Copilot in Excel: Working with PivotTables

Over the course of this free, 90-minute webinar, we'll explore how Copilot, Microsoft’s AI-powered assistant, can transform the way you work with Excel's PivotTables.

Recording & downloads

• This webinar will NOT be recorded.
• All downloads will be shared at the time of the event.

By attending this free online workshop, you will:

• Structure and optimize datasets for PivotTables with Copilot’s guidance, ensuring seamless and accurate analysis.
• Generate PivotTables and PivotCharts effortlessly using Copilot’s AI-driven recommendations for impactful data visualization.
• Summarize data dynamically with Copilot by adjusting aggregations (e.g., Sum, Average) and applying sorting, filtering, and slicers for actionable insights.
• Clean and reformat raw data with Copilot’s assistance, streamlining preparation for reliable PivotTable performance.
• Enhance PivotTables using Python and GROUPBY/PIVOTBY functions with Copilot, mastering advanced alternatives for flexible data analysis.

Who this is for

Typical job titles might include:

• Data analysts
• Financial analysts
• Marketing coordinators
• Accountants
• Controllers
• Operations analysts

Prerequisites

• Please have a version of Microsoft 365 Copilot with Excel enabled to follow along with this workshop.
• To make the most of the workshop, you will have some experience in topics such as taking sums and counts, creating calculated columns, and using relative and absolute references in Excel.
• No other preparation is needed.

About your instructor

George Mount is the founder of Stringfest Analytics. He has over 10 years of experience in data analytics and holds master’s degrees in both finance and information systems from Case Western Reserve University. George is the author of Advancing into Analytics: From Excel to Python and R (O’Reilly, 2021) and Modern Data Analytics in Excel: Using Power Query, Power Pivot, and More for Enhanced Data Analytics (O'Reilly, 2024). He is a recipient of the Most Valuable Professional (MVP) award from Microsoft for technical excellence & community advocacy.

I look forward to seeing you at the event!

If your team is looking for custom training and consulting in Modern Excel, please get in touch.