Copilot for Excel

Objectives

This session shows participants how to use Microsoft Copilot inside Excel to generate formulas, summaries, and formatting without leaving the spreadsheet.

Course Outline

MODULE 1: INTRODUCTION TO COPILOT IN EXCEL

  • Setup and interface overview

MODULE 2: FORMULA & FORMATTING GENERATION

  • Prompting Copilot effectively

MODULE 3: NATURAL-LANGUAGE DATA QUERIES

  • Asking questions instead of writing formulas

MODULE 4: COPILOT ACROSS MICROSOFT 365

  • Connecting Excel work to Outlook/Teams

Course Details

Flexible learning options designed for students and working professionals.

Duration

Half Day

Mode

Online & Offline

Batch Timings

Weekday & Weekend Batches

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Why Upwise?

Expert Faculty

Our trainers are industry experts with 10+ years of experience in Microsoft 365, Copilot integration, and corporate analytics.

Practical Approach

100% Hands-on training focusing on native Copilot prompts, real-world data models, and automated reporting.

Flexible Timing

Weekend and weekday batches available to suit the busy schedules of working professionals.

Learning Tools

Comprehensive Copilot prompt guide, practice datasets, and recorded sessions provided for future reference.

Case Study

Work on live corporate case studies to build automated Excel analysis workflows with Microsoft 365 Copilot.

Certification

Receive an ISO-certified completion certificate that adds significant value to your professional resume.

What You Will Gain

Instant Data Analysis

Ask Copilot questions in plain English to uncover key trends, performance metrics, and data anomalies in seconds.

Automated Formulas

Generate new formula columns, XLOOKUP calculations, and complex logic without writing math manually.

One-Click Visuals

Create PivotTables, trend charts, and formatted reports automatically with conversational AI prompts.

Ritu Arora

Meet Our Trainer

Ritu Arora is a corporate trainer with 20+ years of experience, having trained over 100,000 professionals across 2,500+ organizations. She also spent 11 years at the Abu Dhabi National Oil Company, delivering Microsoft Office training in international corporate environments.

She is an expert in Advanced Excel and PowerPoint, author of Advance Excel Guide and Mastering Advanced Excel with ChatGPT Integration, and collaborates with CII and Sumitomo Mitsui Banking Corporation to provide advanced Microsoft Office training.

What Our Learners Say

Discover how professionals and organizations have transformed their skills and achieved remarkable results with Upwise.

"Really appreciate Ritu ji for conducting the corporate MS excel session. Attended both Intermediate and Advanced class, and learnt advanced features of Excel including Macro which was quite helpful for the work. Your Kind and patient guidance definitely accelerated the learning."
Yushi Kambe
Yushi Kambe
Vice President
Sumitomo Mitsui Banking Corporation

Trusted by teams at:

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Ready to Master Copilot for Excel?

Transform your Copilot for Excel skills with hands-on projects, real-world case studies, and expert-led training.