How to use Copilot in Excel - The Complete Beginners Course

Unlock the power of Microsoft Copilot in Excel in this beginner-friendly tutorial!

Whether you’re brand new to Copilot or looking to understand what it can really do, this video walks you through everything step-by-step — from simple prompts to full data cleaning, analysis, formulas, charts, and more.

Copilot is now available in all Microsoft 365 accounts, and in this video I’m using the premium version, which includes additional features you might not see in the basic tier.

If you want to save time, work smarter, and turn messy spreadsheets into clean insights, this lesson will help you get started fast.

Practice Files:
Link to Module 2 Practice Workbook: https://go.teachers.tech/CopilotModule2
Link to Module 3 Practice Workbook: https://go.teachers.tech/CopilotModule3
Prompts I used in the video: https://go.teachers.tech/CopilotPrompts

Chapters:

00:00 - Intro
01:11 -Chat vs. App Skills
03:20 - Save your Excel files to the cloud
03:30 - Supported file types
04:06 - Turn range to tables
05:47 - Intro to Module 2
06:17 - Quick insights with Copilot
09:38 - Visualizations with Copilot (Create charts and images)
13:41 - Instant formulas with Copilot in Excel
19:36 - Conditional formatting with Copilot
21:19 - Cleanup and creating categories
26:09 - PivotTables with Prompts
29:08 - Trend Spotting and What Ifs with Copilot
31:36 - Summarizing for presentations
33:27 - Intro to Module 3
33:58 - Importing and combining data with Copilot in Excel
40:49 - Text insights & Structuring Notes
42:36 - Iterative questioning for deeper insight
45:05 - Python in Excel with Copilot