From Formulas to Analysis: Using Copilot to Work Smarter in Excel

AI is changing the way people work with Excel. This webinar explores how Copilot can be used alongside Excel to help develop formulas, clean up messy data, analyze data, and troubleshoot issues that may arise. Through live demonstrations and hands-on examples using realistic business datasets, participants will learn practical prompting techniques and discover how to combine the strengths of Copilot and Excel to complete everyday tasks more efficiently.

Why You Should Attend

If you use Excel regularly, this session will show you practical ways to accomplish common tasks more quickly and with less frustration. Learn how to use Copilot to simplify formula creation, clean inconsistent data, troubleshoot errors, and automate repetitive work. You'll leave with time-saving techniques, ready-to-use prompts, and the confidence to make Copilot a valuable part of your everyday Excel workflow.

Areas Covered

Use Excel together with Copilot to:

• Use Copilot to write, convert, and explain Excel formulas
• Troubleshoot common errors like incorrect SUMIFS and #N/A errors
• Clean and standardize messy data faster using AI-generated formulas
• Turn business questions into clear Excel analysis
• Build PivotTables by following Copilot-generated step-by-step instructions
• Generate and understand simple VBA macros for automation

Who Should Attend

This webinar is ideal for anyone who works with data in Excel and wants to work faster, reduce errors, and gain insights more easily. Whether you analyze data, manage projects, support business operations, or create reports for decision-making, learning how to use Copilot with Excel can significantly streamline your workflow and improve results.

• Small Business Owners and Entrepreneurs
• Business and Data Analysts
• Finance and Accounting Professionals
• Project and Program Managers
• Operations and Process Improvement Professionals
• Marketing and Growth Professionals
• Sales and Revenue Operations Teams
• Supply Chain and Logistics Professionals
• Human Resources and People Operations Professionals
• Administrative Professionals and Executive Assistants
• Office Managers
• Consultants and Advisors
• Researchers and Analysts
• Customer Success and Client Services Professionals
• Anyone Who Works with Data in Excel and Wants to Work Smarter, Not Harder

Speaker(s)

Cathy Horwitz

Cathy believes that when you know the capabilities of the software you use, you will demonstrate improved productivity, will be more efficient and will be able to problem solve more easily. Cathy teaches classes on the Microsoft suite of application software including Excel, PowerPoint, Word, Access and Outlook. Cathy has over 30 years of experience in classroom and virtual training and has been an instructor of Microsoft Office since its inception. Her strengths include customizing classes based on the needs of individual students and providing realistic business examples to compliment training. She is a high energy trainer with a flair for training the adult student. She holds the Modern Classroom Certified Trainer certification from Logical Operations which prepares instructors for all aspects of delivering a course using the latest training technologies and approaches. When not teaching, Cathy enjoys gardening, shopping estate sales and refinishing mid-century furniture.

CEUs

Compliance Prime is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org.

Credits: 1.0

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