How to do your first analysis with Copilot Pro in Excel?
Congratulations on your new Copilot Pro!
You’re on the edge of transforming your data analysis experience in Excel.
If you’re wondering where to start and how to harness the full potential of Copilot Pro in Excel, you’re in the right place.
This comprehensive guide will walk you through your first data analysis using Copilot Pro in Excel.
Plus, stay tuned for future articles where we’ll delve into using Copilot with other applications like Word, PowerPoint, OneNote, and Outlook.
Step 1: Input Your Data into Excel Copilot
Begin by entering your data into Excel. Whether it’s sales figures, customer data, or any other dataset, Copilot Pro is designed to handle it seamlessly. Here’s how you can input data efficiently:
Tip: Ensure your data is clean and well-organized for the best results.
Step 2: Access Copilot Pro
Navigate to the ‘Home’ tab in Excel. Look for the Copilot icon in the top right corner and click on it. This is your gateway to unlocking advanced data analysis.
Quick Fact: Copilot Pro is integrated into Excel, making it easily accessible.
Step 3: Select Your Data
Highlight the data you want to analyze. Copilot Pro works best when it understands the scope of your dataset.
Advice: Selecting the right data range is crucial for accurate analysis.
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Step 4: Convert Data into a Table
With your data selected, use Copilot Pro to convert it into a table. This step is vital for structured analysis.
Hint: Click “Convert” when the option appears after selecting your data. Copilot Pro will guide you through this process.
Step 5: Write Your First Prompt
It’s time to interact with Copilot Pro. Try prompts like “Show data insights” or “Show suggestions for formula columns”. You can also ask specific questions about your data.
Example: “What is the average sales figure for the last quarter?”
Step 6: Explore Further with Prompts
Continue experimenting with different prompts. For instance, try “Add all insights to grid” to see a comprehensive analysis of your data.
Experiment: The more you play with different prompts, the more insights you gain.
Your first venture into analyzing data with Excel’s Copilot Pro should now feel less daunting.
Remember, the key to mastering Copilot Pro lies in experimentation and understanding the nuances of your data.
Also created a video with these steps:
Getting Started with Copilot Pro for Finance and FP&A — YouTube
Up Next: Stay tuned for our upcoming articles where I will explore how to use Copilot Pro with other Microsoft applications.