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AI-Powered Excel with Microsoft Copilot

Why Attend

Attending this course will empower participants to transform the way they work in Excel by leveraging the latest AI-driven tools, including Copilot, automated insights, and intelligent workflows. Instead of spending hours on manual tasks, participants will learn how to clean data, build formulas, and create reports in minutes using natural language commands. The course also equips them with the skills to produce professional dashboards, generate forecasts, and automate repetitive processes with ease. By the end, participants will be able to work smarter, faster, and with greater confidence in their analytical and reporting capabilities.

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Course Methodology

Participants will be applying all learned topics on MS Excel and its AI feature; Copilot. Groups and individuals will be required to complete exercises, case studies, and projects on a daily basis.

Course Objectives

By the end of the course, participants will be able to:

Identify the various AI tools made available by Microsoft applications
Use AI and Copilot tools in Excel to clean data and build properly-structured data sets
Apply Copilot in Excel to write, edit and choose the proper Excel formulas as needed
Create AI-assisted analyses and forecasts, and provide insights that support business decision-making
Automate repetitive Excel tasks using AI-generated scripts to build visual dashboards with intelligent recommendations

Target Audience

This course is designed for professionals who use Excel regularly and want to enhance their productivity, analysis, and reporting capabilities through AI and automation. It is ideal for employees across finance, operations, HR, sales, and administration who seek smarter, faster, and more accurate ways to work with data.

Target Competencies

Excel Copilot
AI driven formulas and reporting
AI driven automation
Data cleaning
Forecasting
Building dashboards using AI

Note

This is a hands-on training course using laptops, participants need to use their own laptops equipped with a fully functioning version of MS Excel Office 365 with Copilot license.

Introduction to AI in Excel
- What “AI in Excel” actually means
- Microsoft 365 Copilot vs. Excel built-in AI vs. Power Platform AI
- Copilot for Excel: Interface and Essential Skills
  - Accessing Copilot in Excel (Windows, Web)
- The Copilot panel: prompts, instructions, modifying output
- Writing effective business prompts
  - Ask Copilot to summarize a large Excel table
  - Generate insights and highlight anomalies
  - Ask Copilot to recommend KPIs from a dataset
Data Cleaning and Preparation using Copilot
- Removing duplicates
- Splitting columns (emails, names, codes)
- Standardizing formats (dates, numbers, currencies)
- Rebuilding messy tables into structured Excel tables
- Power Query AI Assist: natural-language transformation steps
AI for Formulas and Functions
- Copilot for generating formulas
- Converting natural language to formulas
- AI-enhanced functions:
  - TEXTSPLIT, TEXTBEFORE, TEXTAFTER
  - TOROW, TOCOL
  - XLOOKUP, XMATCH
  - Ask Copilot to build complex INDEX/XLOOKUP/IF formulas
- Validate a set of financial formulas with Copilot
- Debug formula errors using Copilot suggestions
AI-Powered Analysis, Forecasting and Predictive Insights
- Getting insights from your data
- PivotTables with AI: Ask Copilot to build pivot tables
- AI-based clustering and grouping suggestions
- Explain data behavior
- Excel’s built-in forecasting tools
  - Forecast Sheet
  - ETS forecasting
- Copilot for:
  - Predicting trends
  - Explaining risks and variances
  - Recommending KPIs or drivers
  - Comparing AI forecast vs. manual forecast tools
  - Scenario and what-if analysis in Excel
AI-Powered Visualization
- Copilot to generate charts automatically
- AI suggestions for chart type and formatting
- Automating dashboards using natural language
- Creating VBA and Office Scripts using AI
- Scheduling repetitive tasks

National Association of State Boards of Accountancy (NASBA)

Meirc Training & Consulting is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

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2026 Schedule & Fees

There are no public sessions remaining for the course this year. Please contact us if you wish to have a customized in-house session, or to find out how an additional public session can be scheduled.

2027 Schedule & Fees

Per participant

21 - 24 Jun, 2027
English
Doha
Venue to be assigned

Per participant

6 - 9 Sep, 2027
English
Dubai
Venue to be assigned

This course is also offered in Virtual Learning, click on the course below.

AI-Powered Excel with Microsoft Copilot - Virtual Learning

21 - 24 Jun, 2027

English

Virtual Learning