In this 1 project-based course, you will learn how to use Microsoft Copilot in Excel Online to generate high-quality operational datasets, create automated calculations and dynamic conditional formatting using natural language, and build reusable Prompt Playbooks to streamline your monthly reporting pipeline. Please note that to fully participate and follow along with the practical exercises, an active Microsoft Copilot subscription that enables integration with Excel is required.

Automate Monthly Reports with Copilot in Excel

Automate Monthly Reports with Copilot in Excel

Instructor: Anton Voroniuk
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Included with
Recommended experience
What you'll learn
Generate a realistic monthly operational dataset directly within Excel Online using targeted role-based prompts.
Construct dynamic calculated columns and visual conditional formatting layouts entirely through natural language instructions.
Develop a reusable Prompt Playbook pipeline to seamlessly automate and replicate the monthly reporting workflow for future cycles.
Details to know

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May 2026
Only available on desktop
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About this Guided Project
Learn step-by-step
In a video that plays in a split-screen with your work area, your instructor will walk you through these steps:
Generating Raw Data & Setting Up the Environment
Data Cleaning, Formatting, and Structuring via AI
Deep Data Analysis & Insight Extraction
Creating the Automation Workflow & Prompt Playbook
Recommended experience
Experience with AI is not required.
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How you'll learn
Skill-based, hands-on learning
Practice new skills by completing job-related tasks.
Expert guidance
Follow along with pre-recorded videos from experts using a unique side-by-side interface.
No downloads or installation required
Access the tools and resources you need in a pre-configured cloud workspace.
Available only on desktop
This Guided Project is designed for laptops or desktop computers with a reliable Internet connection, not mobile devices.
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