Course Overview

Build Dashboards with Copilot in Microsoft Excel explores how AI-powered tools inside Excel help turn raw data into clear insights, faster decisions, and professional dashboards that actually support real business questions. This course focuses on using Copilot and Copilot Agents to clean and structure data, and transform it into meaningful KPIs and visual reports. You will see how Excel becomes more than formulas and charts by acting as an intelligent assistant that understands context, follows instructions, and completes multi-step actions for you.

Begin by preparing data and KPI metrics with Copilot, learning how structured tables, clean fields, and cloud-saved files improve accuracy and automation. From there, you build dashboard elements that highlight growth performance, helping you translate numbers into visuals that clearly explain what is working and what needs attention.

As you progress, the focus shifts to trend analysis and advanced insights. You explore how AI can identify patterns over time, compare performance across regions or products, and support deeper questions that often come from leadership teams. This includes using Copilot Agents to handle multi-step tasks, such as creating new analysis sheets, generating pivot summaries, and producing charts that dynamically respond to updated data.

Advanced analysis using Copilot in Excel for Web is also covered, showing how browser-based tools provide similar capabilities when desktop access is limited. You gain confidence working across environments while maintaining consistent results.

Finally, you explore data modeling and financial metrics, combining multiple datasets to form a reliable source of truth. This enables stronger KPI tracking, clearer financial views, and dashboards that support long-term planning. By the end, you will be equipped to prepare data efficiently, analyze performance trends, and build dashboards that communicate insight with clarity and impact.

Learning Objectives:

In this course, you’ll learn how to:

• Prepare clean, structured datasets using Copilot for accurate KPI reporting.
• Create KPI metrics and summary sheets with guided Copilot prompts.