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Excel: how to analyze data and create formulas with Copilot

Copilot it’s theMicrosoft’s artificial intelligence which integrates perfectly with the main ones Windows programs. An advanced virtual assistant, which can support the user in the use of Wordrather than of PowerPoint o Excel.

There are different paths to follow to integrate Microsoft Copilot with the famous program for the creation and the management of spreadsheets.

Starting with a few preliminary operations linked to data analysis, up to the most complex functions. For example, those that involve the creation of particular views. But also those that have to do with in Excel formula filters.

  • 1. First steps on Excel with Copilot

    Copilot makes various features available to the user, which allow him to be more productive on Excel. Starting fromdata analysisuntil we get to creating charts. Without forgetting the suggestions relating to formula o alle table pivot.

    The individual use of Copilot depends above all on the amountthe quality and the distribution of information within the spreadsheet.

    The first thing to do is therefore to become aware of what is Excel and the use you want to make of it. Then you can move the cursor to ribbon of the program and look for the icon and item dedicated to Copilot.

    At this point all that remains is to start interact with artificial intelligence of Microsoft through the insertion of various requests. The first piece of advice in this sense is enrich the prompts with as many as possible details. In order to obtain a result truly in line with your expectations.

    For example, it is possible to select any one range of cells and ask Copilot to format it as a table. And to do so it may not even be necessary to enter a request.

    The artificial intelligence tool is in fact designed for analyze the selection independently of the user preceding the request. In this way offers suggested promptsin line with the most common needs based on the given selection.

  • 2. Work with Excel data with Copilot

    A large branch of using Copilot in Excel it deals with data analysis. And it is part of one of the main features of the tools artificial intelligence.

    This kind of tool is in fact capable of processing large or very large quantities of information in record time. And to use them according to the needs of the individual user.

    In the case of Copilot and Excel, this analysis could lead toextrapolation of common data. But also to preparation of in-depth studies more or less detailed.

    And, as a next step, this analysis can lead to data visualization and the above results in different forms: from the graph to the pivot table, via the summary, the trend or the outlier.

    Also in this case the quality of the final output it depends above all on the richness of the prompt. As well as the type of information present within the Excel spreadsheet.

    For example, the user could use artificial intelligence to do them automatically track all sales linked to a specification category product category, taking the factor into account tempo.

    Just as he might ask her to show a total related to the sale of a single product. Perhaps dividing this data based on ageographical area specific.

    Clearly this kind of result becomes possible only in the case in which the Excel sheet contain the right amount of information of departure.

    In the specific case, of information distributed between rows and columns that allow us to trace the name of a product. But also to the data of saleat geographical areas and you have time periods where it was sold.

    The discussion of data analysis on Excel often goes hand in hand with theirs highlightingtheirs sorting or the creation of filters ad hoc. And in this case too Copilot proves to be a precious ally.

    The user can in fact ask the artificial intelligence to highlight certain information through formatting. For example placing the most significant values ​​in bold of a spreadsheet.

    But also ordering them from smallest to largesto filtering them based on a specific condition. Which, returning to the case above, could have to do with thegeographical arearather than with the time factor.

  • 3. How to create Excel formulas with Copilot

    The Excel formulas they are gods advanced functions which relate the data contained within a spreadsheet. They refer to rules of mathematics and allow you to automate the execution of more or less complex calculations.

    Excel formulas are created by inserting the = character inside a cell. And then specifying a series of factors which vary from case to case.

    For example, the formula =SUM allows you to add automatically i values present within one cell selection. This formula can then be enriched in form =SUMIFwhich applies the calculation only when they occur certain conditions.

    Copilot it is the ideal tool for Quickly create complex formulas. Also because, as mentioned in the previous paragraphs, he carries out a ‘preventive selection analysis of cells by the user.

    This means that Microsoft’s artificial intelligence could identify numerical values ​​on your own. And that, consequently, it could to suggest independently to the user to perform a mathematical formula.

    Another interesting and useful aspect of Copilot is that it doesn’t just suggest Excel formulas. He even accompanies them with one concise explanation of their functioning. But above all gods results that allow you to achieve.

    Finally creating formulas can go hand in hand with other Copilot features. For example, the user could ask the AI ​​to apply the sum of a selection of values. But also of create a new table or chart ad hoc that shows the results obtained.

    To know more:

    • What is Excel and how to use online spreadsheets
    • Artificial Intelligence: what it is and what it can do for us

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