Course : Create Excel Dashboards with Copilot
Practical course - 2d
- 14h00 - Ref. AIY
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 | Structure Excel data so that Copilot can use it to generate reliable analyses and dashboards. |
| Create metrics, formulas, charts, and pivot tables with Copilot's help. |
| Build an Excel dashboard designed to support decision-making and tailored to users' business needs. |
| Ensure the quality of the results generated by Copilot and secure the distribution of data and analyses. |
Intended audience
Business managers, reporting managers, management controllers, analysts, executive assistants, sales, marketing, HR, or operations managers, consultants, trainers, and Excel users who want to speed up the creation of dashboards and data analysis with Microsoft Copilot.
Prerequisites
None.
Practical details
Teaching methods
A combination of lectures and hands-on exercises.
Course schedule
1 Understanding How to Use Copilot in Excel for Reporting
- Identify Copilot's capabilities in Excel for analysis, formulas, charts, and summaries.
- Understanding the Terms of Use: Microsoft 365, OneDrive, SharePoint, and Structured Data Licenses.
- Distinguish between AI-assisted tasks, automation, and human validation in a reporting process.
- Identify limitations related to data quality, potential errors, and confidentiality.
Hands-on work
Analysis of a business need and identification of tasks that can be assisted by Copilot.
2 Designing a Decision-Oriented Excel Dashboard
- Define the business objectives and the decisions expected from the dashboard.
- Identify the target users and key performance indicators.
- Develop a reading strategy that balances summarization, detailed analysis, and key points.
- Translate a business requirement into prompts that Copilot can use.
Hands-on work
Drafting a scope document and creating design prompts for the dashboard.
3 Prepare and organize data for Copilot
- Organize the data into Excel tables that are compatible with Copilot.
- Check headers, formats, duplicates, missing values, and inconsistencies. Clean up the data and standardize categories, dates, and amounts.
- Prepare data for analyses, charts, and pivot tables.
Hands-on work
Cleaning and organizing a business dataset before using it with Copilot.
4 Generate Metrics and Formulas with Copilot
- Use Copilot to create calculated columns and generate Excel formulas.
- Developing performance metrics: variances, ratios, rates, and trends.
- Check the generated results and identify common calculation errors.
- Document the calculation rules and improve the clarity of the indicators.
Hands-on work
Creation of key metrics and manual validation of calculations generated by Copilot.
5 Create charts and pivot tables
- Select charts that are appropriate for business messages and analyses.
- Create charts and pivot tables with Copilot.
- Use filters, segments, and comparisons to analyze data.
- Identify trends, discrepancies, and outliers in the visualizations.
Hands-on work
Creating dashboards and pivot tables based on business reports.
6 Creating a Clear and Shareable Excel Dashboard
- Create a summary page featuring metrics, analyses, and visuals.
- Apply the principles of visual readability and information hierarchy.
- Highlight alerts, priorities, and strategic indicators.
- Prepare a shareable version of the dashboard for business users.
Hands-on work
Creating a comprehensive Excel dashboard with filters, metrics, and charts.
7 Generate summaries and scale up Copilot prompts
- Generate analysis summaries and comments using Copilot.
- Distinguish between observed facts, interpretations, and recommendations for action.
- Create effective prompts for cleaning, analysis, and visualization.
- Build a library of reusable prompts tailored to business needs.
Hands-on work
Creation of a narrative summary and a library of operational prompts.
8 Securing and Managing the Use of Copilot in Excel
- Check that the formulas, graphs, and comments are consistent before publication.
- Manage sensitive data and privacy rules for shared files.
- Establish rules for quality control and human validation of analyses.
- Implement a process for the continuous improvement of dashboards and prompts.
Hands-on work
Development of a quality validation checklist and a user guide for Copilot Excel.
PARTICIPANTS
Business managers, reporting managers, management controllers, analysts, executive assistants, sales, marketing, HR, or operations managers, consultants, trainers, and Excel users who want to speed up the creation of dashboards and data analysis with Microsoft Copilot.
PREREQUISITES
None.
TRAINER QUALIFICATIONS
The experts leading the training are specialists in the covered subjects. They have been approved by our instructional teams for both their professional knowledge and their teaching ability, for each course they teach. They have at least five to ten years of experience in their field and hold (or have held) decision-making positions in companies.
ASSESSMENT TERMS
The trainer evaluates each participant’s academic progress throughout the training using multiple choice, scenarios, hands-on work and more.
Participants also complete a placement test before and after the course to measure the skills they’ve developed.
TERMS AND DEADLINES
Registration must be completed 24 hours before the start of the training.
ACCESSIBILITY FOR PEOPLE WITH DISABILITIES
Do you need special accessibility accommodations? Contact Mrs. Fosse, Disability Manager, at psh-accueil@orsys.fr to review your request and its feasibility.
Business managers, reporting managers, management controllers, analysts, executive assistants, sales, marketing, HR, or operations managers, consultants, trainers, and Excel users who want to speed up the creation of dashboards and data analysis with Microsoft Copilot.
PREREQUISITES
None.
TRAINER QUALIFICATIONS
The experts leading the training are specialists in the covered subjects. They have been approved by our instructional teams for both their professional knowledge and their teaching ability, for each course they teach. They have at least five to ten years of experience in their field and hold (or have held) decision-making positions in companies.
ASSESSMENT TERMS
The trainer evaluates each participant’s academic progress throughout the training using multiple choice, scenarios, hands-on work and more.
Participants also complete a placement test before and after the course to measure the skills they’ve developed.
TEACHING AIDS AND TECHNICAL RESOURCES
• The main teaching aids and instructional methods used in the training are audiovisual aids, documentation and course material, hands-on application exercises and corrected exercises for practical training courses, case studies and coverage of real cases for training seminars.
• At the end of each course or seminar, ORSYS provides participants with a course evaluation questionnaire that is analysed by our instructional teams.
• A check-in sheet for each half-day of attendance is provided at the end of the training, along with a course completion certificate if the trainee attended the entire session.
• The main teaching aids and instructional methods used in the training are audiovisual aids, documentation and course material, hands-on application exercises and corrected exercises for practical training courses, case studies and coverage of real cases for training seminars.
• At the end of each course or seminar, ORSYS provides participants with a course evaluation questionnaire that is analysed by our instructional teams.
• A check-in sheet for each half-day of attendance is provided at the end of the training, along with a course completion certificate if the trainee attended the entire session.
TERMS AND DEADLINES
Registration must be completed 24 hours before the start of the training.
ACCESSIBILITY FOR PEOPLE WITH DISABILITIES
Do you need special accessibility accommodations? Contact Mrs. Fosse, Disability Manager, at psh-accueil@orsys.fr to review your request and its feasibility.
This programme is an original creation, developed by the teaching teams at ORSYS Formation. Any reproduction, representation, adaptation or use, in whole or in part, without the prior written authorisation of ORSYS, is strictly prohibited. ORSYS reserves the right to take any action necessary to protect its intellectual property rights.
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Remote class
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Date garantie en présentiel ou à distance
Session garantie
This programme is an original creation, developed by the teaching teams at ORSYS Formation. Any reproduction, representation, adaptation or use, in whole or in part, without the prior written authorisation of ORSYS, is strictly prohibited. ORSYS reserves the right to take any action necessary to protect its intellectual property rights.