Lab 05 - Analyze HSSE performance with Copilot in Excel
| Item | Detail |
|---|---|
| Level | 100 |
| Duration | 20 minutes |
| Apps | Microsoft Excel, Microsoft 365 Copilot |
| Sample file | 09_Mock_HSSE_KPI_Dashboard.xlsx |
[!IMPORTANT] These labs use synthetic mock content only. Do not use real BP confidential information, employee data, supplier records, operational procedures, or restricted business data in prompts.
Scenario
You are preparing a short HSSE performance update for leadership using mock KPI data. You will ask Copilot to identify trends, create charts, and summarize areas requiring attention.
Exercise 1 - Summarize HSSE performance
Summarize HSSE performance in this workbook.
Focus on:
- Recordable incidents
- Near-miss reports
- Safety walks
- Training completion
- Open and closed actions
Exercise 2 - Create trend charts
Create charts showing trends for:
- Recordable incidents
- Near-miss reports
- Open actions
- Training completion percentage
Place the charts on a new worksheet named HSSE Dashboard.
Exercise 3 - Generate a leadership briefing
Create a short HSSE leadership briefing based on this workbook.
Include:
- Overall performance summary
- Positive indicators
- Areas requiring attention
- Recommended actions
- Questions for leadership
[!WARNING] Check that incident, near-miss, and action counts are not mixed together. These are different indicators and should not be combined without explanation.