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⇱ Data Analysis and Visualization with Generative AI in Excel | Coursera


Data Analysis and Visualization with Generative AI in Excel

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Data Analysis and Visualization with Generative AI in Excel

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Gain insight into a topic and learn the fundamentals.
4.8

19 reviews

Beginner level

Recommended experience

3 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

Gain insight into a topic and learn the fundamentals.
4.8

19 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.

Details to know

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Assessments

30 assignments

Taught in English

Build your Business Essentials expertise

This course is part of the Microsoft 365 with Generative AI Professional Certificate
When you enroll in this course, you'll also be enrolled in this Professional Certificate.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate from Microsoft

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 learn how to manipulate and analyze data using Copilot in Excel. You’ll explore various data manipulation techniques, including creating efficient filters and custom sorts, generating and modifying formulas, and building comprehensive pivot tables with Copilot's assistance. This module also explores trend and pattern identification, providing you with the skills to generate valuable insights and data-driven narratives using Copilot's natural language processing. By the end of this module, you will be equipped to transform raw datasets into structured, insightful models and uncover key trends and patterns within your data.

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 170 minutes
  • Setting up Microsoft 36510 minutes
  • Microsoft 365 Copilot troubleshooting guide10 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 files10 minutes
  • Community discussion: Data analysis and visualization with Copilot in Excel10 minutes
  • Copilot in Excel: An environment overview10 minutes
  • Case study: Identifying and analyzing data types in Excel with Copilot10 minutes
  • Filtering data in Excel10 minutes
  • Cleaning and organizing your data10 minutes
  • Case study: Applying best practices for data subsetting with Excel Copilot10 minutes
  • Dynamic formulas and conditional logic10 minutes
  • Confirm Copilot's output10 minutes
  • Case study: Formula application with Copilot10 minutes
  • Additional resources: Data manipulation with Copilot in Excel10 minutes
7 assignmentsTotal 165 minutes
  • Module quiz: Data manipulation with Copilot in Excel30 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

Insight Generation with Copilot helps you analyze data, identify trends, and generate actionable insights using Microsoft Copilot. You’ll develop skills in uncovering patterns in Excel, combining and analyzing data across Microsoft 365 tools, building basic predictive models, and crafting data-driven narratives. Through hands-on activities, you’ll analyze datasets, integrate data from multiple sources, create forecasts, and generate written explanations, all while applying Copilot’s natural language processing capabilities for generating valuable insights.

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 95 minutes
  • Analyze data through use of pivot tables10 minutes
  • Case study: Exploring PivotTable insights with Copilot10 minutes
  • Advanced pattern and trend analysis10 minutes
  • Common data errors10 minutes
  • Case study: Navigating applied steps in data transformation10 minutes
  • Multi-source amalgamation10 minutes
  • Case study: Extracting insights across sources with Copilot10 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
  • Module quiz: Insight generation with Copilot30 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

This module focuses on mastering data visualization techniques using Microsoft Copilot. You’ll learn how to create a variety of charts and graphs, customize visualizations for clear communication, and design interactive dashboards. The lessons cover generating basic charts with natural language prompts, creating advanced visualizations like scatter plots and tree maps, and building interactive dashboards with multiple charts. Through hands-on activities, you'll strengthen your skills, enabling you to effectively use Copilot for dynamic and impactful data presentations in Excel.

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 30 minutes
  • Case study: Presenting data in Excel10 minutes
  • Adding interactivity to your dashboard10 minutes
  • Additional resources: Information summarization and reporting10 minutes
6 assignmentsTotal 135 minutes
  • Module quiz: Data visualization with Copilot in Excel30 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

This module equips you with the skills to synthesize data into clear, actionable insights and create impactful summaries and reports. You’ll learn how to distill data into key points, develop executive summaries, and generate comprehensive reports using Copilot. The lessons cover summarizing datasets into concise overviews, crafting executive summaries by extracting insights from Excel into Word, and producing detailed reports with narrative explanations and visualizations. Hands-on activities will give you practical experience in creating data-driven presentations and reports using Microsoft tools.

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 Excel8 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 35 minutes
  • Crafting executive summaries with Copilot10 minutes
  • Using Copilot to generate insights10 minutes
  • Using Copilot to craft reports10 minutes
  • Additional resources: Information summarization and reporting5 minutes
6 assignmentsTotal 135 minutes
  • Module quiz: Information summarization and reporting30 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

This module presents the final project you'll complete before successfully finishing the course. Along with the hands-on report, you’ll complete a self-review and course summary. You’ll also gain valuable insights into what you can expect once you’ve completed the course.

What's included

2 videos6 readings2 assignments1 plugin

2 videosTotal 8 minutes
  • Course recap: Fundamentals of Microsoft 365 Copilot5 minutes
  • Congratulations3 minutes
6 readingsTotal 90 minutes
  • About the final project10 minutes
  • Course project: Data analysis and visualization with Copilot in Excel40 minutes
  • About the final assessment10 minutes
  • Coursera community10 minutes
  • Showcase your skills10 minutes
  • Next steps10 minutes
2 assignmentsTotal 120 minutes
  • Self-review: Evaluating an the processed data output30 minutes
  • Course quiz: Data analysis and visualization with Copilot in Excel90 minutes
1 pluginTotal 30 minutes
  • Exemplar: Data analysis and visualization with Copilot30 minutes

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Showing 3 of 19

AF
·

Reviewed on Jun 16, 2026

Using Copilot for effective use of Excel was excellent.

AA
·

Reviewed on Sep 23, 2025

Great overall. Need to update one assignment for forcing the wrong answer

Frequently asked questions

This course is part of a professional certification program designed for anyone looking to learn how to use Copilot within Excel to work more efficiently. It’s suitable for professionals across various fields who want to boost their productivity with AI-powered tools in Excel. Whether you're new to Excel or already using it, this course will help you streamline tasks, analyze data, and visualize information more effectively with Copilot.

Basic proficiency in Microsoft 365 applications such as Word, Excel, PowerPoint, Outlook, and Teams is required. It is necessary to have access to Microsoft 365 with Copilot enabled, although no prior experience with Copilot is needed.

This program, designed by industry experts, helps individuals who regularly use Microsoft 365 applications in their work boost productivity with AI-assisted tools like Copilot. Ideal for office workers, managers, knowledge workers, project managers, business analysts, and content creators, it equips you with the skills to streamline workflows, enhance document creation, and improve collaboration across various industries. Upon completion, you will earn a professional certificate that demonstrates your expertise and boosts your career potential.

Whether you’re looking to start a new career or advance in your current one, Professional Certificates help you become job-ready. Apply your new skills through hands-on projects that showcase your expertise to potential employers, and earn a career credential to open new opportunities.

With Microsoft 365 Copilot skills, you can pursue roles such as administrative assistant, project manager, business analyst, content creator, and other positions that require proficiency in Microsoft 365 applications and AI tools.

This course is completely online. You can access your lessons, readings, and assignments anytime and anywhere via the web or your mobile device.

We highly recommend taking the courses of each certificate program in the order they are presented. The content in the courses builds on information from earlier courses. The final course contains a practice exam that assesses your knowledge of the content covered in the previous courses. As such, it makes the most sense to take the courses in the order they are presented.

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

When you enroll in the course, you get access to all of the courses in the Certificate, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Financial aid available,