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Copilot in Excel & PowerPoint

Analyse data with natural language in Excel and generate entire presentations from a prompt in PowerPoint — covering the two apps where Copilot cuts the most time from output-heavy work.

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About Copilot in Excel & PowerPoint

Excel and PowerPoint are the two apps where most output-heavy knowledge work happens — analysing data and presenting it. Copilot in Excel lets users ask natural-language questions of their data, generate and explain complex formulas, identify trends and create charts without writing a single function. Copilot in PowerPoint can generate a complete, branded deck from a text prompt or a Word document, add and refine slides, write speaker notes and summarise a presentation — turning hours of slide-building into minutes.

These two apps are taught together because the workflow is often sequential: data is analysed in Excel, then communicated in PowerPoint. Upskilling teams on both AI layers in a single session gives them end-to-end capability. Best suited to analysts, finance teams, project managers, operations leads, marketers and anyone who regularly moves between spreadsheets and presentations to report findings or make the case for a decision.

Training Session

A focused session designed to build real-world skills fast.

Copilot in Excel & PowerPoint
  • Requirements for Copilot in Excel — formatting data as a table and licence prerequisites
  • Opening the Copilot pane in Excel and understanding what it can and cannot do
  • Asking natural-language questions about your data — "what were the top five results last month?"
  • Using Copilot to generate formulas — getting a formula with a plain-English explanation
  • Asking Copilot to identify trends, outliers and anomalies in a dataset
  • Adding a chart — describing the chart you want in plain language
  • Applying conditional formatting and highlighting with Copilot instructions
  • Sorting, filtering and segmenting data through natural-language instructions
  • Python in Excel with Copilot — using AI to generate Python analysis without coding
  • Limitations — what Copilot in Excel struggles with and when to use Power Query instead
  • Requirements for Copilot in PowerPoint — OneDrive storage and organisation theme
  • Generating a presentation from a text prompt — writing an effective creation prompt
  • Creating a deck from a Word document — turning a report or brief into a structured presentation
  • Adding and editing slides with Copilot — adding a slide, changing layout, reordering structure
  • Asking Copilot to improve a slide — refining content, fixing consistency and shortening bullet points
  • Generating speaker notes for an existing deck
  • Summarising a long presentation — getting a structured summary of key messages
  • Designer — AI-powered layout and design suggestions for individual slides
  • Responsible use — checking AI-generated data, charts and claims before presenting

Ready to train your teams on Copilot in Excel & PowerPoint?

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