CPDStore Ireland

Copilot in Excel represents a new way of working, using natural language to perform tasks that once required advanced formula knowledge or manual effort. In this session, you’ll explore how Copilot can support every stage of your Excel workflow: from cleaning and preparing messy data, to producing reports, and writing formulas. You’ll see how Copilot helps you explain calculations, perform routine Excel tasks, find solutions to complex Excel problems, and generate insights faster — all while staying within the familiar Excel environment.

Alan Murray will cover the following topics during this webinar: 

• How Copilot in Excel works and what makes it different from ChatGPT.
• Using Copilot to receive clear, step-by-step guidance to complete common Excel tasks and solve Excel problems.
• Cleaning, transforming, and organising messy data using Copilot suggestions.
• Writing, explaining, and improving formulas — from simple lookups to complex calculations.
• Analysing and visualising data through summaries, charts, and insights generated by Copilot.

 By attending this session, you will:

• Understand how Copilot in Excel can assist with common Excel tasks.
• Learn how to use natural language prompts to build formulas, clean data and generate reports.
• Gain confidence in interpreting and verifying AI-generated results.
• Discover practical use cases to boost productivity in your day-to-day work.
• Be equipped to identify where AI can add the most value to your team.

This session will be of particular interest to accountants, finance professionals, and business analysts who use Excel regularly for reporting, analysis or client work — and want to learn how Copilot can streamline these processes.

Course Level: Intermediate