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Visualizing Your Data with Copilot in Excel 365

Microsoft 365 Copilot in Excel is an AI-powered capability that allows users to generate charts, graphs, PivotTables, and visual summaries using plain natural language prompts. You can quickly turn raw numbers into dynamic charts, analyze spreadsheet data, build formulas, and show professional visuals by using Copilot prompts.

Participants should bring a laptop with Microsoft Office 365 with Copilot subscription

Outline

Chapter 1 : Creating Charts with Prompts

1. Creating Column Chart
2. Creating Bar Chart
3. Creating Pie Chart
4. Creating Combo Chart
5. Formatting Charts

Chapter 2 : Cleaning Up Data

1. Changing Text Case with Copilot Function
2. Extracting Characters with Copilot Function
3. Pulling Data Column from Another Table
4. Merging Columns
5. Splitting Text into Columns

Chapter 3 : Working with Table

1. Converting Data List to Excel Table
2. Removing Duplicate Rows
3. Insert Calculated Column
4. Inserting Slicer to Excel Table
5. Filtering Table Data
6. Sorting Table Data

Chapter 4 : Applying Conditional Formatting Rules

1. Applying Duplicate Values Rule
2. Applying Top 10 Items Rule
3. Applying Data Bar Rule
4. Applying Icon Sets Rule
5. Managing the Conditional Formatting Rules

Chapter 5 : Creating PivotTable and PivotChart

1. Inserting PivotTable
2. Editing PivotTable Field
3. Filtering Pivot Data
4. Sorting Pivot Data Values
5. Changing Summary Function
6. Creating Calculated Field

Chapter 6 : Creating Dashboard

1. Building Dashboard with Tables and Charts
2. Formatting the Sales Dashboard
3. Building Dashboard with PivotCharts
4. Adding Slicer to PivotChart
5. Formatting the Pivot Dashboard

Who should attend

This course will benefit all Microsoft Excel 365 users with experience in using PivotTable, PivotChart, Dashboard and Slicer

Methodology

Lecture style, with hands-on exercises

Profile of Valene Ang

Valene Ang is a Microsoft Certified Trainer (MCT) with a degree in Business Computing. Her Professional qualifications including Advanced Certificate in Training and Assessment (ACTA) and Master Instructor for Microsoft Office Specialist (MOS). She has broad experience in corporate IT training and course materials development.

Valene has a broad experience in customizing Microsoft Office training programs, developing customized course outlines and course materials, assisting corporate clients in business data analysis and providing dynamic report solutions. Her training focuses on providing practical solutions to real life Excel problems.

Valene conducted many Microsoft Office training in Singapore, Malaysia and China. Her corporate clients include NOL, PSA, IRAS, DFS, CPF, PUB, MOM, MOE, NEA, DHL, SingTel, Singapore Expo, Changi Airport Group, SPRING Singapore, Nanyang Polytechnic, Singapore Polytechnic, Republic Polytechnic, Denza (ShenZhen) and etc..