Using Copilot to Clean, Analyse and Visualise Data in Excel
Cleaning, analysing and presenting data in Excel can take up a large part of the working day, from removing duplicates and fixing inconsistent formatting to building PivotTables and charts. Copilot in Excel lets you carry out many of these routine tasks using clear, plain-language prompts, but getting reliable results depends on preparing your workbook properly, asking the right questions and checking what Copilot produces.
This masterclass demonstrates how Copilot can be used to clean and standardise data, identify trends and outliers, and present findings in clear, professional visuals.
The session also covers effective prompting techniques and practical methods for validating Copilot’s output, ensuring results are accurate and suitable for sharing with colleagues and stakeholders.
Learning Outcomes
By the end of the session, participants will be able to:
- Prepare a workbook so Copilot can work with it effectively (Excel tables, clear headers, files saved to OneDrive or SharePoint).
- Write clear, specific prompts that produce usable results.
- Use Copilot to clean data: remove duplicates, fix inconsistent formatting, split and combine columns, and standardise text and dates.
- Use Copilot to analyse data: generate formulas, build PivotTables, summarise trends and identify outliers.
- Use Copilot to visualise data: create charts, apply conditional formatting and refine them with follow-up prompts.
- Verify Copilot’s output and recognise its limitations, so results can be trusted and shared with confidence.
Target Audience
This masterclass is designed for anyone who works with data in Excel and wants to save time on routine tasks and work more efficiently.
