Copilot Analysis: Excel, Researcher, Analyst Use Cases

Data-driven work increasingly depends on the ability to explore information quickly and communicate insights clearly. This class introduces practical ways to use Microsoft Copilot to analyze datasets, surface patterns, and generate clear summaries directly within familiar Microsoft 365 tools. Participants will learn how to ask focused questions, create formulas and visuals through natural language, interpret trends, and draft polished analytical reports based on structured inputs.

Data-Driven Insights with Copilot

• What is Copilot?
• Introduction to Copilot in Excel
• Asking questions about datasets (e.g., What trends do you see in Q2 sales?)
• Generating summaries and insights from data
• Creating formulas using natural language
• Building charts and visual summaries
• Highlighting anomalies and forecasting trends
• Creating research summaries from structured data
• Drafting analytical reports from notes or outlines
• Refining tone and style (executive summary, technical brief, etc.)
• Using Copilot to compare findings or synthesize feedback