Excel Tutorial for Beginners — Learn with Copilot AI (Free Tool!)

About this video

Kevin Stratvert demonstrates Microsoft Copilot Vision in Windows as a free, built-in Excel tutor that sees the shared screen and talks through tasks in plain English. After showing how to launch Copilot from the taskbar or install it from the Microsoft Store, he shares his Excel window (a Kevin Cookie Company sales file linked in the description) and asks Copilot for a data summary covering products, regions West/East/Central, units sold, revenue, and returns. Copilot identifies the sugar cookie as the lowest-selling product with high returns and a candidate to cut. He then follows Copilot’s spoken step-by-step guidance to use AutoSum to total units sold (described as almost 11,000 cookies in January), use XLOOKUP via the function arguments dialog to fill product names from product IDs with a ’not found’ fallback, build a pivot table summarizing units sold by region, and create a column chart to compare regions. He notes you can change Copilot’s voice in settings, that it occasionally got stuck or misunderstood, and that it also works in Word, PowerPoint, and on websites, with future highlighting of on-screen areas promised rather than just verbal directions.

Key takeaways

• Copilot Vision works by screen-sharing a specific app window, so it can explain visible data and guide actions without the user writing formulas first
• It can summarize a table conversationally and make a recommendation, such as flagging the lowest-selling, high-return product to consider cutting
• Guided steps cover core Excel skills: AutoSum for totals, XLOOKUP for lookups by ID, pivot tables grouped by region, and column charts for comparison
• Voice can be changed via the mic/settings controls, and the tool is presented as free and usable beyond Excel in Word, PowerPoint, and browsers
• The creator notes limitations: Copilot sometimes got stuck or misunderstood, and screen highlighting to show where to click was a future promise, not a current feature in the demo

Episode details: published July 14, 2025 · 7:35 long. Summary written by Self Growth Videos from the episode itself. Business results and any income figures mentioned are Kevin Stratvert’s own claims, shared for education — they are not typical or guaranteed.

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