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Copilot in Excel – automation and data analysis

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Training process

Training needs analysis

If you have specific requirements regarding the training programme, we will carry out a training needs analysis for you. This will guide us on which aspects of the programme should receive greater emphasis, so that the training programme meets your specific needs.

What will you gain?

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Confident use of Copilot - You will learn how to launch and configure Copilot in Excel, so you can move from a blank sheet to ready-made summaries, analyses, and well-structured data much faster.

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Faster worksheet creation - You will build and edit worksheets with simple prompts, allowing you to prepare tables, data layouts, and working structures without manually clicking through every option.

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Fewer data errors - You will learn how to find and correct data issues, helping you spot inconsistencies faster, remove mistakes, and work with more reliable datasets in everyday tasks.

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Automation of routine work - You will use Copilot to create lists, summaries, and recurring reports automatically, which will reduce repetitive work and save you valuable time on a regular basis.

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Faster data analysis - You will filter, sort, and summarize data on demand and identify trends more easily, so you can turn large tables and current business results into practical insights faster.

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Clear charts and visuals - You will learn to generate charts automatically and tailor them to your audience, so you can present data in a clearer, more persuasive, and more professional way.

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Better reports from multiple sources - You will combine data from different sources, consolidate it, and remove duplicates, making it easier to build dynamic reports based on current and consistent information.

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Forecasts and business scenarios - You will create forecasts, what-if analyses, and simulations of risks and opportunities, so you can assess possible outcomes better and make stronger business decisions.

Training programme

1. Introduction to Copilot in Excel

  • what is Copilot and what are its applications in Excel?
  • key benefits of using Copilot,
  • how to launch and configure Copilot in Excel?

2. Basics of working with Copilot

  • creating and editing spreadsheets using Copilot,
  • formatting data using simple commands,
  • searching for and correcting errors in data.

3. Automation of daily tasks

  • creating lists and summaries in a few steps,
  • generating repetitive reports,
  • planning and organizing work in Excel using Copilot.

4. Data analysis with Copilot

  • filtering and sorting data on demand,
  • creating summaries and detecting trends,
  • „what-if” analysis for various business scenarios.

5. Data visualization

  • automatic generation of charts based on data,
  • creating advanced visualizations with the help of Copilot,
  • customizing charts to individual needs.

6. Creating reports

  • preparation of dynamic reports based on current data,
  • automation of cyclical reporting,
  • connecting reports with various data sources.

7. Forecasting and simulations

  • creating forecasts based on historical data,
  • using Copilot to predict results,
  • analysis of risks and opportunities with the help of simulation models.

8. Managing large data sets

  • combining data from multiple sources in one worksheet,
  • data consolidation and removing duplicates,
  • optimizing large data sets.

9. Advanced Copilot functions in Excel

  • automation of formulas and their editing in real time,
  • creating complex functions and calculations with Copilot,
  • exploration of non-standard analytical functions

What are the prerequisites for participating in the training?

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Basic Excel skills - You should be comfortable navigating Excel, opening and saving files, editing cells, working with worksheets, and understanding the structure of rows, columns, and tables.

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Working with tabular data - You should know how to enter data into tables, select ranges, use basic sorting and filtering, and recognize the main data types you work with in a worksheet.

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Basic formulas - You should understand basic Excel formulas and functions such as SUM, AVERAGE, and IF, so you can follow calculation logic and work more effectively with Copilot prompts.

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Readiness to use your own data - You should have some experience working with business or project data, so it will be easier to relate the training examples to your own reports, analyses, and daily tasks.