Getting Started with Copilot in Excel

Learn Microsoft Copilot in Excel: write prompts, analyze sales data, create charts and PivotTables, and review workbook changes.

PRACTICAL EXCEL + AI SKILLS

Ask a useful question.
Guide Copilot. Check the result.

Follow short demonstrations with the fictional Aloha Print Company workbook. Practice turning sales questions into summaries, charts and PivotTables you can inspect.

$25 USD · one-time purchase
Unlimited access to this course. No recurring charge. Community membership is separate.

You need eligible Microsoft Excel and Copilot access to follow along. Microsoft software and subscriptions are not included.

Put Copilot to work in your workbook.

Learn the useful part: how to ask, guide the response, and check the work before you use it.

01 · ASK

Make better requests

Name the columns and the result you need. Refine your prompt and ask a useful follow-up.

02 · GUIDE

Make the result useful

Use preferences and workbook rules. Explore sales summaries, editable charts and PivotTables.

03 · VERIFY

Check what changed

Compare outputs with the source. Review tracked workbook changes and question surprising results.

INSIDE THE ALOHA PRINT COMPANY EXAMPLE

A business question. A workbook result. A careful check.

Ask

“Show revenue by product category.”

Explore

Create a chart and PivotTable you can edit.

Check

Compare the categories and totals with the source table before sharing.

Practice uses fictional business data. Your AI-generated workbook and results may differ from the demonstration.

Before you enroll

This course is for people who can open an Excel workbook and navigate sheets and columns, and are new to Copilot.

  • Bring eligible Microsoft Excel and Copilot access with the features needed for the exercises. Microsoft software and subscriptions are separate.
  • Use a compatible desktop or web experience for workbook practice. Features vary by account, app and organization.
  • The Power BI lesson uses a report you have permission to access. You can watch the demonstration if you do not have an eligible report.

Course Curriculum

Billy Wigley

Billy “Mr. Aloha” Wigley helps people build practical Excel and AI skills they can use at work and in business. A Microsoft Certified Trainer since 2013 and Microsoft Office Specialist Excel Expert, he makes complex topics easier to understand through clear explanations, real-world examples and hands-on learning.

As an instructor, course creator and consultant, Billy brings a warm Aloha spirit and a skills-first approach to every lesson. Teaching in English and Spanish, he helps learners turn frustration into confidence and put their knowledge to work. His philosophy is simple: “Don’t Get Mad…Get Skills!”

What does $25 include?

A one-time purchase gives you unlimited access to Getting Started with Copilot in Excel. There is no recurring charge. Community membership and Microsoft software are not included.

Already a community member?

This course is included in the Practical AI + Easy Excel Community. Use your existing member account to access it instead of buying it again.

Open your course

Do I need to be an Excel expert?

No. Be comfortable opening a workbook and finding sheets and columns. We’ll focus on practical first steps with Copilot, using a continuing business example.

Will my results look exactly the same?

Copilot responses and generated practice data can vary. The important skill is checking the method, source data and result before using the output.

Have a question about access? Contact support.

Choose your course access

Standalone course · one-time payment · no recurring charge
Unlimited access to this course. Community membership is not included.

Getting Started with Copilot in Excel

$25 USD

  • Learn how to get started with Copilot in Excel and begin using AI directly inside your spreadsheets.

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Prefer learning with the community?

This course is also included in the Practical AI + Easy Excel Community: $20 USD per month or $200 USD per year. Membership is a separate recurring purchase.

Explore community membership · Already a member? Open your course