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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, Power Query basics
- Automation with macros and Copilot suggestions
- Creating dashboards and reports for leadership insights
- Practical exercises applied to healthcare and management scenarios
Module 2 – PowerPoint for Impactful Presentations (6 hours)
- 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
Module 3 – Word for Professional Documentation (6 hours)
- 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
Module 4 – Outlook for Productivity and Team Organization (6 hours)
- 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
Module 5 – Microsoft Copilot in Leadership Workflows (6 hours)
- 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
Summary and Next Steps
Requirements
- An understanding of basic data management and reporting concepts
- Experience with Microsoft Office applications such as Excel, Word, PowerPoint, and Outlook
- Familiarity with online collaboration tools such as Teams or OneDrive
Audience
- Managers and decision-makers seeking to enhance productivity using Microsoft 365 and Copilot
- Professionals responsible for preparing reports, presentations, and documentation for leadership
- Teams aiming to leverage AI tools for automation and strategic insight generation
30 Hours
Testimonials (2)
Very good contact with the instructor and his knowledge. Ability to respond to the needs of the trainees.
Anna Ratajska - Uniwersytet Warszawski
Course - Introduction to SharePoint 2016 for Collaboration and Document Management (authorized training course MS 55193)
Machine Translated
Best practices for building a data model and best practices for visual elements in a report not covered in official materials. Many examples from projects.
Abc Xyz
Course - Microsoft Power BI Data Analyst (szkolenie autoryzowane PL-300)
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