Copilot for GREAT Data Analysis Workshop
What You'll Learn in Copilot for GREAT Data Analysis Workshop
Course Length
Learning Objectives
- Accelerate data understanding and communication
- Summarize and interpret data using natural language prompts
- Automate repeatable workbook tasks using Agents
- Create documentation and reusable analysis templates
- Use Copilot effectively with Excel-based data analysis
Target Student
This workshop is designed for data analysts, reporting specialists, business analysts, Excel users, and professionals who have Copilot Premium, work with data, and need to summarize, interpret, clean, document, or communicate insights more efficiently using Copilot.
Prerequisite
Basic familiarity with Excel tables, formulas, and common data analysis tasks is recommended. No advanced coding or AI experience is required.
Course Outline
This two-hour workshop introduces data-focused professionals to practical ways Copilot can support analysis, documentation, and communication. Participants will explore how to use natural-language prompts to summarize data, clarify analytical findings, suggest workbook improvements, and support repeatable reporting workflows while maintaining human review and judgment.
Section 1: Data Analysis Use Cases
Exploratory data analysis through prompts
Creating quick summaries from raw data extracts
Drafting insights and analytical narratives for stakeholders
Section 2: Drafting & Rewriting Analytical Content
Clarifying technical insights for non‑analyst audiences
Rewriting analytical findings, reports, and metric definitions
Creating executive-ready summaries from pasted data
Section 3: Excel-Based Analysis
Explain formulas and calculations
Summarize trends from pasted tables
Suggest transformations or cleaning steps
Recommend chart types or potential insights (text suggestions)
Section 4: Allow Editing Mode for Data Analysts
Automate common data cleaning tasks for faster preparation
Generate summary views that speed up exploratory analysis
Restructure or transform datasets using natural language prompts
Document datasets or analysis logic for repeatable workflows
Section 5: Planning & Documentation
Analysis checklists (data validation, refresh cycles, quality checks)
Reporting templates
Dataset definitions and assumptions logs
Copilot for GREAT Data Analysis Workshop
Upcoming Classes
All Public classes are held onlinewith a live instructor
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PDF Reference Guide
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After-Training Support
Get 30 days of live 24/7 after-training support via phone, email and online chat to help apply what you've learned
Certificate of Completion
Boost your credentials with a Certificate of Completion, confirming the skills you’ve acquired with us.
Can I customize my course?
OF COURSE!
Customized to meet your unique needs
We can customize your training to fit your exact needs, whether it's making small adjustments or creating entirely new courses. From setting specific objectives and including your own files to addressing unique challenges, we're here to help. We can even tailor the training to align more closely with how you work and to fit perfectly into your schedule. Our goal is to provide training that's as unique as your goals.
Access to your recorded session for 60 days
You can request your private session be recorded. You can have access for 60 days to revisit what you’ve learned.