Want to learn how to use Copilot in Excel to instantly summarize data and create PivotTables with simple natural language prompts? In this full-length lesson from Intellezy’s Copilot in Excel course, you’ll see exactly how Microsoft’s AI assistant can help you unlock insights from large data sets in seconds: no formulas, no complex functions, just smart prompts.
Whether you're a data analyst, Excel beginner, or business professional, this hands-on walkthrough will show you how to collaborate with Copilot to analyze thousands of rows of data, generate PivotTables, apply filters, and create presentation-ready summaries automatically.
📊 In This Lesson You’ll Learn How To:
Prompt Copilot to identify the top 5 customers by profit
Automatically generate and customize a PivotTable
Apply filters using Excel’s built-in Top N feature
Create a summary table by Membership and Customer Name
Sort your results alphabetically and apply visual formatting
Add and rename new worksheets with cleanly formatted outputs
This video explores both general and specific prompt styles, demonstrating how Copilot responds differently depending on how much direction you give it. You'll see how the assistant chooses to use PivotTables for summarizing your data and how to validate and understand the output it returns.
✨ Why Learn Copilot in Excel?
Excel has long been a critical business tool, but using Copilot transforms how you work with it. Instead of manually creating formulas or struggling with large spreadsheets, Copilot helps you:
Automate repetitive analysis tasks
Extract insights without deep Excel expertise
Summarize key metrics using natural language
Speed up your workflow and decision-making
Save time, reduce errors, and boost productivity
With Excel Copilot, your spreadsheet becomes interactive. You simply ask questions—like you would to a colleague—and receive dynamic, AI-generated results.
🧠 What Is Covered in the Full Copilot in Excel Course?
This video lesson is just one part of Intellezy’s comprehensive Copilot in Excel course. In the full course, you’ll go beyond PivotTables and learn how to:
Set up your workspace and understand Copilot licensing
Navigate the Copilot pane inside Excel
Write powerful and effective prompts
Create calculated columns using AI
Format and style tables based on specific criteria
Use Conditional Formatting through AI guidance
Summarize and chart data across different sheets
Interpret Copilot-generated dashboards and visuals
Whether you’re new to Excel or already comfortable with it, this course helps you build AI fluency and confidence so you can do more in less time.
💡 Perfect For:
Excel users who want to get started with Copilot
Professionals looking to upskill with Microsoft 365 AI tools
Data teams, project managers, and analysts
Organizations looking to automate reporting and boost efficiency
Copilot is rapidly changing the way we use software. It’s not just about automation. It’s about insight, context, and decision support. This course teaches you how to work with AI, giving you a valuable skill set as artificial intelligence becomes standard in Microsoft Office.
📚 About Intellezy:
Intellezy is an award-winning learning and development company that delivers modern, accessible, and expertly crafted training videos. Our video courses are trusted by enterprise clients and individuals alike, and our training content is WCAG-compliant to ensure it’s usable by everyone.
Our on-demand learning library includes hundreds of up-to-date software and business skills courses, including Microsoft 365, Power BI, Google Workspace, Adobe Creative Cloud, AI tools like Copilot and ChatGPT, and more. We help organizations save time on training, increase adoption of new technologies, and drive measurable productivity gains.
🎓 Want More? Start Learning Today.
Access the full Copilot in Excel course and hundreds more with a free trial of Intellezy’s training library. Perfect for individuals or teams who want to stay ahead in the rapidly evolving digital workplace.
Explore the full Copilot in Excel course: https://www.intellezy.com/software/co...
Start your free trial today: https://my.intellezy.com/signup
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