Data Analysis and Visualization with Generative AI in Excel

This course is part of Microsoft 365 with Generative AI Professional Certificate

Instructor: Microsoft

Access provided by Maharaja Agrasen Institute Of Management

6,804 already enrolled

5 modules

Gain insight into a topic and learn the fundamentals.

22 reviews

Beginner level

Recommended experience

3 weeks to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

5 modules

Gain insight into a topic and learn the fundamentals.

22 reviews

Beginner level

Recommended experience

3 weeks to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

What you'll learn

Learn to manipulate and analyze data with Copilot.
Generate insights and create visualizations in Excel.
Summarize information and automate tasks using AI tools.

Skills you'll gain

Tools you'll learn

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

30 assignments

Taught in English

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This course is part of the Microsoft 365 with Generative AI Professional Certificate

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There are 5 modules in this course

In this course, it is necessary to have access to Microsoft 365 with Copilot enabled, although no prior experience with Copilot is needed. You'll explore how to use Copilot Pro and Microsoft 365 Copilot in Excel to work with data more efficiently. You'll learn to transform raw data into meaningful insights and eye-catching visualizations, all with the help of AI. You'll cover advanced techniques for manipulating data, generating insights, creating visualizations, and summarizing information using Copilot in Excel.

By the end of the course, you'll be able to: • Manipulate and analyze datasets using Copilot in Excel. • Generate valuable insights from a provided dataset. • Create effective data visualizations using natural language prompts with Copilot in Excel. • Synthesize and summarize information into concise, actionable formats. With these skills, you'll be ready to tackle data challenges confidently and enhance your productivity using Excel and AI-powered tools. Required Course Materials: A Copilot license is required to complete this course. If you don’t have a Microsoft 365 Personal or Family license, you can start a free 30-day trial using the link provided in the course.

In this module, you will explore how to prepare and organize data in Excel with Copilot. You will identify and analyze data types, apply data cleaning techniques, and use sorting and filtering tools to structure your data for analysis. You will also create and apply calculations and function formulas using Copilot, building a foundation for using Excel data more effectively in later modules.

What's included

9 videos17 readings7 assignments

9 videosTotal 52 minutes

Introduction to data analysis and visualization with Copilot in Excel4 minutes
Orientation in Excel8 minutes
Introducing data types in Excel5 minutes
Cleaning data in Excel7 minutes
Sorting and filtering simplified with Copilot6 minutes
Sorting data in Excel6 minutes
Dynamic data formula and function creation4 minutes
Automating text splits and formula columns7 minutes
Module summary: Data manipulation with Copilot in Excel4 minutes

17 readingsTotal 211 minutes

Setting up Microsoft 36525 minutes
Microsoft 365 Copilot troubleshooting guide8 minutes
Activate Copilot and utilize its capabilities to generate sample data10 minutes
Course syllabus: Data analysis and visualization with Copilot in Excel10 minutes
How to be successful in this course10 minutes
Course navigation: Enhanced image viewing10 minutes
Course navigation: Locating downloaded files6 minutes
Community discussion: Data analysis and visualization with Copilot in Excel10 minutes
Copilot in Excel: An environment overview12 minutes
Case study: Identifying and analyzing data types in Excel with Copilot10 minutes
Filtering data in Excel10 minutes
Cleaning and organizing your data14 minutes
Case study: Applying best practices for data subsetting with Excel Copilot20 minutes
Dynamic formulas and conditional logic20 minutes
Confirm Copilot's output14 minutes
Case study: Formula application with Copilot12 minutes
Additional resources: Data manipulation with Copilot in Excel10 minutes

7 assignmentsTotal 165 minutes

Activity: Using Copilot to identify and assign data types in Excel30 minutes
Knowledge check: Data cleaning and transformation15 minutes
Activity: Data cleaning and subsetting with Excel Copilot30 minutes
Knowledge check: Filtering and sorting15 minutes
Activity: Implementing a formula30 minutes
Knowledge check: Formula and function creation15 minutes
Module quiz: Data manipulation with Copilot in Excel30 minutes

In this module, you will explore how Copilot can help you identify patterns, trends, and insights in data. You will use PivotTables and Copilot to analyze data and uncover trends, and generate insights by combining data from multiple sources. You will also apply predictive analysis and forecasting techniques, learning how Copilot can help you anticipate future trends and turn data into clearer, more meaningful findings.

What's included

12 videos10 readings9 assignments

12 videosTotal 83 minutes

Introduction to PivotTables7 minutes
Creating PivotTables with Copilot6 minutes
Data cleaning and real-world pattern finding7 minutes
Advanced data cleaning and data preprocessing8 minutes
Pattern detection in sample data set8 minutes
Handling missing data with Copilot in Excel8 minutes
Accessing and transforming Word documents6 minutes
Extracting data from Powerpoint6 minutes
Preparing data for accurate forecasting6 minutes
Forecasting in Excel8 minutes
Advanced forecasting techniques in Excel8 minutes
Module summary: Insight generation with Copilot6 minutes

10 readingsTotal 119 minutes

Analyze data through use of pivot tables10 minutes
Case study: Exploring PivotTable insights with Copilot20 minutes
Advanced pattern and trend analysis10 minutes
Common data errors14 minutes
Case study: Navigating applied steps in data transformation10 minutes
Multi-source amalgamation10 minutes
Case study: Extracting insights across sources with Copilot20 minutes
Using Copilot to predict trends10 minutes
Case study: Making predictions with Copilot10 minutes
Additional resources: Insight generation with Copilot5 minutes

9 assignmentsTotal 210 minutes

Activity: Implementing a PivotTable30 minutes
Knowledge check: PivotTables and data modeling15 minutes
Activity: Working with applied steps30 minutes
Knowledge check: Trend and pattern identification15 minutes
Activity: Using Copilot to build insights from multiple sources30 minutes
Knowledge check: Cross-source data analysis15 minutes
Activity: Predicting future sales30 minutes
Knowledge check: Predictive analysis and forecasting15 minutes
Module quiz: Insight generation with Copilot30 minutes

In this module, you will explore data visualization in Excel with Copilot. You will create a variety of charts and graphs using natural language prompts, and work with Excel tables, including multi-table analysis, to organize your data effectively. You will also design interactive dashboards with Copilot's assistance, examining how different visualization choices affect the way data is communicated.

What's included

9 videos3 readings6 assignments

9 videosTotal 49 minutes

Selecting the appropriate chart type6 minutes
Customizing chart elements with Copilot in Excel6 minutes
Updating and refining charts5 minutes
Creating a table with Copilot6 minutes
Working with multiple tables in Excel5 minutes
Walk-through: Real-world multi-table analysis5 minutes
Preparing and structuring dashboard data6 minutes
Selecting dashboard display type5 minutes
Module summary: Data visualization with Copilot in Excel5 minutes

3 readingsTotal 37 minutes

Case study: Presenting data in Excel20 minutes
Adding interactivity to your dashboard10 minutes
Additional resources: Information summarization and reporting7 minutes

6 assignmentsTotal 135 minutes

Activity: Creating a chart in Excel30 minutes
Knowledge check: Basic chart creation15 minutes
Activity: Working with data30 minutes
Knowledge check: Advanced visualization techniques15 minutes
Knowledge check: Dashboard creation15 minutes
Module quiz: Data visualization with Copilot in Excel30 minutes

In this module, you will explore how data can be summarized and reported in concise, useful formats. You will synthesize data into concise, actionable summaries, and create executive summaries from datasets using Copilot. You will also generate reports and narrative insights from your data, focusing on how key points can be organized to support clear communication.

What's included

10 videos4 readings6 assignments

10 videosTotal 64 minutes

Using Copilot to determine the variety of summarization techniques6 minutes
Using Copilot to extract data and summaries from unstructured text6 minutes
Synthesizing insights from Excel sheets6 minutes
Case study: Exploring data insights with Copilot in Excel 8 minutes
Defining executive summaries6 minutes
Using Copilot to create and refine executive summaries6 minutes
Case study: Analyzing insights with Copilot8 minutes
An introduction into narrative insights7 minutes
Defining report generation4 minutes
Module summary: Information summarization and reporting6 minutes

4 readingsTotal 40 minutes

Crafting executive summaries with Copilot10 minutes
Using Copilot to generate insights15 minutes
Using Copilot to craft reports10 minutes
Additional resources: Information summarization and reporting5 minutes

6 assignmentsTotal 135 minutes

Activity: Data synthesis and insights with Copilot in Excel30 minutes
Knowledge check: Data synthesis and summarization15 minutes
Activity: Synthesizing insights and summarizing data with Copilot30 minutes
Knowledge check: Executive summary creation15 minutes
Knowledge check: Report and insight generation15 minutes
Module quiz: Information summarization and reporting30 minutes

In this module, you will bring together the core ideas from the course in a final data preparation and management context. You will synthesize and apply the skills and knowledge developed throughout the course to solve real-world data scenarios, considering how the main concepts connect across analysis, visualization, and reporting. You will also reflect on this content and on the learning path that lies ahead.