Using Copilot in Microsoft Excel for Lawyers

Learn the four key prompt components—Goal, Context, Sources, and Expectations—that help Copilot deliver accurate results. Master the dos and don’ts of natural language prompting to communicate clearly with your AI assistant.

Explore licensing requirements and access setup for Copilot in Excel, including OneDrive and SharePoint integration. Discover how to use the Web and Work tabs in Copilot Chat to research information and access internal organizational data.

Master the forward slash shortcut to reference and combine data from multiple files into one master spreadsheet. Learn to issue precise prompts that extract and organize legal data with specific column headers and formatting.

Use Copilot to highlight duplicate values in your data through conditional formatting. Learn the step-by-step process for safely removing duplicates while maintaining data integrity in your legal spreadsheets.

Understand the data requirements for optimal Copilot performance, including converting ranges to structured Excel tables. Learn to format dates, currency, and text while safely separating combined data columns without causing reference errors.

A short break to refresh before continuing with the remaining sessions. Use this time to review notes and prepare questions for the upcoming material.

Discover how Copilot applies conditional formatting to identify blank cells and data meeting specific criteria. Learn to ask direct questions about your data to quickly locate key information and outliers.

Apply basic and advanced filters including top percentage filters and multi-level sorting through natural language prompts. Learn to clear existing filters and build complex filter combinations for precise data views.

Let Copilot generate formulas for basic calculations, conditional logic with IF statements, and lookup functions. Master date calculations and learn to create reference tables for flexible, maintainable spreadsheet solutions.

Create pivot tables and professional charts using Copilot’s suggested prompts and advanced Python analysis mode. Learn to translate complex analysis into plain language conclusions that can be shared with colleagues.

Use Copilot Chat to export formatted reports from Excel into Word documents and PDF files. Learn techniques for maintaining formatting, colors, and number styles when transferring data between applications.