In this webinar, we explore how Copilot can act as an AI assistant inside Excel supporting analysis, explanation, and decision making while also discussing its limitations and best-practice usage in professional scenarios.
Microsoft Co pilot introduces AI directly into Excel, changing how we work with data, formulars, and analysis. Instead of relying solely on manual formulars and features, Copilot allows you to interact with Excel using natural language to explore data, generate insights, and speed up common tasks.
The webinar lasts 1½ hours, and the pace is high, but you will have possibility to ask questions during the webinar or at the end. You also have the possibility to re-see the webinar as many times as you like, and at your own speed.
Objective
After this webinar, you will be able to:
- Understand what Copilot in Excel can and cannot do
- Use natural language prompts to analyze data and generate insights
- Create formulars, summaries, and explanations with Copilot support
- Improve productivity while maintaining control and data quality
- Evaluate when AI asistance adds value to Excel workflows
Agenda
Part 1 - Introduction to Copilot in Excel
- What Copilot is and how it works
- Licensing and availability overview
- Typical use cases for AI-assisted Excel work
Part 2 - Working with Data using Natural Language
- Asking questions about data
- Generating summaries and insights
- Exploring trends and outliers
Part 3 - Copilot and Formulars
- Creating and explaining formulars
- Translating business questions into calculations
- Reviewing and validating AI-generated results
Part 4 - Best Practices and Limitations
- Data quality and structure requirements
- Trust, validation, and human oversight
- Common mistakes and misconceptions
Part 5 - Wrap-up and Key Takeaways
- Practical Copilot scenarios you can apply immediately
- When Copilot accelerates work and when it doesn't
- Q&A
If you have any questions about the contents of the webinar, you can contact Lone Jelgren of Jelgren Consult, by phone - 22 24 00 75 or by email -
lj@jelgrenconsult.dk.
Requirements
To follow along and gain maximum value, you should have:
- Microsoft 365 with Copilot license
- Basic experience using Excel (tables, formulars, charts)
- Access to a Microsoft 365 account
- This webinar is based on the Windows version of Excel. Feature availability and behavior may differ in Excel for Mac or Excel Online.
