Excel & Copilot Training for Teams
I recently received an inquiry about teaching a one-day intermediate Copilot class. It sounded interesting, but it also left me with a basic question: what would participants already know, and what …
Continue Reading about Beginner vs. intermediate vs. advanced Copilot in Excel →
Someone recently asked me how I keep up with all the changes to Microsoft 365 Copilot. Great question! I realized I didn't actually have a list of go-to resources, so I figured I'd put one …
Continue Reading about How to keep up with Microsoft 365 Copilot without getting overwhelmed →
For a finance team, finishing the spreadsheet is often just one part of finishing the report. Someone still needs to explain a variance, follow up on a question from the review meeting, draft the …
At nearly every public webinar I've run this year, somebody asks me some version of the same question: We don't have Copilot licenses. Is there anything we can actually do with AI in Excel? As …
For a while, using AI in Excel meant starting from scratch every time. You would explain what you wanted, Copilot would take its best guess, you would correct it, and the next day you would go through …
Continue Reading about How to work with skills in Copilot for Excel →
If you build reports for a living, you know the analysis is often the easy part. The slog comes afterward: recoloring charts to match the style guide, swapping fonts, fixing header fills, placing the …
Continue Reading about How to create branded Excel workbooks with Copilot skills →
