Resources
A short demo, two short notes and the outline of every course. Free to watch or download, with no form and no sign-up.
Watch
One task, start to finish, on the kind of system export many teams get every month.
Copilot in Excel: a real export, start to finish
A real export that will not pivot, reshaped with Copilot, turned into a report, then asked the follow-up question that usually means starting again. About seven minutes.
Read
Short notes for team leads and training managers whose teams already have Copilot licences.
Where the hours go, and what one day changes
One page, PDF. The four places teams lose time each month, what that adds up to for a team of eight, and what one day of Copilot in Excel training changes.
Copilot in Excel: the adoption gap in the UK's own numbers
Two pages, PDF. Four UK government reviews of Microsoft 365 Copilot, and why people use it in Teams and Outlook but not in Excel.
Course outlines
What each one-day course covers, as a PDF you can pass on to your team or your training budget holder.
Copilot in Excel
One day on using Copilot with real reporting work: preparing data, building reports and answering follow-up questions.
Power BI Day 1
From a first look at Power BI Desktop to an interactive sales report, published to the Power BI Service. For Excel users new to Power BI.
Power BI Day 2
Share reports through dashboards, workspaces and apps, then add your own calculations with simple DAX, link tables and clean a messy export.
Excel Pivot Tables
Turn the report someone builds by hand every month into one that takes a few clicks, ending with an interactive dashboard.
Excel Power Query
Clean messy files once, save the steps, and run the same process again next month with one click. No coding.
Excel Power Pivot
Work with larger data in Excel: connect tables, build reusable calculations and learn the basics of DAX.
Want to talk it through?
We run one-day Copilot in Excel, Power BI and Excel training for teams in finance, operations, HR and sales, live online or at your offices. Tell us about your team and we will come back with a recommended approach and a no-obligation quote.
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