From the course: Microsoft Copilot Essentials Professional Certificate by Microsoft Press

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Exploratory analysis workflows

Exploratory analysis workflows

Individual queries are useful, but the real power comes from building repeatable patterns. This learning objective helps you develop a consistent workflow, from quick data checks to deeper analysis loops, so you can approach any new dataset with confidence. The real power of Copilot and Excel isn't any single feature. It's building workflows you can repeat every time you face a new dataset. Here's a pattern that works. Start with a quick data check. Summarize this dataset. Before diving into analysis, ask Copilot for an overview. How many rows? What are the data types? Any obvious gaps? Then move on to targeted questions. Show outliers in column D. Once you understand the shape of your data, start probing specific areas. often tell you more than averages. Ask for comparisons. How does this month compare to last? Comparative analysis is where insights live. Copilot excels at generating variance reports and trendlines. Request visualizations. Create a chart showing distribution…

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