Automate Monthly Reports with Copilot in Excel

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In this 1 project-based course, you will learn how to use Microsoft Copilot in Excel Online to generate high-quality operational datasets, create automated calculations and dynamic conditional formatting using natural language, and build reusable Prompt Playbooks to streamline your monthly reporting pipeline. Please note that to fully participate and follow along with the practical exercises, an active Microsoft Copilot subscription that enables integration with Excel is required. This project gives you easy access to the invaluable automation techniques used by data professionals, project managers, and business analysts across various industries. We’ll learn about how to shift from manual formula building to smart AI supervision and how Microsoft Copilot encapsulates complex logic into native Excel functions. We’ll also cover prompt engineering pipelines, data auditing, visualization techniques, and best practices shown to be most effective in helping you eliminate manual spreadsheet repetition. Using these approaches, no matter what your current skill levels in Excel are, you can change your daily data workflow and save hours of manual effort. If you’re already an advanced user, this dive under the AI hood will give you ideas for turbocharging your spreadsheet automation, including advanced conversational querying tips and insights that will help you make the best use of your time on complex datasets. If you’re struggling with math syntax or messy layouts, you’ll see a structured treasure trove of practical promping techniques that walk you through exactly what you need to do to get on track. If you’ve ever wanted to work smarter and faster with numbers, this project will help serve as your guide.

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Anton Voroniuk

CEO, SkillsBooster Academy | Google Academy Trainer | Generative AI Leader