From the course: Excel with Copilot: AI-Driven Data Analysis

Using Microsoft Copilot as an Excel formula tutor

From the course: Excel with Copilot: AI-Driven Data Analysis

Using Microsoft Copilot as an Excel formula tutor

- [Instructor] This course has explored using Copilot and Excel to enhance your productivity. Now let's talk about a related product that you might find equally handy, Microsoft Copilot. Microsoft Copilot extends beyond Excel, providing a comprehensive generative AI experience across all Office applications and more. While Copilot in Excel focuses on enhancing tasks within your spreadsheets, Microsoft Copilot offers additional functionalities to broaden your productivity horizon. For deep dive into Microsoft Copilot, I recommend checking out Nick Brazzi's LinkedIn learning course, Streamlining Your Work With Microsoft Copilot. Now, assuming you're using the paid business version, Microsoft Copilot uses your workplace data to generate insights and answer queries similar to what you've seen in Excel. It keeps your data secure within your organization, even as it accesses vast amounts of information trained on the GPT algorithm. So let's kick things off here without any exercise files. Just fire up Microsoft Copilot and follow along. Remember, your results will differ from mine since it customizes its responses based on our individual data. First up, let's throw out a general question to see how it can assist us in Excel. Let's ask, "What are some ways I can use you as an Excel tutor?" From my experience, it will provide some neat ideas and even links to relevant sources. (keyboard rattling) Next, why not dive a bit deeper? It's fascinating to see it generate a mini tutorial tailored just for your data. (keyboard rattling) Moving beyond specific functions, let's explore broader concepts like the differences between Office Scripts and VBA. When I used my own files to inquire about this, the explanation was a bit general, but still quite informative. (keyboard rattling) Next, imagine starting a project from scratch where you need help identifying key performance indicators or KPIs, setting up processes and more. Here, Copilot is invaluable. For example, if you want to track customer feedback from your consulting engagements, Copilot can guide you on which metrics to monitor and how to efficiently collect and analyze that data using tools like Forms and Excel. (keyboard rattling) (keyboard rattling continues) (keyboard clacking) (keyboard clacking) (keyboard clacking) Finally, you can also get help with specific Excel files. Right now, there isn't a straightforward way to upload or directly refer to files in Copilot. You can use the dash sign here and get some recently used files. But you can still ask it to try and identify a specific file in your repository, and I've had more luck with this. For example, I will ask it to search for the wages.xlsx workbook, and it usually manages to find it. (keyboard rattling) Once Copilot has located the file, I can ask it to help me get started with something like creating visualizations. (keyboard rattling) The possibilities here are vast, from creating VBA scripts to deciding on visualizations or designing a dashboard. And it's all personalized to your data in a secure work environment, making it a fantastic complement to Copilot in Excel for broader strategic planning and help with Excel.

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