March 6, 2024

Copilot in Excel: Identify trends. Create powerful visualizations. With ease. 

by: Align

We have made it to Part 6 of our Copilot Guide blog series! In this edition, we will explore the ways that Copilot makes using Excel a breeze through models, analysis, and formula help.

To catch up on earlier editions of our Copilot blog series, click the links below:

excel video thumbnail graphicVideo: Analyze data easily with Copilot

Be more analytical using simple prompts.

Analyze, interpret, and visualize Excel data easily, with Copilot

Get help analyzing and exploring your data. Ask Copilot questions about your data in natural language, not just formulas. It’ll reveal correlations, propose what-if scenarios, and suggest new formulas based on your questions.

  • Edit your data using simple commands.
  • Discover insights from your data.
  • Create new formula columns.
  • Task Copilot with filtering content or creating a PivotChart.

excel copilot guide inline image

Get to work with Copilot in Excel

Get started with Copilot in Excel by clicking on the Copilot icon. Begin interacting with Copilot by selecting from the list of suggested prompts. For example:

  • Add a column to compare [FY24 sales] and [FY23 sales].
  • Are there any trends in my data?
  • Visualize this data.

Want to learn more about prompts? Visit the Copilot Lab, where we’ve collected a great set of prompts for you to try and share. With Copilot Lab, learn how to turn a good prompt into a great one, save your favorites, and get inspired to work in a whole new way.

Watch how Copilot makes exploring your data easier

Each brief video shows a simple tip to get Copilot working alongside you, right now.

Work Smarter, Not Harder

Copilot can simplify some of your more time consuming daily tasks into quick and easy undertakings - allowing you to redirect your focus to more meaningful tasks instead of wasting time with the mundane.

In the final part of our series, we will take a step back and highlight all of the ways Copilot works across all Microsoft 365 programs to make your days easier and more productive.

If you are interested in learning more about Copilot or would like to roll it out across your organization, reach out to our Managed Services team today

Learn more about Microsoft Copilot here.

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