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This session demonstrates how Copilot in Excel can support analysis and reporting. From asking questions about a dataset to generating summaries, highlighting trends, and assisting with visual reporting, Copilot can get to work and help move work forward more quickly.

In this session Alan Murray will cover the following topics: 

• Using Copilot to ask questions about an Excel dataset and uncover trends or anomalies.
• Generating summaries, highlights, and key observations from data.
• Using Copilot to assist with analysis such as comparisons, variances, outliers, and category-level insights.
• Creating or refining tables, summaries, and visual outputs with Copilot.
• Combining Copilot with Excel reporting tools for more efficient analysis workflows.

By attending this session, you will, 

• Understand how Copilot can support analysis and reporting directly in Excel.
• Learn practical ways to generate clearer summaries and insights.
• Gain confidence using Copilot as an “analysis assistant” to guide your thinking.
• Build and edit PivotTables using straightforward natural language prompts.
• Create charts and other visual elements easily with Copilot.

This session will be of most interest to accountants, analysts, finance professionals and anyone who prepares regular reports or communicates insights from data. Copilot can enhance their current process.

Course level: Intermediate