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How to Use Copilot in Excel - The Complete Beginners Course

Teacher's Tech via YouTube

Overview

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Learn to harness Microsoft Copilot's capabilities within Excel through this comprehensive 48-minute beginner tutorial that covers everything from basic prompts to advanced data analysis techniques. Master the fundamentals by understanding the difference between Chat and App Skills, then discover how to prepare your Excel environment by saving files to the cloud, working with supported file types, and converting ranges to tables. Explore quick data insights generation, create compelling visualizations including charts and images, and generate instant formulas using natural language prompts. Develop skills in applying conditional formatting, cleaning messy data, creating categories, and building PivotTables through conversational commands. Advance to trend analysis and what-if scenarios, learn to summarize data for presentations, and tackle complex tasks like importing and combining datasets. Gain expertise in extracting text insights, structuring notes, using iterative questioning techniques for deeper analysis, and leveraging Python integration within Excel through Copilot. Access provided practice workbooks and prompt examples to follow along with hands-on exercises that demonstrate real-world applications of Copilot's premium features available in Microsoft 365 accounts.

Syllabus

00:00 - Intro
01:11 -Chat vs. App Skills
03:20 - Save your Excel files to the cloud
03:30 - Supported file types
04:06 - Turn range to tables
05:47 - Intro to Module 2
06:17 - Quick insights with Copilot
09:38 - Visualizations with Copilot Create charts and images
13:41 - Instant formulas with Copilot in Excel
19:36 - Conditional formatting with Copilot
21:19 - Cleanup and creating categories
26:09 - PivotTables with Prompts
29:08 - Trend Spotting and What Ifs with Copilot
31:36 - Summarizing for presentations
33:27 - Intro to Module 3
33:58 - Importing and combining data with Copilot in Excel
40:49 - Text insights & Structuring Notes
42:36 - Iterative questioning for deeper insight
45:05 - Python in Excel with Copilot

Taught by

Teacher's Tech

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