Uploaded April 2026 | Updated September 2026, 1 week ago
✅Download the free course files and follow along here:
➡️ simonsezit.com/build-dashboards-with-copilot-in-excel-demo-files
Learn how to create interactive dashboards in Excel 365 using Copilot’s Agent Mode in this beginner-friendly course. Start with a clear introduction to Copilot and learn the difference between standard Copilot and Agent Mode. This tutorial guides you through preparing data and KPI metrics, building dashboard elements, and measuring growth performance. Explore trend analysis, advanced insights, and data modeling, including financial metrics to make your dashboards more powerful and actionable, all with AI-assisted automation to save time and simplify your workflow.
📝 Use the timestamps below to navigate to different sections of the course. If you already know one of these topics, skip ahead!
00:00:00 – Course Introduction
00:03:35 – Standard Copilot vs Agent Mode
00:05:13 – Prepare Data and KPI Metrics with Copilot
00:11:43 – Build Dashboard Elements and Measure Growth Performance
00:16:50 – Trend Analysis and Advanced Insights
00:25:08 – Advanced Analysis using Copilot in Excel for Web
00:27:36 – Data Modelling and Financial Metrics
🌍 Get unlimited training with Simon Sez IT’s 200+ courses ⏩ simonsezit.com/courses
🚀 Supercharge your skills with a FREE 14-day trial to our extensive training library. Learn from 10,000+ ad-free videos and begin your transformation today! ➡️ simonsezit.lpages.co/ssit-14-day-free
💻 Watch more free popular training tutorials from Simon Sez IT:
🔥Check out our FREE 400+ hour training course playlist here ➡️
youtube.com/playlist?list=PLzj7TwUeMQ3hsADWJd2sJh4o8jATTyaRU
🔥 For a full training experience, check out our FREE YouTube course: 👉 youtube.com/@SimonSezIT/courses
✅ Microsoft Excel Tips and Tricks 👉youtube.com/playlist?list=PLzj7TwUeMQ3gv7nwM6ad7r5ma_3UoOPtc
✅ Microsoft Office 2021 and Office 365 Training here 👉youtube.com/playlist?list=PLzj7TwUeMQ3hH_MxteY6LR3OSMHpDkt_j
💬Stay in touch!
SimonSezIT.com: SimonSezIT.com
LinkedIn: linkedin.com/company/simon-sez-it
FaceBook: facebook.com/SimonSezIT
🔔 Subscribe to our channel:
youtube.com/simonsezittraining?sub_confirmation=1
If you enjoyed the video, please give a thumbs up 👍🏽 ;-)
✅Download the free course files and follow along here:
➡️ simonsezit.com/build-dashboards-with-copilot-in-excel-demo-files
Learn how to create interactive dashboards in Excel 365 using Copilot’s Agent Mode in this beginner-friendly course. Start with a clear introduction to Copilot and learn the difference between standard Copilot and Agent Mode. This tutorial guides you through preparing data and KPI metrics, building dashboard elements, and measuring growth performance. Explore trend analysis, advanced insights, and data modeling, including financial metrics to make your dashboards more powerful and actionable, all with AI-assisted automation to save time and simplify your workflow.
📝 Use the timestamps below to navigate to different sections of the course. If you already know one of these topics, skip ahead!
00:00:00 – Course Introduction
00:03:35 – Standard Copilot vs Agent Mode
00:05:13 – Prepare Data and KPI Metrics with Copilot
00:11:43 – Build Dashboard Elements and Measure Growth Performance
00:16:50 – Trend Analysis and Advanced Insights
00:25:08 – Advanced Analysis using Copilot in Excel for Web
00:27:36 – Data Modelling and Financial Metrics
🌍 Get unlimited training with Simon Sez IT’s 200+ courses ⏩ simonsezit.com/courses
🚀 Supercharge your skills with a FREE 14-day trial to our extensive training library. Learn from 10,000+ ad-free videos and begin your transformation today! ➡️ simonsezit.lpages.co/ssit-14-day-free
💻 Watch more free popular training tutorials from Simon Sez IT:
🔥Check out our FREE 400+ hour training course playlist here ➡️
youtube.com/playlist?list=PLzj7TwUeMQ3hsADWJd2sJh4o8jATTyaRU
🔥 For a full training experience, check out our FREE YouTube course: 👉 youtube.com/@SimonSezIT/courses
✅ Microsoft Excel Tips and Tricks 👉youtube.com/playlist?list=PLzj7TwUeMQ3gv7nwM6ad7r5ma_3UoOPtc
✅ Microsoft Office 2021 and Office 365 Training here 👉youtube.com/playlist?list=PLzj7TwUeMQ3hH_MxteY6LR3OSMHpDkt_j
💬Stay in touch!
SimonSezIT.com: SimonSezIT.com
LinkedIn: linkedin.com/company/simon-sez-it
FaceBook: facebook.com/SimonSezIT
🔔 Subscribe to our channel:
youtube.com/simonsezittraining?sub_confirmation=1
If you enjoyed the video, please give a thumbs up 👍🏽 ;-)
