How to Use Microsoft Copilot AI in Excel

Microsoft 365 Copilot in Excel is a game-changer for businesses, helping users analyze and manage data with ease. Whether you’re in Robertsdale, Pensacola, or Mobile, leveraging AI-powered tools like Copilot can save time and improve accuracy in your spreadsheets. Here’s how you can maximize its capabilities.

Getting Started with Copilot in Excel

To use Copilot, open a workbook stored on OneDrive or SharePoint and click the Copilot button in the ribbon. You can either enter a custom prompt or select a cell to receive suggested prompts.

Examples of Prompts You Can Use:

• “Create a bar graph showing sales growth between Q2 and Q3.”
• “Highlight the top three values in the Annual Sales column.”
• “Add a column calculating the percentage difference between column A and column C.”

Analyzing Data with Copilot

Copilot can provide insights by identifying trends, outliers, and patterns in your data. Just type a query in the Copilot pane, such as:

• “Show rating by product.”
• “What are the top three states for total sales in Q1?”
• “Which product had the highest sales in Florida?”

Copilot generates visual representations like charts, PivotTables, and summaries, making data analysis quick and intuitive.

Sorting, Filtering, and Highlighting Data

Copilot can streamline data organization with just a few commands:

• Sorting: “Sort engagement rate from smallest to largest.”
• Filtering: “Filter to show only items due next week.”
• Highlighting: “Bold the highest values in the ‘Units Sold’ column.”

These capabilities help businesses focus on critical data points without manual effort.

Generating Formulas with Copilot

If writing Excel formulas has ever slowed you down, Copilot simplifies the process. You can ask it to:

• “Calculate total cost per product in a new column.”
• “Sum up total sales for each category.”
• “Add a column calculating the number of days since the product launch.”

Copilot not only suggests formulas but also explains how they work, ensuring accuracy and efficiency.

Summarizing Text with AI

Copilot’s Text Insights feature helps summarize textual data, making it easier to extract key information. Some useful prompts include:

• “Summarize customer feedback and identify major themes.”
• “Provide a professional summary of bug reports in two bullet points.”
• “Categorize these URLs based on their content.”

This tool is particularly beneficial for businesses dealing with large amounts of unstructured text data.

Boost Productivity with AI-Powered Excel

Microsoft Copilot in Excel is revolutionizing how businesses handle data, from financial projections to customer feedback analysis. By integrating AI into Excel, companies in Robertsdale, Pensacola, and Mobile can make data-driven decisions faster than ever.

Want to learn more about integrating Copilot into your business? Business Information Solutions is here to help. Contact us today to unlock the full potential of AI-powered collaboration tools!