From the course: Copilot in Excel: AI-Powered Financial Planning & Analysis
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Using Copilot in Excel to highlight, filter, and sort data
From the course: Copilot in Excel: AI-Powered Financial Planning & Analysis
Using Copilot in Excel to highlight, filter, and sort data
- [Instructor] Now that we have the data and formulas we want, it's time to conduct some further analysis. I want to highlight, filter, and sort my data so that it's more meaningful. First, I want to highlight the transactions where the total discount is greater than 10% of the order total. Well, unfortunately, the way that my data is set up, I can't do that yet, so I'm going to need to add in a new column that looks at the total discount as a percentage of my order total, and then I'm going to prompt Copilot to highlight the deeply discounted transactions. Let's go over to my home ribbon, over to Copilot, and let's prompt. I'm going to prompt, "I want to determine which sales transactions had the highest discounts. Add a new formula column that calculates the total discount as a percentage of the order total." Okay, so it has made one suggestion for a formula column for column Q. Let's go over there. It has correctly understood that I want a discount percentage, to calculate the…
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Contents
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Getting started with data functions and insights in Copilot5m 14s
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Using Copilot in Excel to add and manage formula columns8m 32s
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Using Copilot in Excel to highlight, filter, and sort data8m 53s
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Challenge: Intelligence and interpretation of data1m 52s
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Solution: Intelligence and interpretation of data5m 51s
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