Excel with Copilot: Your AI-Powered Excel Partner | Puneet Gogia

SESSION TRACK:
Excel

SESSION OUTLINE:
In this session, we’ll get hands-on with using Co-Pilot in Excel with blogger and trainer, Puneet Gogia. We’ll explore how to write formulas, create PivotTables, and build charts — all with the help of Co-Pilot — to analyze and present your data more effectively. You’ll also learn how to write prompts that get the best results from Co-Pilot. Puneet will cover:

• How Copilot or Any AI Tool is Being Trained
• Preparing Data to Use in Copilot in Excel
• Add New Columns, Clean Data, and Sorting & Filtering
• PivotTables and Analyze Data
• Quickly Create Charts to Visualize and Analyze Data
• How Copilot in Excel Different from other AI Tools

SPEAKER PROFILE:
Puneet Gogia is the founder of Excel Champs, where he helps professionals master Excel with clarity and confidence. You’ll find him online sharing smart Excel tips, out on a run, or occasionally hiking up a mountain.

Connect with and follow Puneet online at:

• LinkedIn: https://www.linkedin.com/in/puneet-gogia/
• Website: https://excelchamps.com
• YouTube: https://www.youtube.com/@excelchamps/

TENTATIVE AGENDA (subject to change, all times listed are in Pacific Time):

• 8:45am Teams Meeting opens to attendees to begin joining
• 9:00am-9:05am Welcome and Meeting Overview
• 9:05am-10:05am Feature Presentation
• 10:05am-10:10am Meeting Wrap-up

REGISTRATION:
This meet-up will be hosted on Microsoft Teams, and will be recorded to share with others who were not able to attend live. You must RSVP for the event in order to access the Teams Meeting link.

JOINING THE EVENT:
Attendees can join the Teams Meeting starting at 8:45am on the day of the event. The link will be visible only if you RSVP beforehand.

Once the event gets underway at 9:00am, we ask that attendees make sure they are on MUTE, so background noise and distractions are minimized.

During the presentation, attendees can type questions and comments into the chat area, which will be monitored by the event hosts. There will be time for Q&A at the end, where attendees can un-mute their mic and even share their video to ask questions.

**NOTE: As mentioned above, this event will be recorded and shared online, so attendee information may be visible in the recording.