Microsoft Copilot Chat in Practice: From Data to Decisions
Live Online | Practical and Interactive | 2.5-Hour Workshop
What if you could analyse a spreadsheet in plain language, uncover the patterns that matter, and turn your findings into a leadership-ready presentation, without writing a single formula?
This practical, hands-on session shows you how to use Microsoft Copilot Chat to move from raw business data to clear insights and decision-ready content.
This is not a theory lecture. You will type along from the first minute, working in pairs on a realistic project portfolio dataset. You will learn how to write prompts that produce useful results, identify patterns and anomalies in your data, and turn your findings into concise messages for senior leadership.
By the end of the session, you will have worked through the complete journey from data → analysis → insight → presentation and practised techniques you can apply to your own work.
This session is for professionals who work with data and need to turn it into clear messages for decision-makers, without relying on formulas, code or specialist analysts.
It is particularly well suited to:
- Managers and team leaders who need to turn data into insights and recommendations for senior leadership
- Project, programme and operations professionals who work with portfolio, performance or status data and spend significant time preparing reports and updates
- Finance, HR, sales, marketing and other functional specialists who work with spreadsheets and want to reduce manual analysis and reporting effort
- Business analysts and support professionals who prepare content for executives and want to work more efficiently
- Professionals who are new to Copilot and want hands-on experience using it effectively and responsibly in their everyday work
No technical or data analysis background is required, and you do not need previous experience with Copilot.
By the end of the workshop, participants will be able to:
- Use Microsoft Copilot Chat to analyse business data using natural-language prompts rather than formulas or code.
- Write and refine effective prompts to uncover relevant insights and get more useful outputs.
- Evaluate and validate AI-generated analysis before using it in business decisions or presentations.
- Turn data into clear, decision-ready messages tailored to a senior leadership audience.
- Use Copilot to accelerate reporting and presentation preparation in their everyday work.
1. Analyse Data with AI
- Upload and explore an Excel dataset using Microsoft Copilot Chat
- Use plain-language prompts to identify patterns, trends and anomalies
- Ask follow-up questions to investigate the data more deeply
- Check and validate AI-generated results
2. Write Prompts That Work
- Understand what makes a prompt effective for data analysis
- Move from broad questions to specific, targeted requests
- Refine Copilot’s responses by specifying the format, audience and level of detail required
- Chain prompts to turn initial findings into more focused insights
3. From Data to Executive Insight
- Identify the key messages emerging from the analysis
- Turn findings into concise insights and recommendations
- Adapt outputs for a senior leadership audience
- Draft slide titles, bullet points, speaker notes and talking points
4. Build a Leadership-Ready Presentation
- Bring individual insights together into a coherent story
- Use Copilot to shape analysis into presentation content
- Review and refine the final output as a team
- Discuss how the same approach can be applied to participants’ own data and reporting tasks
Sunny Sangha - With 20 years of professional experience spanning technology, foreign exchange, retail, software and finance, Sunny brings extensive practical expertise in Agile transformation, technology adoption, AI and organisational change.
Benefit from the knowledge of our experts
Access to articles and know-how is free of charge. Learn about our working methodology – transferring knowledge through real-life examples:
AI Inspirations Training Webinar
Free training webinar where you’ll learn why it’s crucial to experiment with GenAI today, even if your organization hasn’t implemented these technologies yet.
AI Assistants for Business: Practical Use Cases & Opportunities
Join this Free Live webinar and learn about AI Assistants in business: what they are, where they deliver the most value, and how they can help employees save time, improve quality, and make better decisions.
