Copilot in Excel: Working with formulas and functions

Copilot in Excel: Working with formulas and functions

Learn how to structure Excel data for optimal formulas & functions. Create calculated columns and summaries with generative AI.

By Stringfest Analytics
453 followers
453 followers

Date and time

Wednesday, May 28 · 4 - 5:30pm UTC

Location

Online

About this event

  • Event lasts 1 hour 30 minutes

Over the course of this free, 90-minute webinar, we'll explore how Copilot, Microsoft’s AI-powered assistant, can transform the way you work with Excel formulas and functions.


Recording & downloads

  • This webinar will NOT be recorded.
  • All downloads will be shared at the time of the event.


By attending this free online workshop, you will:


  • Set up structured tables and write dynamic formulas with Copilot’s help, making your calculations efficient and error-free.
  • Master lookup functions like VLOOKUP and XLOOKUP to retrieve data effortlessly across tables.
  • Summarize data dynamically using conditional aggregations (e.g., SUMIFS, COUNTIFS) and dynamic array functions (e.g., UNIQUE, FILTER) for real-time insights.
  • Clean and standardize datasets with text functions, saving time on manual data prep.
  • Debug and simplify complex formulas with Copilot, boosting your confidence in troubleshooting and optimization.


Who this is for

Typical job titles might include:

  • Data analysts
  • Financial analysts
  • Marketing coordinators
  • Accountants
  • Controllers
  • Operations analysts


Prerequisites

  • Please have a version of Microsoft 365 Copilot with Excel enabled to follow along with this workshop.
  • To make the most of the workshop, you will have some experience in topics such as taking sums and counts, creating calculated columns, and using relative and absolute references in Excel.
  • No other preparation is needed.


About your instructor

George Mount is the founder of Stringfest Analytics. He has over 10 years of experience in data analytics and holds master’s degrees in both finance and information systems from Case Western Reserve University. George is the author of Advancing into Analytics: From Excel to Python and R (O’Reilly, 2021) and Modern Data Analytics in Excel: Using Power Query, Power Pivot, and More for Enhanced Data Analytics (O'Reilly, 2024). He is a recipient of the Most Valuable Professional (MVP) award from Microsoft for technical excellence & community advocacy.

I look forward to seeing you at the event!

If your team is looking for custom training and consulting in Modern Excel, please get in touch.

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