and optimize prompts to streamline their data analysis workflow, enabling them to transform raw data into actionable insights. By the end of the course, you’ll be able to: - Perform comprehensive data analysis and integrate external data sources using Excel Copilot. - Apply advanced formulas, conditional formatting, and data visualization techniques, including PivotCharts, to uncover key insights. - Develop and optimize Copilot prompts to streamline data analysis workflows. - Create detailed reports that summarize findings and visualizations for effective data-driven decision-making. Tools you’ll use: - Microsoft Excel - Copilot in Excel

Syllabus

Advanced functions for data analysis

This module is designed to deepen your ability to perform advanced data analysis using Copilot in Excel. You will explore key statistical methods, such as calculating mean, median, variance, and standard deviation, to analyze datasets and uncover critical insights. Additionally, the module will guide you in using complex Excel functions, including logical, lookup, and conditional formulas, to manipulate and evaluate data effectively. With the use of Copilot in Excel, you’ll focus on identifying patterns, trends, and outliers in your data, enabling you to generate meaningful insights that support data-driven decision-making.

Data organization and external source integration

In this module, you will learn how to harness the power of Copilot in Excel to streamline data organization and exploration. Starting with effective data organization techniques, you’ll discover how to leverage Copilot for retrieving and manipulating data using typical data retrieval functions. By the end of the module, you’ll be able to implement advanced organization strategies to enhance data analysis, enabling you to work smarter and derive actionable insights with ease.

Creating PivotCharts with Copilot in Excel

In this module, you will explore the process of creating, refining, and optimizing PivotCharts using Copilot in Excel to transform raw data into actionable insights. Through hands-on activities, tutorials, and expert guidance, you will develop the skills needed to design insightful PivotCharts from PivotTables, enhance their data visualizations, and apply best practices for optimizing your PivotCharts. By leveraging the advanced features of Copilot, you will gain the ability to communicate data-driven insights effectively, making informed decisions based on refined data visualizations.

Data visualization for insight communication

This module focuses on mastering data visualization using Copilot in Excel to communicate insights effectively. You will begin by exploring the fundamental principles of creating impactful charts and graphs, learning how to design visualizations that highlight key insights. Building on these basics, you’ll apply advanced visualization techniques to clarify complex datasets and ensure accuracy. Finally, you’ll optimize your visualizations by implementing best practices and advanced strategies, enabling you to deliver data-driven stories with clarity and impact.

Report creation and presentation

In this module, you will explore techniques for creating professional and comprehensive reports and presentations using Copilot in Excel. Learn how to instruct Copilot to compile data and visualizations into polished reports while leveraging its capabilities to generate summaries and actionable insights. Additionally, you’ll examine the benefits of generating reports both with and without templates, enabling you to tailor your approach to different reporting needs.