Lesson 5 · Pro

Excel: analysis without the formulas

Use Copilot in Excel's edit, plan and chat modes to understand a workbook, build pivots and charts, classify text and run Python forecasts.

Last checked 8 Nov 2026

Pro lesson

Tool plan needed: M365 Copilot (Basic or Premium) label

By the end: By the end: you've had a workbook explained, built a PivotTable and chart, classified a column of comments, and checked exactly what Copilot changed.

20 min

Works on: personal, work_free, m365_copilot

Steps in this lesson

1. Open Copilot in Excel and pick a mode
2. Get a workbook explained
3. Build a PivotTable and chart
4. Classify a column of comments
5. Forecast with Python, no coding
6. Check exactly what Copilot changed

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