Microsoft Excel Copilot Tutorial

Overview

Kevin demonstrates how to use Copilot in Microsoft Excel to streamline spreadsheet tasks like formula generation, sentiment analysis, and dashboard creation, enhancing productivity for Microsoft 365 subscribers.

Requirements

• Microsoft 365 subscription is necessary to access Copilot and other integrated apps like Word, PowerPoint, Outlook, etc.
• AutoSave must be enabled by saving the Excel spreadsheet in the cloud (OneDrive or SharePoint).

Key Features of Copilot in Excel

1. Formula Writing: Automatically writes complex formulas such as XLOOKUP for pricing data without requiring knowledge of syntax.
2. Data Cleaning: Easily separates data into new columns and cleans formatting issues like inconsistent capitalization and extra spaces.
3. Advanced Sorting & Filtering: Provides easy sorting and filtering options based on specified criteria.
4. Summarizing and Visualizing Data:
   • Generates pivot tables for profit by region.
   • Creates line charts based on total revenue by month.

Advanced Analysis Using Python

• Generate word clouds for customer feedback to visualize sentiment.
• Perform sentiment analysis to quickly categorize feedback.
• Build comprehensive dashboards with multiple charts using Python integration for advanced data insights.

Using Copilot Prompt Gallery

• Access sample prompts to explore Copilot features, like explaining formulas, adding total rows, splitting text, etc.
• Learn how Copilot can assist with various Excel tasks by studying examples in the prompt gallery.

Tips for Excel Users

• Ensure you are on the "Current Channel" in the Microsoft 365 Insider program to utilize Python features.

Conclusion

Leverage Copilot to impress management by maximizing efficiency in data analysis tasks, potentially earning appreciation without additional effort.