Mastering Microsoft Copilot & Excel: From Basics to Power User Excel

Overview

Option 1 – Practical & Professional
Join Ray for a power-packed session that takes you beyond the basics of Microsoft Copilot and Excel. In this webinar, Ray will walk you step by step through installing and accessing Copilot, understanding its key features, and comparing it with ChatGPT. You’ll explore real-world use cases—like analyzing PDFs, comparing Word documents, managing duplicates, and working with PivotTables—that can save you hours each week. Whether you’re an everyday Excel user or a data professional, this session will help you harness Copilot and Excel together for smarter, faster, and more productive work.

Option 2 – Engaging & Catchy
AI is changing the way we work—and Excel is no exception. In this interactive webinar, Ray will demystify Microsoft Copilot, explain why it doesn’t work in standalone Excel, and show you the difference between free and paid versions. You’ll get a guided tour of Copilot’s interface, learn question techniques to get the best responses, and discover practical productivity hacks you can use immediately. From VLOOKUPs and PivotTables to comparing PDFs and automating tasks with VBA, Ray will reveal how Copilot can transform your everyday workflows into time-saving, AI-powered solutions.

Option 3 – Hands-On & Results-Focused
Want to get more done in less time? Join Ray for this hands-on webinar that blends Copilot’s AI capabilities with Excel’s most powerful features. You’ll see how Copilot stacks up against ChatGPT, explore its terminology, and learn tips and tricks to maximize results. Ray will demonstrate how to use Copilot to analyze data, compare files, remove duplicates, and even generate VBA macros—all while strengthening your Excel fundamentals like formulas, functions, and PivotTables. Packed with real examples and pro-level insights, this webinar is designed to give you practical skills you can apply immediately to boost productivity.

Why you should Attend

• Harness the full potential of your software investment
• Time-Efficient Power Learning with Focused Topics
• Practical Hands-On Skill Enhancement with High Retention
• Supporting Resources, Learning Guide and Practice Files
• Improved Productivity, Quality and Error Minimisation
• Up-to-Date Current Knowledge Transfer
• Professional Development Recognised for Career Advancement
• Interactive Experience Through Chat and Live Interaction
• Rapid Return on Investment

Who Will Benefit

• Anyone using Artificial Intelligence and Microsoft Office from fields including government, business, education, accounting, banking, finance, investment, bookkeeping, consulting, tourism, hospitality etc

Areas Covered in the Session

• Free Microsoft Copilot vs. Paid Copilot
• Install and Access Copilot – Options Step by Step
• Will CoPilot will work with Standalone Excel?
• Copilot Screen Tour
• Compare ChatGPT and Copilot
• Copilot Terminology
• Copilot Question Techniques & Tips for Best Responses
• Tips and Tricks to Improve Productivity
• Microsoft Copilot use Cases for Professionals
• Analyze a PDF
• Compare Two Uploaded PDF Documents with Copilot
• Compare and highlight differences in 2 uploaded MS Word documents
• Remove Duplicates in Data
• Vlookup/Xlookup Functions

Extended Learning Topics
In addition to the core webinar content, the following topics are included in the Learning Guide, complete with clear, easy-to-follow step-by-step instructions.
These topics will also be presented and demonstrated live during the webinar where time permits.

• PivotTables Tutorial
• Excel Formulas and Functions
• VBA Code for  Macro to Subtotal Data