Uploaded July 2025 | Updated September 2026, 2 weeks ago
Copilot in Excel Tips, Tricks, Demo and discussion with the Microsoft Team
AI-Powered Excel Quick Wins Course ➡️ courses.davidpba.com/courses/ai-powered-excel-quick-wins
Copilot Jumpstart Toolkit ➡️davidpba.myflodesk.com/copilot-toolkit
🤝 Work with me
🔗Excel & AI Courses 👉 courses.davidpba.com
📞 LinkedIn: linkedin.com/in/david-fortin-cpa-816b20b5
In this comprehensive session, we explore everything from generating advanced Excel formulas using natural language to performing sophisticated data analysis like never before.
What you'll learn in this video:
•First "Wow" Moments with Copilot in Excel, including effortless formula generation and advanced insights.
•Understanding the key differences between Copilot in Excel vs. ChatGPT, emphasizing security and deep integration within your data.
•A live demonstration using the "Piggy Beans Cafe" data set, showcasing Copilot in Excel capabilities in real-time.
•How to use Copilot for essential data preparation, including highlighting duplicates with conditional formatting, Formula by Example for splitting names and basic calculations, and cleaning messy data.
•Mastering complex tasks like merging lists with XLOOKUP using simple, natural language prompts.
•Go-To Prompts for Copilot in Excel: Learn how to create pivot tables and pivot charts, generate complex conditional formulas, calculate gross profit, and rank data effectively.
•Common Misconceptions about Copilot in Excel addressed directly by the product team, and best practices for getting the most out of your prompts by breaking down complex tasks.
⏰ Timecodes ⏰
00:00:00 - Introduction, Welcome, and Free Toolkit Offer
00:02:00 - First "Wow" Moments with Copilot in Excel
00:06:00 - Common Misconceptions about Copilot in Excel (MVP Perspective)
00:08:00 - Copilot in Excel vs. ChatGPT: Security and Integration
00:15:00 - Live Demo Begins: Introduction to Piggy Beans Cafe Data and Core Requirements for Copilot in Excel
00:18:00 - Demo: Highlighting Duplicates using Conditional Formatting
00:22:00 - Demo: Formula by Example (Splitting Names and Basic Calculations)
00:28:00 - Demo: Cleaning Data and Merging Lists with XLOOKUP
00:35:00 - Go-To Prompts and Real-World Scenarios with Copilot in Excel
00:40:00 - Microsoft Go-To Prompts (Pivot Tables, Text Analysis, Joining Data)
00:44:00 - Common Misconceptions About Copilot in Excel (from Product Team's Perspective) 00:49:00 - Best Practices for Using Copilot in Excel (Breaking Down Complex Tasks)
00:52:00 - Q&A Session Begins
00:53:00 - Q&A: Copilot and Excel Add-ins
00:54:00 - Q&A: Copilot, Macros, and VBA
00:55:00 - Q&A: Copilot, Linked Tables, and Data Preparation
00:57:00 - Q&A: Obtaining Copilot Feature/Licensing
00:58:00 - Q&A: Most Frequent Questions for Content Creators/Product Team
00:59:00 - Conclusion and Free Course Offer
#copilotinexcel #copilot365 #microsoftcopilot
Copilot in Excel Tips, Tricks, Demo and discussion with the Microsoft Team
AI-Powered Excel Quick Wins Course ➡️ courses.davidpba.com/courses/ai-powered-excel-quick-wins
Copilot Jumpstart Toolkit ➡️davidpba.myflodesk.com/copilot-toolkit
🤝 Work with me
🔗Excel & AI Courses 👉 courses.davidpba.com
📞 LinkedIn: linkedin.com/in/david-fortin-cpa-816b20b5
In this comprehensive session, we explore everything from generating advanced Excel formulas using natural language to performing sophisticated data analysis like never before.
What you'll learn in this video:
•First "Wow" Moments with Copilot in Excel, including effortless formula generation and advanced insights.
•Understanding the key differences between Copilot in Excel vs. ChatGPT, emphasizing security and deep integration within your data.
•A live demonstration using the "Piggy Beans Cafe" data set, showcasing Copilot in Excel capabilities in real-time.
•How to use Copilot for essential data preparation, including highlighting duplicates with conditional formatting, Formula by Example for splitting names and basic calculations, and cleaning messy data.
•Mastering complex tasks like merging lists with XLOOKUP using simple, natural language prompts.
•Go-To Prompts for Copilot in Excel: Learn how to create pivot tables and pivot charts, generate complex conditional formulas, calculate gross profit, and rank data effectively.
•Common Misconceptions about Copilot in Excel addressed directly by the product team, and best practices for getting the most out of your prompts by breaking down complex tasks.
⏰ Timecodes ⏰
00:00:00 - Introduction, Welcome, and Free Toolkit Offer
00:02:00 - First "Wow" Moments with Copilot in Excel
00:06:00 - Common Misconceptions about Copilot in Excel (MVP Perspective)
00:08:00 - Copilot in Excel vs. ChatGPT: Security and Integration
00:15:00 - Live Demo Begins: Introduction to Piggy Beans Cafe Data and Core Requirements for Copilot in Excel
00:18:00 - Demo: Highlighting Duplicates using Conditional Formatting
00:22:00 - Demo: Formula by Example (Splitting Names and Basic Calculations)
00:28:00 - Demo: Cleaning Data and Merging Lists with XLOOKUP
00:35:00 - Go-To Prompts and Real-World Scenarios with Copilot in Excel
00:40:00 - Microsoft Go-To Prompts (Pivot Tables, Text Analysis, Joining Data)
00:44:00 - Common Misconceptions About Copilot in Excel (from Product Team's Perspective) 00:49:00 - Best Practices for Using Copilot in Excel (Breaking Down Complex Tasks)
00:52:00 - Q&A Session Begins
00:53:00 - Q&A: Copilot and Excel Add-ins
00:54:00 - Q&A: Copilot, Macros, and VBA
00:55:00 - Q&A: Copilot, Linked Tables, and Data Preparation
00:57:00 - Q&A: Obtaining Copilot Feature/Licensing
00:58:00 - Q&A: Most Frequent Questions for Content Creators/Product Team
00:59:00 - Conclusion and Free Course Offer
#copilotinexcel #copilot365 #microsoftcopilot
