Copilot and Python in Excel for Controlling
Smart tools for automation and data analysis
Contents
Introduction
- Overview of current trends in digital controlling.
- Introduction to Microsoft Copilot and Python functions in Excel.
- Data protection: GDPR and company guidelines for the use of AI tools.
Using Microsoft Copilot effectively
- Typical use cases for controllers report generation, comments, etc.).
- Tips for interacting with the AI assistant.
Python basics (for non-programmers)
- Development of an initial script for data analysis.
- Use existing libraries (e.g., Pandas) to optimize large data sets.
Practical workshop
- Automated budget planning with Python and Excel.
- Creating KPI dashboards—everything explained step by step!
Data protection and IT security when using new technologies
Discussion and exchange of experience
Learning environment
In your online learning environment, you will find useful information, downloads and extra services for this training course once you have registered.
Your benefit
- Understanding the basics of Microsoft Copilot: How does AI support everyday controlling tasks?
- Introduction to Python directly in Excel: From simple scripts to complex analyses.
- Practical application examples in controlling, such as report automation, creation of interactive dashboards, and execution of advanced scenario analyses.
- Gain confidence in using new technologies.
- Best practices for combining traditional methods with modern tools.
Further training in accordance with AI Regulation Art. 4 for the obligation to provide evidence of AI competence.
Methods
trainers, exercises, use cases.
Notes for this training event:
Online training: To participate effectively, we recommend working with two screens.
Technical requirements:
- Notebook/laptop with Windows 10/11, at least 8 GB RAM.
- Microsoft 365 with Copilot feature enabled (where available).
- Excel version 2309 or later (Python in Excel available in the Insider or Enterprise channel).
- Stable internet connection (at least 10 Mbit/s).
- Microsoft account with OneDrive access.
- Zoom client (for online participation).
Tool
Recommended for
controllers companies across all industries, as well as specialists and executives from the finance sector who want to expand their skills.
Prerequisites:
Basic knowledge of MS Excel is required; programming skills are not necessary!
42444
Start dates and details
Tuesday, 09.06.2026
09:00 am - 5:00 pm
Wednesday, 10.06.2026
09:00 am - 5:00 pm
Thursday, 24.09.2026
09:00 am - 5:00 pm
Friday, 25.09.2026
09:00 am - 5:00 pm
Monday, 16.11.2026
09:00 am - 5:00 pm
Tuesday, 17.11.2026
08:00 am - 4:00 pm
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.
Thursday, 18.03.2027
09:00 am - 5:00 pm
Friday, 19.03.2027
09:00 am - 5:00 pm
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.
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