Using Copilot in Microsoft Excel

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Craig Brody

Speaker: Craig Brody

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Date
25 June, 2026 (Thursday)
Time
12:00 PM PDT | 03:00 PM EDT
Duration
60 Minutes

Overview


Learn how to use Copilot, Microsoft's AI tool, to calculate, manage, and summarize data in Microsoft Excel. See how Copilot can help you complete your Excel reports, spreadsheets, charts and lists more efficiently. This one-hour webinar will include several live demonstrations to show Copilot in action and how it can save you time and increase your productivity using Excel.

Area Covered

  • Overview and Benefits of using Copilot in Microsoft Excel
  • Tips to create effective Copilot Prompts
  • Use Copilot to automate many tasks in Excel 
  • Ask Copilot to suggest and write formulas 
  • Use Copilot to Sort and Filter data in a large list
  • Have Copilot work with Tables
  • Summarize data into PivotTables and PivotCharts
  • How Copilot can help Format and Clean up Data in a list 
  • Ask Copilot to find data trends, patterns, duplicates 
  • Use Copilot Chat to create new Excel files based on other files

Why Should You Attend


Learn how to use Copilot, Microsoft's AI tool, to calculate, manage, and summarize data in Microsoft Excel. See how Copilot can help you complete your Excel reports, spreadsheets, charts and lists more efficiently. This one-hour webinar will include several live demonstrations to show Copilot in action and how it can save you time and increase your productivity using Excel.

Who Will Benefit?

  • Managers
  • Business Professionals
  • Administrative Personnel
  • Legal Professionals
  • Many different Users from many Fields

Speaker

Craig Brody operates Craig Brody, LLC, a business that provides software training and consulting services. Craig has trained numerous employees, managers, executives, and students in various application software, including Microsoft 365 Copilot and Adobe Acrobat Pro. He conducts and facilitates in-person, online, and recorded training workshops for professionals in accounting, business, management, and law. Craig also conducts workshops, classes, and consulting services for the University of Pennsylvania's Wharton Business School, Penn Carey Law School, law firms, accounting associations, and accreditation providers. His services include spreadsheet analysis, design and troubleshooting, software programming, consulting, published course guides, recorded courseware videos, and other reference materials.

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