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Copilot in Excel training

Six microlessons, each under 5 minutes, on using Copilot in Excel for insights, formulas, charts and PivotTables, with a certificate of completion.

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Copilot in Excel course preview
6Short, TikTok-style microlessonsIn the browser or the iOS and Android apps

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  • OnlineSelf-paced format
  • 6Microlessons
  • IncludedCertificate of completion
About this course

What the Copilot in Excel course covers

This course covers Copilot in Excel in six microlessons, each under 5 minutes. It covers opening Copilot and choosing between Edit, Plan and Chat modes, finding insights in numbers and text, creating and explaining formulas, turning data into charts and PivotTables, Agent Mode, and the safeguards that keep your workbooks and data protected.

Learning outcomes

What your people will be able to do

  • Choose between Copilot's Edit, Plan, Chat and Agent modes in Excel
  • Write prompts that create PivotTables, charts and formulas
  • Create and explain formulas, lookups and column calculations
  • Build charts and PivotTable summaries linked to your data
  • Pull themes and sentiment out of text such as survey responses
  • Work safely with version history, undo and data permissions
Course contents

6 microlessons

Each microlesson is a short, TikTok-style video lesson.

1Getting Started with Copilot in Excel
2Insights and Formulas
3Visualising Your Data
4Staying in Control
5Agent Mode in Excel with Copilot
65 Copilot in Excel Tips to Try Today

  1. Getting Started with Copilot in Excel: What Copilot can do in Excel, and Edit, Plan and Chat modes.
  2. Insights and Formulas: Finding insights, summarizing feedback and creating formulas.
  3. Visualising Your Data: Creating charts and PivotTables, then checking them before you share.
  4. Staying in Control: Choosing the right mode, undoing changes and protecting your data.
  5. Agent Mode in Excel with Copilot: Letting Agent Mode build objects and formulas, then checking the summary.
  6. 5 Copilot in Excel Tips to Try Today: Five tips for cleaning data, building formulas and charts and finding insights.
A 5Mins certificate of completion for Copilot in Excel, lying on a desk next to a laptop
Certificate

A certificate for every learner who completes it

Learners finish every microlesson. 5Mins then issues a certificate of completion for Copilot in Excel.

  • Certificates stored against each learner in 5Mins
  • Completion shows in Reporting & Insights
  • Managers see their team's progress
Audience

Who should take this course

Who it's for

  • Anyone who works with data in Excel
  • Finance, operations and analyst teams
  • Teams rolling out Microsoft 365 Copilot
How it runs in 5Mins

Assign it once, then let 5Mins do the chasing

Every course in the 5Mins library runs on the same zero-admin engine.

  • EnrollAuto-enroll

    Enroll people automatically from your HR system, with 100+ HRIS platforms supported.

  • RemindReminders

    Nudges by email, Slack, Microsoft Teams and push until the course is done.

  • ReportTeam Progress Email

    Managers get a regular email with their team's overdue courses and courses due in the next 30 days.

  • EngagePoints and streaks

    Points, streaks and leaderboards keep people coming back to finish.

  • TrackReporting & Insights

    See who has started, finished or is overdue, by person and by team.

Customer stories

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Our trainers and risk and compliance team have built 100+ courses from our own policies and procedures with AI Studio. Induction, compliance, and development now sit in one place.

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platform activation, sustained through a high-volume Christmas hiring period

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We use AI Studio to turn new menus, drinks lists, and partnerships into bite-sized lessons with a short quiz, so colleagues know the details before their shift.

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cyber security training, built from the team's own slides

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★ Free sample lesson

See 5Mins in action with a free sample lesson

Interested in Copilot in Excel training? Request a free sample lesson, book a short demo with our team, and we'll share your sample lessons after the call.

  • Real microlessons from our library
  • A short demo with our team
  • No card needed

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Free course catalogues

Take the catalogue with you

Free PDF catalogues to share with your managers and your team.

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Your questions answered

Questions about Copilot in Excel training

How long is the Copilot in Excel course?

It's made up of 6 microlessons, each under 5 minutes. Learners can finish it in one sitting or spread it over a few days, and 5Mins sends reminders until it is done.

Is there a certificate?

Yes. Learners get a certificate of completion when they finish all 6 microlessons, and the record is stored in 5Mins.

What does the course cover?

Getting started and choosing a mode, insights and formulas, charts and PivotTables, staying in control of your workbook, Agent Mode and practical tips for everyday work.

Who should take Copilot in Excel training?

Anyone who works with data in Excel and uses Microsoft 365 Copilot, especially finance, operations and analyst teams.

Can I try the course first?

Yes. Request a free sample lesson and book a short demo with our team. After your demo, we'll share sample lessons with you so you can see the format for yourself.

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