Co-Pilot and AI in Excel

Excel now does far more than store and calculate data. With Copilot and AI in Excel, the spreadsheet can automate routine tasks, surface insights and help forecast trends. This 120-minute Copilot in Excel training makes these features approachable for every user.

Working through real-world scenarios, you'll see why converting lists into tables matters, how to write clear, detailed prompts that get good results, and how Copilot can help with complex functions, extract values and compare lists. You'll also build PivotTables and charts with AI, apply conditional formatting with natural language, and automate tasks without writing VBA yourself.

The session closes with the requirements and limitations of Copilot, a comparison of Copilot and ChatGPT, and an honest look at whether Copilot is right for you.

• Recognize AI features in Excel you may already be using
• Use Copilot in Excel to solve real-world data analytics problems
• Create functions, extract values and compare lists with AI
• Build PivotTables and charts using AI
• Automate tasks with Copilot-generated VBA code, even if you have never written any
• Explain the requirements and limitations of Copilot
• Compare Copilot with ChatGPT

• Why you should convert lists into tables
• Writing clear, detailed prompts for the best results from AI tools
• Getting help with complex functions from Copilot
• Automating tasks without knowing VBA
• Conditional formatting with natural language queries
• PivotTables and charts with AI
• Requirements and limitations of Copilot
• Comparing Copilot and ChatGPT
• Is Copilot for me?

Whether you are a beginner or an advanced user, and whether you work in accounting, administration or data analytics and visualization, Copilot can help you solve Excel problems without asking colleagues for help. You may already be using some AI features in Excel without realizing it.

The session suits accountants, auditors, financial, data, business, sales, marketing and HR analysts, payroll specialists, assistants, office and project managers, recruiters, managers at all levels and small business owners.

•    Accountants and auditors
•    Financial Analysts
•    Payroll Specialists
•    Data Analysts / Business Analysts
•    Administrative or Executive Assistants
•    Office Managers / Project Managers
•    Sales Analysts / Marketing Analysts
•    HR Analysts
•    Recruiters (for data tracking)
•    Managers (all levels)
•    Small Business Owners

Nabil Mourad, a name synonymous with Excel expertise. With the distinguished title of Microsoft Excel Most Valuable Professional and over 15 years as a Microsoft Certified Trainer, Nabil brings a wealth of knowledge. He's a college professor in Toronto, a partner at OfficeInstructor Training Centre, and a published author of several Excel textbooks. His dedication to education is further exemplified by his highly successful YouTube channel, OfficeInstructor, which has surpassed 100,000 subscribers, 

And looking ahead, he's currently working on his first LinkedIn Learning course, set to launch in Summer 2025. Please join me in welcoming Nabil!