Level: 

Copilot for Excel

Copilot can do a lot. The problem is rarely the tool — it is the prompt. In one day, you will learn how to ask for the right thing, understand the formulas you get back, and take home a structured working method.

Copilot for Excel
Duration
Participants
Takeaways
What you will learn

From “what is that function called?” to an answer you can use

This course is designed for people who work in Excel every week but have never really got started with Copilot. We start from the beginning — and you work in your own spreadsheets throughout the day.


Find the right function

Describe in plain language what you want to achieve — and let Copilot point you to the right function. You will learn how to assess whether the suggestion actually solves your task.

Understand formulas you inherited

Have a complex formula from a colleague or an old spreadsheet explained line by line. You will learn how to make Copilot explain it — not simply confirm it.

Clean up messy data

Combining, splitting, duplicates, and date formats. Copilot can do the heavy lifting when you describe the desired result precisely enough.

Analyse without PivotTables

Ask questions about your data and uncover trends, variances, and summaries. And learn when a PivotTable is still the right choice.

Validate the answer

Copilot makes mistakes. You will get a fixed validation routine so you catch them before a number ends up in a management report.

Write prompts using START

The common thread throughout the day: a five-step method that makes your prompts consistent and your answers more reliable.
Før I beslutter jer

Få et klart billede af jeres muligheder

Book en uforpligtende samtale med Zealand Data, hvis I bruger Navision eller Dynamics NAV og overvejer Business Central. Vi hjælper jer med at finde det rigtige næste skridt — også hvis konklusionen er, at I bør rydde op først.
Your prompt for Copilot
"Analyse my spreadsheet."
← Turn on the steps and see the difference.
Expected answer quality Generic
Today’s programme

09.00 – 16.00

Short presentations, long hands-on exercises. We work in real spreadsheets from your own day-to-day work — feel free to bring one.

09.00 – 10.30 · Module 1

What is Copilot in Excel — and what is it not?

  • How to open and use the Copilot pane
  • What Copilot can see in your spreadsheet (and what it cannot)
  • Requirements: table format, licences, file location
  • Your first prompt — and why the answer turns out the way it does
10.45 – 12.00 · Module 2

The START method in practice

  • The five steps explained with Excel examples
  • Exercise: write the same task before and after START
  • Complete your personal prompt card
  • The five classic mistakes in beginner prompts

12.00 – 12.45 Lunch
12.45 – 14.15 · Module 3

Functions and formulas

  • Find the right function ud fra en beskrivelse
  • Have existing formulas explained step by step
  • Troubleshooting: #VALUE!, #N/A, and lookups that do not match
  • When you should write the formula yourself
14.30 – 15.30 · Module 4

From raw data to report

  • Cleaning and preparing a messy dataset
  • Analysis, trends, and variances with Copilot
  • Charts and summaries you can share
  • The validation routine: how to check the result
15.30 – 16.00 · Wrap-up

Your plan for the next 30 days

  • Review of roadmaps and templates
  • Choose three everyday tasks to start with
  • Questions and open discussion
What you take away

Roadmaps and templates you can use next week

The course day ends, but the work continues. All materials are provided in editable files and designed to be kept close at hand while you work.


Roadmap: From raw data to finished report

Nine steps from a messy export to something you can send to management — with the prompt for each step.

Roadmap: Understand a formula you inherited

A fixed process for having complex formulas explained, validated, and documented.

The START prompt card

One A4 sheet with the five steps, sentence starters, and examples. Print it and keep it visible.

Prompt library: 30 Excel tasks

Ready-made prompts for recurring tasks — lookups, cleanup, reconciliation, budget follow-up, and monthly reporting.
Target audience

Is this course right for you?

Questions

Good to know

It is an advantage, but not a requirement. If you do not yet have licences, you receive the same training and materials — and we explain what is required before you buy. Let us know when registering so we can prepare a test environment.
A laptop with Excel installed and preferably a couple of spreadsheets from your own day-to-day work. We work with your own data whenever possible.
Both. We run open courses online and are happy to deliver the course at your premises if several colleagues attend together.
Yes. We then tailor exercises and examples to your own reports and data sources. Contact us for a quote.
Yes. You will receive a course certificate by email after the course together with all materials.
You may transfer your place to a colleague free of charge. If you cancel at least 14 days in advance, we refund the full amount.
Registration

Reserve your place

We keep the groups small so there is time for your own questions and your own spreadsheets.

Complete the fields and we will send you a confirmation and invoice.
Registration
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