Build practical AI-powered data skills using Copilot and Microsoft Excel. This hands-on seminar shows you how to turn fragmented information into clear insights, create stakeholder-ready visuals, and use advanced prompting techniques. Learn when Copilot adds value, where its limits sit, and how to produce sharper, more professional analysis workflows confidently.

Who Should Attend

This program is ideal for marketers, social media specialists, creative groups, designers, sales professionals, and entrepreneurs—along with anyone interested in leveraging AI for premium visual content. No previous background in design is necessary.

Prerequisites

No prerequisites are necessary for this session.

What You’ll Learn

  • Analytical roadmap development using AI to extract meaningful findings from unprocessed datasets

  • Meta-prompting techniques for guiding Copilot to create stronger prompts for complex data requirements

  • Methods for assessing AI-generated results against professional standards and business logic

  • Chart and graph creation within the Copilot interface

  • The limitations of AI-generated visuals and when to move tasks into Microsoft Excel

  • Cross-format analysis across PDFs, spreadsheets and other Microsoft 365 files

  • Report-building techniques for combining findings and visuals into stakeholder-ready outputs

  • Criteria for choosing between Copilot App and Excel based on data scale, complexity and required accuracy

Tools used

Microsoft Copilot, Microsoft Excel, and Microsoft 365 Ecosystem (including OneDrive).

Course Agenda

    • Extracting info from varied formats including slides and PDFs at once
    • Finding links across separated data sets to find new patterns
    • Building visual infographics natively in the Microsoft 365 suite
    • Using creative prompts to blend qualitative ideas with quantitative metrics

Why our approach works

Measurable impact

Measurable impact

Track the return on learning investment through greater efficiency, productivity and cost savings.

Applied learning

Applied learning

Prioritize practical value, business needs and measurable outcomes when evaluating and applying AI solutions.

Get in touch

For further information about the content we cover and how we can help your business with our AI learning, our team is here to help.