CPDStore

This session explores how Copilot in Excel can speed up one of the most time-consuming stages of working with data: getting it into shape for analysis. Using both Copilot Chat and Edit with Copilot get, clean and prepare data.

In this session Alan Murray will cover the following topics: 

• How Copilot can help identify inconsistencies, gaps, and formatting issues in Excel data.
• Using Copilot to suggest formulas for cleaning text, dates, numbers, and categories.
• Using natural language prompts with Copilot Chat to complete tasks.
• Editing and cleaning data directly with Copilot in Excel.
• Combining Copilot with core Excel features to prepare data for reporting and analysis.

By attending this session, you will, 

• Understand how Copilot can support data cleaning directly inside Excel.
• Learn how to prompt Copilot effectively for practical data preparation tasks.
• Gain confidence using Copilot to generate formulas and suggest next steps.
• Discover where Copilot fits best alongside existing Excel tools and techniques.
• Use Copilot to directly clean data, provide steps for a task or create code for your workflow.

This session will be of interest to accountants, finance professionals, and analysts who regularly import, prepare, or clean data — and want to learn how Copilot can assist with these processes.

Course level: Intermediate