Module 08
Copilot in Excel Advanced + Analyst
Move beyond basic spreadsheet help into analysis plans, trends, outliers, scenarios, PivotTables, charts, dashboards, Analyst, and executive-ready decision reports.
Start module Course hubModule Outcomes
Analysis Planning
Translate broad business questions into hypotheses, data checks, analysis steps, and verification methods.
Executive Evidence
Use trends, outliers, scenarios, PivotTables, charts, and dashboards to support a decision.
Analyst Workflows
Use Analyst where available while keeping files, assumptions, methods, and review steps visible.
Lessons
- Lesson 08.1: From Spreadsheet Questions to Analysis PlansTurn vague business questions into structured analysis plans that Copilot, Excel, or Analyst can help execute.
- Lesson 08.2: Finding Trends, Outliers, and PatternsUse Copilot to look for trends, outliers, and patterns while avoiding false certainty.
- Lesson 08.3: Scenario Analysis and Forecasting PromptsUse Copilot to explore scenarios and forecasts as decision support, not as guaranteed predictions.
- Lesson 08.4: Building PivotTables, Charts, and Dashboards with Copilot HelpUse Copilot to design PivotTables, charts, and dashboard views that answer executive questions.
- Lesson 08.5: Getting Started with AnalystUse the Microsoft 365 Copilot Analyst agent where available for deeper data-analysis reports while keeping governance and verification visible.
- Lesson 08.6: Excel Advanced Capstone: Create an Executive Analysis ReportCreate a decision-ready executive report using Copilot, Excel, and Analyst-style review habits.
Module Capstone
Create an executive analysis report with data quality review, trends, outliers, scenario analysis, visual recommendations, assumptions, recommendations, and verification log.
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