Excel Copilot

Excel Copilot is the next step in fulfilling the long-term promise of AI: to work smarter and faster. Copilot assists Excel users with data analysis by formatting the data, creating graphs, generating Pivot Tables, summarising information and identifying trends.

This series is made up of 6 videos that will take you through how to ask Excel Copilot to perform specific tasks using natural language queries to get quick, in-depth insight into your business data.

Please note that you will need to have the appropriate licensing from Microsoft to use Excel Copilot.

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SalesData.xlxs

Overview of Excel Copilot: Understand what Excel Copilot is, including its various versions and compatibility with Microsoft products.
Navigating the Interface: Learn how to navigate the interface and use the features of Excel Copilot effectively.
Version Differences: Discover the differences between the free, Pro, and Enterprise versions of Copilot and which is best suited for your needs.

Tutorial 1

Welcome to our comprehensive Excel Copilot tutorial series! These tutorials are designed to guide you through the innovative features of Excel Copilot, enhancing your proficiency with this powerful tool. From basic functionalities to advanced features, each tutorial dives deep into the capabilities of Excel Copilot, ensuring you can leverage its full potential.

Setup and Configuration: Learn how to properly set up your Excel environment to use Copilot, including ensuring you have the right licenses and settings.
Data Management: Understand how to manage and format data in Excel to make it compatible with Copilot’s capabilities.
Using Copilot Features: Explore the various functionalities of Excel Copilot, such as adding formula columns, highlighting data, sorting, filtering, and analyzing data directly within Excel.

Tutorial 2

This detailed tutorial series focuses on setting up and mastering Excel Copilot. Whether you are a beginner or an experienced Excel user, these tutorials will guide you through configuring Excel to optimally utilize Copilot’s features. Each video is designed to build your understanding and efficiency in manipulating and analyzing data using Excel Copilot.

Interactive Steps: Follow along step-by-step demonstrations of each step live in Excel, offering practical tips and detailed explanations.
Real-Time Data Handling: Watch as data is loaded, formatted as a table, and manipulated using Copilot’s AI features.
Questions and Commands: Learn how to interact with Copilot using natural language queries to perform tasks efficiently.
Future Capabilities: Get a sneak peek into upcoming tutorials that will cover more advanced features and use cases.

Sorting Data: Learn how to use Excel Copilot to sort various data types from text to dates, ensuring your data is organized exactly how you need it.
Advanced Filtering: Discover how to apply complex filters to your data, including numeric filters and custom text filters, to focus on specific segments.
Interactive Queries: Explore how to interact with Excel Copilot using natural language to perform sorting and filtering tasks efficiently.

Tutorial 3

This tutorial focuses on enhancing your data manipulation skills using Excel Copilot's sorting and filtering capabilities. Whether you're sorting customer data alphabetically or filtering out specific product categories, this tutorial will show you how Excel Copilot can streamline these processes.

Practical Examples: See real examples of how to sort customer states alphabetically and filter for technology products only, making your data analysis tasks simpler and more intuitive.
Troubleshooting Tips: Get useful tips on how to ensure your filters and sorts work as expected, including how to handle existing filters.
Understanding Copilot Responses: Gain insights into how Excel Copilot processes your requests and provides feedback, enhancing your ability to use this tool effectively.

Basic Highlighting Techniques: Discover how to highlight data based on simple conditions like text content or numeric thresholds.
Advanced Conditional Formatting: Learn to apply complex highlighting rules such as data bars, color scales, and icon sets to visualize data distinctions clearly.
Custom Queries for Highlighting: Explore how to instruct Excel Copilot through natural language to execute specific highlighting tasks tailored to your data analysis needs.

Tutorial 4

This insightful Excel Copilot tutorial delves into advanced data highlighting techniques. Building on our previous sessions on sorting and filtering, this tutorial will demonstrate how to effectively use Excel Copilot to apply conditional formatting-like highlights to your data, making your spreadsheets more intuitive and visually appealing.

Step-by-Step Instructions: Follow detailed guidance on setting up and customizing data highlights, from simple color changes to complex conditional formats.
Practical Applications: See how Excel Copilot can assist in making data stand out for better analysis, using top ten, above average, and specific percentile highlighting.
Troubleshooting Tips: Learn how to troubleshoot and refine your highlighting queries to ensure that Excel Copilot responds accurately.

Creating Summary Tables: Learn how to use Excel Copilot to aggregate data into summary tables, displaying total, average, and maximum values by categories such as regions or product types.
Generating Graphs: Discover how to instruct Excel Copilot to create informative and visually appealing graphs, including column graphs and line graphs, tailored to specific data aspects.
Advanced Data Analysis: Explore complex analysis techniques such as creating pivot tables to generate insights based on customer sales data.

Tutorial 5

Explore the powerful analysis features of Excel Copilot in this detailed tutorial. Building upon our previous sessions on sorting, filtering, and highlighting, this video will demonstrate how to leverage Excel Copilot to ask sophisticated questions of your data, leading to insightful summaries, graphs, and pivot tables.

Hands-On Applications: See how to convert analysis results into actionable insights with pivot tables and graphical representations.
Query Optimization Tips: Gain insights into refining your queries to get the most precise answers from Excel Copilot, enhancing your analytical capabilities.
Insight Generation: Learn how to use Excel Copilot to not only analyze but also uncover deep insights from your data, such as identifying top-performing customers.

Understanding Formulas: Learn the basics of Excel formulas and how Copilot can assist in applying them to your data.
Date Manipulation: Discover how to extract and manipulate components of dates such as year, month, and weekday using specific formulas.
Dynamic Field Creation: See how to dynamically add new fields to your data set that are calculated from existing date fields.
Advanced Formula Use: Gain insights into more complex formula applications that allow for in-depth data analysis and visualization.

Tutorial 6

Dive into the functionalities of Excel Copilot, specifically focusing on how to utilize formulas within Excel. This tutorial builds on our previous sessions covering sorting, filtering, highlighting, and analyzing data. We will explore how Excel Copilot can assist in creating and applying various formulas to enhance your data manipulation and analysis skills.

Practical Demonstrations: How to create new fields for year, month, and weekday from an order date using Excel Copilot.
Formula Reviews: Learn how to review and understand the formulas suggested by Excel Copilot, ensuring you know how and why they work.
Real-World Applications: See examples of how these formulas can be used to generate meaningful insights, such as analyzing sales data by weekdays or creating complex pivot tables and graphs.