Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Copilot in Excel can now edit your workbook directly, building tables, writing formulas, analyzing data, and creating dashboards from a prompt. This hands-on course shows you when to use each mode (Chat only, Plan, or Allow editing), how to clean exports, merge and compare files, and verify Copilot’s work. You’ll also use Excel’s built-in skills, install ready-made skills for tasks such as month-end reporting, and build your own skill for a recurring task.
This course requires a Microsoft 365 Copilot Premium (paid) license.
Key Takeaways
By completing this course, you will be able to:
- Pick the right Copilot mode (Chat only, Plan or Allow editing) and write prompts that get usable results in a workbook.
- Clean messy exports, create formulas, analyze data, and merge and compare Excel files without writing formulas by hand.
- Use Microsoft's built-in Excel skills to build dashboards, improve charts and audit a financial model.
- Run ready-made skills for month-end work: budget vs actual analysis, a dashboard and written variance commentary.
- Build, test and edit your own Copilot skill for a task you repeat every month.
- Check and correct Copilot's output before you rely on it.
Who Will Benefit
CPAs, controllers, accountants, financial analysts and auditors who work in Excel every week, beginner to intermediate with Copilot. Basic Excel is enough.
How to Access the Course
To access your course, visit the CPA Ontario Blackboard site and sign in using the same username and password used for the Registration Portal. You can also access your course through the Blackboard Learn app (iOS or Android).
Important: Course access begins on the date of purchase and remains available for the Access Time specified for the course under Dates and Location. Please review the access time before purchasing. Note that it may take up to 15 minutes after registration for the course to appear in Blackboard.
Registration, cancellation, withdrawal, and other CPA Ontario PD policies can be found here.
Speaker(s)
David Trahair, CPA, CA, is a financial trainer, best-selling author and CPA Magazine columnist. His books include Smoke and Mirrors, Enough Bull, Crushing Debt, Cash Cows, Pigs and Jackpots, and The Procrastinator’s Guide to Retirement. His views are totally independent because he does not sell any financial products. He currently operates his own financial training firm and offers seminars to organizations.