Making Excel Copilot Work for You

What you'll get:

• 1 x 75-minute live sessions of Copilot in Excel training with Microsoft MVP
• Free copies of Excel Must-Knows for AI Success and Python in Excel Crash Course supplemental video training (a $34 value, yours free)
• Demo notes and handouts
• Workshop recording
• Certificate of attendance

Making Excel Copilot Work for You: Why Power Query and Python Come First

Excel Copilot promises incredible productivity boosts... but only if you have the right foundations in place first. Before diving into prompt crafting and AI-driven analytics, Excel users must master Power Query and become comfortable with Python’s growing role in Excel.

In this engaging, hands-on 75-minute webinar, you'll learn why these foundational skills are essential, and how they set the stage for effective Copilot usage:

Why Power Query First:You can't automate chaos. Learn why Power Query's data cleaning and transformation capabilities are non-negotiable for making Copilot effective and accurate.

Python Awareness, Not Fear:You don't need to become a Python expert, but ignoring Python entirely will hold you back. Understand why basic Python awareness unlocks deeper Excel capabilities and helps you better leverage AI-powered features.

Crafting Effective Excel Copilot Prompts:With the foundations in place, you'll learn how to clearly and confidently write prompts that deliver tangible results, from generating powerful formulas to enhancing your analytical insights.

Why this webinar is different:

• Participative: Apply your learning immediately with live demonstrations, interactive examples, and actionable insights.
• Authoritative: Led by George Mount, an experienced analytics consultant, O’Reilly author, LinkedIn Learning instructor, and Microsoft MVP.
• Topical: No irrelevant examples—practical, real-world data scenarios relevant to your daily work.

What You'll Leave With:

• Clear understanding of why Power Query and basic Python knowledge are prerequisites to Copilot success.
• Practical strategies and a repeatable framework for prompt-writing in Excel.
• Confidence in integrating AI effectively into your Excel workflow.

Who should attend:

Professionals who regularly use Excel and want to modernize their workflow by effectively leveraging AI tools. Ideal for:

• Data Analysts
• Financial Analysts
• Marketing Professionals
• Accountants
• Controllers
• Operations Analysts

No prior coding experience required, though familiarity with intermediate Excel functions like PivotTables or VLOOKUP/XLOOKUP is beneficial.

About your instructor:

George Mount, founder of Stringfest Analytics, has over 10 years of data analytics expertise and is the author of Modern Data Analytics in Excel (O’Reilly, 2024). As a Microsoft Excel MVP and LinkedIn Learning instructor, he has trained tens of thousands of professionals to excel in data-driven environments.

Software required:

• Excel for Windows 365 desktop version
• Power Query (built into Excel)
• Copilot subscription (recommended)
• Python in Excel enabled (recommended)

After registration:

• Supplemental bonus training videos and certficate of completion will be emailed upon completion of the class.