Excel formulas and cleaning

How to clean data and build formulas with Copilot and Excel?

  • Microsoft Copilot
  • Microsoft Excel

1250 € per session, excl. VAT

In short

This training is for professionals in finance, operations, and administration. Participants learn to use Copilot and Excel to organize raw data, identify inconsistencies, and generate formulas. The outcome is a usable table, with understood and verified formulas, leading to improved decision-making based on reliable data.

Why this training?

The problem
Fragmented uses and results that are hard to verify.
What it costs today
Manual rework and decisions based on incomplete information.
Why this skill
An Excel table with tested formulas and results.
What you gain
An Excel table with tested formulas and results.

Objectives of this training

  • Organise data into a usable table.
  • Identify duplicates and inconsistent values.
  • Describe a calculation in plain language.
  • An Excel table with tested formulas and results.

Who is it for and what are the prerequisites?

Roles and tasks concerned

  • Finance and management accounting
  • Procurement, operations and logistics
  • Assistants and administrative teams

Prior skills

  • AI Fundamentals and AI Prompting completed, or equivalent experience (a learning prerequisite, not a registration condition).
  • Have practised: Understand Microsoft 365 Copilot and get started, or have equivalent skills. Distinguish Copilot Chat from integrated Microsoft 365 Copilot. Word, Outlook, Excel, PowerPoint and the complete dossier require an eligible paid Microsoft 365 Copilot licence, work account, compatible apps, administrator approval and authorised work data.
  • A paid subscription to an AI solution offering the features used, the organisation’s authorisation for third-party tools, and the actual accounts and access rights.

To prepare before the session

  • Distinguish Copilot Chat from integrated Microsoft 365 Copilot. Word, Outlook, Excel, PowerPoint and the complete dossier require an eligible paid Microsoft 365 Copilot licence, work account, compatible apps, administrator approval and authorised work data.

What you will work on

  1. Prepare

    Organise data into a usable table.

  2. Clean

    Identify duplicates and inconsistent values.

  3. Formulate

    Describe a calculation in plain language.

  4. Check

    Test known cases and boundary values.

What you take away

  • A clean table with explained and verified formulas.

Method and assessment

  • Demonstration of available features, guided exercises and an independent case.
  • Peer review of the deliverable and correction against original sources.

The participant presents the stated deliverable, justifies sources and permissions, identifies and corrects an error and explains limitations. Assessment rubric: accuracy, traceability, access control and handover to a colleague.

Frequently asked questions

What concrete outcome is assessed?

An Excel table with tested formulas and results.

What access is needed before the session?

Distinguish Copilot Chat from integrated Microsoft 365 Copilot. Word, Outlook, Excel, PowerPoint and the complete dossier require an eligible paid Microsoft 365 Copilot licence, work account, compatible apps, administrator approval and authorised work data.

Which step should come before this course?

Have practised: Understand Microsoft 365 Copilot and get started, or have equivalent skills.

How are data protected and results validated?

Use fictional, anonymised or explicitly authorised data. Your organisation’s designated person checks sources, rights and results before use; subscriptions and external access are not assumed to be included.

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