Copilot in Excel: From Prompts to Repeatable Workflows | Quzeem Olamide

Speaker: Quzeem Olamide
Topic: Copilot in Excel: From Prompts to Repeatable Workflows

Abstract: Writing better prompts can improve your results. Configuring Copilot to understand your preferences, workbook standards, and business processes can transform the way you work.
In this session, we'll explore how to move beyond one-off prompts and leverage the latest customization capabilities in Copilot in Excel, including Personalization, Workbook Rules, and Skills, to create more consistent, reliable, and repeatable outcomes.

In this session, we will:

• Explore advanced capabilities of Copilot in Excel for data analysis, reporting, and dashboard creation.
• Use Personalization to make Copilot adapt to your preferred way of working.
• Implement Workbook Rules to standardize formatting, calculations, and reporting across files.
• Create Skills that automate repeatable tasks and business processes.
• Understand a practical framework for deciding when to use prompts, rules, personalization, or skills.

Profile:
Quzeem Olamide is a Data & Business Intelligence Analyst with experience spanning operations and business intelligence roles. He specializes in building end-to-end analytical workflows using Excel, SQL Server, and Power BI.

He is a 3x Microsoft Certified Professional, Power BI Data Analyst, and Fabric Data Engineer Associate, bringing a strong blend of technical expertise and practical business understanding to his work.

Connect with Quzeem: https://www.linkedin.com/in/olamidequzeem91/

See you in the online live class session!

RSVP: https://www.meetup.com/microsoft-excel-and-data-analysis-learning-community/events/316690946/

Joining link: https://vip.urbizedge.com/excel-live

(c) https://class.urbizedge.com

Recording of past sessions is available at https://www.youtube.com/playlist?list=PL0kdLm6FekrMWYBcervKPF_eAZk9dnoSI​​​​​​​