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 BI and Data Analyst with hands-on experience in the marketing industry, where he has supported operational analytics, reporting automation, and the development of decision-support dashboards. He is a Microsoft Certified Power BI Data Analyst and Fabric Data Engineer Associate, bringing both technical expertise and practical business understanding to his analytics work.
Beyond his core analytics role, Olamide is a technical writer and educator with a passion for simplifying complex data concepts. He has authored analytics articles, delivered one-on-one coaching, and created learning resources for aspiring and practicing data professionals. He is dedicated to helping businesses and individuals harness data effectively for growth, clarity, and better decision-making.

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​​​​​​​