Excel

- [Instructor] Copilot in Excel can help you analyze, understand, and visualize the data in your spreadsheets. With a couple of prompts, you can have Copilot identify insights you might have missed, sort and highlight your data to make it more easily comprehensible or even generate formula suggestions. Now, we've spent some time talking about the ingredients of a good prompt, but what if you're not sure what to even ask Copilot to do? The Copilot panel in each of the M365 applications is a great place to have a chat with Copilot and have it provide suggestions on things you can do with the content in your document, slide deck or in the case of Excel, spreadsheet. So here I have this data in an Excel table and I'm trying to figure out how to engage with it to gain insight and better understand the data, but I'm not quite sure how to do that. Let's open up the Copilot panel. And here I'm just going to type, what are some things I can ask about this table? So if you're not sure what to ask Copilot, a good way to start is to ask it what you should ask. So you can see here that it's offered suggestions, telling me I can ask for insights or analysis of the data, such as the total budget or revenue, the average number of engaged users, the campaign with the highest revenue, and so on. So I might find one or more of these suggestions useful or they might just get me thinking about other things I can ask. For example, maybe after reading these suggestions, I might ask what is the most profitable campaign type? And Copilot has now provided that response and it even offers this button to add this information to a new sheet in my document. And if I click that, it's now generated this new sheet. And here's the PivotTable it created. Go back to the first sheet here, but maybe after looking at this, I'm thinking it might be more useful to see the data in a chart of some kind. So I ask Copilot to create a pie chart displaying the revenue of each campaign type. And Copilot gives me the information of the pie chart it created, and I can scroll to see that chart. And again, I can click add to a new sheet. And there's the new sheet with the pie chart and the table. Go back to the original sheet again. So I've just been kind of following this loose conversation with Copilot in Excel, letting it guide me with its suggestions on how to view and analyze my data. Notice, it even offers other follow-ups I can ask to continue the conversation. Another way to get prompts is to come down to the view prompts button, which you'll find in all the M365 apps Copilot panels and here you can look for prompts by these categories, which here in Excel, we have create, understand, edit, and ask. So for example, I could click create and maybe here I'll select generate a formula column suggestion. And now it's giving me the suggestion of adding an engagement rate column. And it tells me that this calculates the engagement rate of each campaign by dividing the number of engaged users by the total number of users targeted. And it even provides the actual formula here if I wanted to copy it and use it myself. But we also have the option here to insert column. And if I roll over that button, notice, it actually gives me a preview of what that will look like in my spreadsheet and I can just click insert column. And there's our new engagement rate formula column. So again, sometimes a good way to come up with prompts is to simply ask Copilot what you can do and follow its suggestions to see what might be useful to you in that moment.