How to use Excel & Copilot to get brilliant results and know they're right.
Why this session
Copilot can be genuinely brilliant in Excel — answering questions in plain English, building formulas for you, spotting trends, and tidying messy data. But here’s the catch: it only works well when your data is set up correctly. So we start with the Excel foundations most people were never actually taught, then bolt Copilot on top — so you leave able to use it, not just watch it.
What you’ll walk away able to do
Set your data up the right way so Excel — and Copilot — can work with it
Turn a messy spreadsheet into a clean, structured Excel Table
Ask Copilot questions in plain English and get trustworthy answers.
Get Copilot to build formulas, summarise trends, and create charts for you
Know Copilot’s limits — and how to sanity-check what it gives you
Who its for
For Executive, Personal and Virtual Assistants who use Excel, or know they should be getting more from it. Whether you’re brand new to Copilot or simply want to feel more confident working with your data, this session meets you where you are. No prior Copilot experience needed.
Format
Hands-on and practical, delivered live online. I demonstrate, you follow along on your own screen, and after each new skill you’ll get a few minutes to try it yourself and make it stick. You’ll just need Excel and your Copilot licence to take part.
About Shelley
25+ years training professionals · author of 48 books on Microsoft Office (2.5M copies sold) · Certified Online Learning Facilitator · Fellow of the Learning & Performance Institute. Warm, jargon-free, practical — she teaches the people, not the robots.