Course Outline
Module 1 – Advanced Excel for Decision-Making (6 hours)
- Advanced formulas and functions (INDEX/MATCH, XLOOKUP, IF, nested formulas)
- Data analysis tools: PivotTables, PivotCharts, and Power Query basics
- Automation with macros and Copilot suggestions
- Creating dashboards and reports for leadership insights
- Practical exercises applied to healthcare and management scenarios
- Professional slide design and storytelling techniques
- Effective data visualization and use of charts
- Integration with Excel and Copilot-generated presentations
- Tips for engaging executive audiences
- Final project: presentation building using Copilot
- Creating and formatting professional reports and proposals
- Templates and styles for consistency and efficiency
- Integrating Copilot for writing, summarizing, and editing content
- Collaboration tools and version control
- Practical exercise: building a leadership report
- Advanced email and calendar management techniques
- Rules, categories, and automation for efficiency
- Copilot for drafting, summarizing, and scheduling assistance
- Integration with Teams and other Microsoft 365 tools
- Leadership-focused time management strategies
- Overview of Copilot across Microsoft 365
- AI-assisted task automation in Excel, Word, and Outlook
- Prompt design for effective Copilot usage
- Ethical use of AI and data privacy best practices
- Hands-on practice: creating workflows using Copilot
Module 2 – PowerPoint for Impactful Presentations (6 hours)
Module 3 – Word for Professional Documentation (6 hours)
Module 4 – Outlook for Productivity and Team Organization (6 hours)
Module 5 – Microsoft Copilot in Leadership Workflows (6 hours)
Summary and Next Steps
Requirements
- A solid understanding of basic data management and reporting concepts
- Prior experience with Microsoft Office applications including Excel, Word, PowerPoint, and Outlook
- Familiarity with online collaboration tools such as Teams or OneDrive
Audience
- Managers and decision-makers looking to boost productivity using Microsoft 365 and Copilot
- Professionals tasked with preparing reports, presentations, and documentation for leadership
- Teams seeking to leverage AI tools for automation and strategic insight generation
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 8000 € + VAT*
Contact us for an exact quote and to hear our latest promotions
Testimonials (2)
Flexibility in the course delivery and the interactive approach. The trainer was open to questions, clarified doubts clearly and also considered participants suggestions during the sessions. The training was well structured and informative.
Soundarya Mohan - Mizuho Bank Europe N.V.
Course - Financial Analysis in Excel
the trainer's patience,