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Microsoft

Data Analysis and Visualization with Copilot in Excel

Microsoft via Coursera

Overview

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In this course, it is necessary to have access to Microsoft 365 with Copilot enabled, although no prior experience with Copilot is needed. You'll explore how to use Copilot Pro and Microsoft 365 Copilot in Excel to work with data more efficiently. You'll learn to transform raw data into meaningful insights and eye-catching visualizations, all with the help of AI. You'll cover advanced techniques for manipulating data, generating insights, creating visualizations, and summarizing information using Copilot in Excel. By the end of the course, you'll be able to: • Manipulate and analyze datasets using Copilot in Excel. • Generate valuable insights from a provided dataset. • Create effective data visualizations using natural language prompts with Copilot in Excel. • Synthesize and summarize information into concise, actionable formats. With these skills, you'll be ready to tackle data challenges confidently and enhance your productivity using Excel and AI-powered tools. Required Course Materials: A Copilot license is required to complete this course. If you don’t have a Microsoft 365 Personal or Family license, you can start a free 30-day trial using the link provided in the course.

Syllabus

  • Data manipulation with Copilot in Excel
    • In this module, you will learn how to manipulate and analyze data using Copilot in Excel. You’ll explore various data manipulation techniques, including creating efficient filters and custom sorts, generating and modifying formulas, and building comprehensive pivot tables with Copilot's assistance. This module also explores trend and pattern identification, providing you with the skills to generate valuable insights and data-driven narratives using Copilot's natural language processing. By the end of this module, you will be equipped to transform raw datasets into structured, insightful models and uncover key trends and patterns within your data.
  • Insight generation with Copilot
    • Insight Generation with Copilot helps you analyze data, identify trends, and generate actionable insights using Microsoft Copilot. You’ll develop skills in uncovering patterns in Excel, combining and analyzing data across Microsoft 365 tools, building basic predictive models, and crafting data-driven narratives. Through hands-on activities, you’ll analyze datasets, integrate data from multiple sources, create forecasts, and generate written explanations, all while applying Copilot’s natural language processing capabilities for generating valuable insights.
  • Data visualization with Copilot in Excel
    • This module focuses on mastering data visualization techniques using Microsoft Copilot. You’ll learn how to create a variety of charts and graphs, customize visualizations for clear communication, and design interactive dashboards. The lessons cover generating basic charts with natural language prompts, creating advanced visualizations like scatter plots and tree maps, and building interactive dashboards with multiple charts. Through hands-on activities, you'll strengthen your skills, enabling you to effectively use Copilot for dynamic and impactful data presentations in Excel.
  • Information summarization and reporting
    • This module equips you with the skills to synthesize data into clear, actionable insights and create impactful summaries and reports. You’ll learn how to distill data into key points, develop executive summaries, and generate comprehensive reports using Copilot. The lessons cover summarizing datasets into concise overviews, crafting executive summaries by extracting insights from Excel into Word, and producing detailed reports with narrative explanations and visualizations. Hands-on activities will give you practical experience in creating data-driven presentations and reports using Microsoft tools.
  • Final project and assessment: Data preparation and management
    • This module presents the final project you'll complete before successfully finishing the course. Along with the hands-on report, you’ll complete a self-review and course summary. You’ll also gain valuable insights into what you can expect once you’ve completed the course.

Taught by

Microsoft

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