Data Analysis and Visualization with Generative AI in Excel
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Data Analysis and Visualization with Generative AI in Excel
This course is part of Microsoft 365 with Generative AI Professional Certificate
Instructor: Microsoft
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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
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- 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 videos•Total 52 minutes
- Introduction to data analysis and visualization with Copilot in Excel•4 minutes
- Orientation in Excel•8 minutes
- Introducing data types in Excel•5 minutes
- Cleaning data in Excel•7 minutes
- Sorting and filtering simplified with Copilot•6 minutes
- Sorting data in Excel•6 minutes
- Dynamic data formula and function creation•4 minutes
- Automating text splits and formula columns•7 minutes
- Module summary: Data manipulation with Copilot in Excel•4 minutes
17 readings•Total 170 minutes
- Setting up Microsoft 365•10 minutes
- Microsoft 365 Copilot troubleshooting guide•10 minutes
- Activate Copilot and utilize its capabilities to generate sample data•10 minutes
- Course syllabus: Data analysis and visualization with Copilot in Excel•10 minutes
- How to be successful in this course•10 minutes
- Course navigation: Enhanced image viewing•10 minutes
- Course navigation: Locating downloaded files•10 minutes
- Community discussion: Data analysis and visualization with Copilot in Excel•10 minutes
- Copilot in Excel: An environment overview•10 minutes
- Case study: Identifying and analyzing data types in Excel with Copilot•10 minutes
- Filtering data in Excel•10 minutes
- Cleaning and organizing your data•10 minutes
- Case study: Applying best practices for data subsetting with Excel Copilot•10 minutes
- Dynamic formulas and conditional logic•10 minutes
- Confirm Copilot's output•10 minutes
- Case study: Formula application with Copilot•10 minutes
- Additional resources: Data manipulation with Copilot in Excel•10 minutes
7 assignments•Total 165 minutes
- Module quiz: Data manipulation with Copilot in Excel•30 minutes
- Activity: Using Copilot to identify and assign data types in Excel•30 minutes
- Knowledge check: Data cleaning and transformation•15 minutes
- Activity: Data cleaning and subsetting with Excel Copilot•30 minutes
- Knowledge check: Filtering and sorting•15 minutes
- Activity: Implementing a formula•30 minutes
- Knowledge check: Formula and function creation•15 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 videos•Total 83 minutes
- Introduction to PivotTables•7 minutes
- Creating PivotTables with Copilot•6 minutes
- Data cleaning and real-world pattern finding•7 minutes
- Advanced data cleaning and data preprocessing•8 minutes
- Pattern detection in sample data set•8 minutes
- Handling missing data with Copilot in Excel•8 minutes
- Accessing and transforming Word documents•6 minutes
- Extracting data from Powerpoint•6 minutes
- Preparing data for accurate forecasting•6 minutes
- Forecasting in Excel•8 minutes
- Advanced forecasting techniques in Excel•8 minutes
- Module summary: Insight generation with Copilot•6 minutes
10 readings•Total 95 minutes
- Analyze data through use of pivot tables•10 minutes
- Case study: Exploring PivotTable insights with Copilot•10 minutes
- Advanced pattern and trend analysis•10 minutes
- Common data errors•10 minutes
- Case study: Navigating applied steps in data transformation•10 minutes
- Multi-source amalgamation•10 minutes
- Case study: Extracting insights across sources with Copilot•10 minutes
- Using Copilot to predict trends•10 minutes
- Case study: Making predictions with Copilot•10 minutes
- Additional resources: Insight generation with Copilot•5 minutes
9 assignments•Total 210 minutes
- Module quiz: Insight generation with Copilot•30 minutes
- Activity: Implementing a PivotTable•30 minutes
- Knowledge check: PivotTables and data modeling•15 minutes
- Activity: Working with applied steps•30 minutes
- Knowledge check: Trend and pattern identification•15 minutes
- Activity: Using Copilot to build insights from multiple sources•30 minutes
- Knowledge check: Cross-source data analysis•15 minutes
- Activity: Predicting future sales•30 minutes
- Knowledge check: Predictive analysis and forecasting•15 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 videos•Total 49 minutes
- Selecting the appropriate chart type•6 minutes
- Customizing chart elements with Copilot in Excel•6 minutes
- Updating and refining charts•5 minutes
- Creating a table with Copilot•6 minutes
- Working with multiple tables in Excel•5 minutes
- Walk-through: Real-world multi-table analysis•5 minutes
- Preparing and structuring dashboard data•6 minutes
- Selecting dashboard display type•5 minutes
- Module summary: Data visualization with Copilot in Excel•5 minutes
3 readings•Total 30 minutes
- Case study: Presenting data in Excel•10 minutes
- Adding interactivity to your dashboard•10 minutes
- Additional resources: Information summarization and reporting•10 minutes
6 assignments•Total 135 minutes
- Module quiz: Data visualization with Copilot in Excel•30 minutes
- Activity: Creating a chart in Excel•30 minutes
- Knowledge check: Basic chart creation•15 minutes
- Activity: Working with data•30 minutes
- Knowledge check: Advanced visualization techniques•15 minutes
- Knowledge check: Dashboard creation•15 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 videos•Total 64 minutes
- Using Copilot to determine the variety of summarization techniques•6 minutes
- Using Copilot to extract data and summaries from unstructured text•6 minutes
- Synthesizing insights from Excel sheets•6 minutes
- Case study: Exploring data insights with Copilot in Excel•8 minutes
- Defining executive summaries•6 minutes
- Using Copilot to create and refine executive summaries•6 minutes
- Case study: Analyzing insights with Copilot•8 minutes
- An introduction into narrative insights•7 minutes
- Defining report generation•4 minutes
- Module summary: Information summarization and reporting•6 minutes
4 readings•Total 35 minutes
- Crafting executive summaries with Copilot•10 minutes
- Using Copilot to generate insights•10 minutes
- Using Copilot to craft reports•10 minutes
- Additional resources: Information summarization and reporting•5 minutes
6 assignments•Total 135 minutes
- Module quiz: Information summarization and reporting•30 minutes
- Activity: Data synthesis and insights with Copilot in Excel•30 minutes
- Knowledge check: Data synthesis and summarization•15 minutes
- Activity: Synthesizing insights and summarizing data with Copilot•30 minutes
- Knowledge check: Executive summary creation•15 minutes
- Knowledge check: Report and insight generation•15 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 videos•Total 8 minutes
- Course recap: Fundamentals of Microsoft 365 Copilot•5 minutes
- Congratulations•3 minutes
6 readings•Total 90 minutes
- About the final project•10 minutes
- Course project: Data analysis and visualization with Copilot in Excel•40 minutes
- About the final assessment•10 minutes
- Coursera community•10 minutes
- Showcase your skills•10 minutes
- Next steps•10 minutes
2 assignments•Total 120 minutes
- Self-review: Evaluating an the processed data output•30 minutes
- Course quiz: Data analysis and visualization with Copilot in Excel•90 minutes
1 plugin•Total 30 minutes
- Exemplar: Data analysis and visualization with Copilot•30 minutes
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Reviewed on Jun 16, 2026
Using Copilot for effective use of Excel was excellent.
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.
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