Copilot for Excel – Work Smarter with AI

01 Jul 2026
12:00 PM PDT | 03:00 PM EDT
60 Minutes
Microsoft Copilot is an AI tool built inside Excel that helps users work faster and smarter. It understands simple instructions and helps with data analysis, formula creation, summaries, and visual reports.
In this webinar, we will understand how Copilot works and how it can support daily Excel tasks. You will learn how to ask the right prompts to analyze data, create charts, highlight trends, and generate summaries automatically.

The session will include live demonstrations so participants can clearly see how Copilot improves productivity. We will also discuss where Copilot is helpful and what precautions to take while working with company data.

By the end of the session, participants will feel confident using Microsoft Copilot in Excel to improve efficiency and make better data-driven decisions.

WHY SHOULD YOU ATTEND?

Microsoft Copilot is changing the way we use Excel. It helps you analyze data, create formulas, generate reports, and build charts quickly using simple instructions.

In this session, you will learn how to use Copilot inside Excel to save time and reduce manual work. Instead of spending hours creating reports or finding insights, Copilot can do it in seconds.

This webinar is useful for anyone who works with Excel regularly — finance, compliance, HR, operations, or management professionals. You will see practical examples that you can start using immediately in your daily work.

LEARNING OBJECTIVES

  • Introduction to Microsoft Copilot
  • How Copilot works inside Excel
  • Writing formulas using Copilot
  • Data analysis using simple prompts
  • Creating charts and summaries
  • Finding trends and insights
  • Best practices while using Copilot
  • Data privacy considerations

WHO WILL BENEFIT?

  • All Excel Users
  • Finance Professionals
  • Compliance Officers
  • Auditors
  • Data Analysts
  • HR Professionals
  • Managers
  • Business Analysts
  • Accountants
  • Auditors
  • Managers
  • Students
  • Bookkeepers
  • Business Owners
  • Financial Analysts
  • IT Professionals
  • Project Managers
  • Supervisors
Microsoft Copilot is changing the way we use Excel. It helps you analyze data, create formulas, generate reports, and build charts quickly using simple instructions.

In this session, you will learn how to use Copilot inside Excel to save time and reduce manual work. Instead of spending hours creating reports or finding insights, Copilot can do it in seconds.

This webinar is useful for anyone who works with Excel regularly — finance, compliance, HR, operations, or management professionals. You will see practical examples that you can start using immediately in your daily work.
  • Introduction to Microsoft Copilot
  • How Copilot works inside Excel
  • Writing formulas using Copilot
  • Data analysis using simple prompts
  • Creating charts and summaries
  • Finding trends and insights
  • Best practices while using Copilot
  • Data privacy considerations
  • All Excel Users
  • Finance Professionals
  • Compliance Officers
  • Auditors
  • Data Analysts
  • HR Professionals
  • Managers
  • Business Analysts
  • Accountants
  • Auditors
  • Managers
  • Students
  • Bookkeepers
  • Business Owners
  • Financial Analysts
  • IT Professionals
  • Project Managers
  • Supervisors
Currency:
Webinar Option
Live + Recorded Session
Live + Transcript
Live + USB
Transcript (PDF Transcript of the Training)
Downloadable Recorded Session
USB
Group Session Participants + Recorded

Live Session with unlimited participants. Invite any number of attendees to join.

Speaker Profile

ins_img Ritu Arora

Ritu Arora has trained more than 100,000 people in over 3500 corporations over the past 20 years. This extensive experience has allowed her to develop a deep understanding of the diverse needs of learners. As an expert in Microsoft Office, Ritu Arora has provided training on essential software programs such as Microsoft Office Specialist Excel and Microsoft Office Specialist PowerPoint. Her expertise has been further strengthened by her authorship of the books “Advance Excel Guide” and “Mastering Advanced Excel with ChatGPT Integration”, which provides comprehensive and practical guidance to users of all levels. Ritu Arora is associated with the (CII), …

Upcoming Webinars