Microsoft Excel Tutorial: Preview of AI Copilot for Excel.
Welcome to episode 2636 of Mr. Excel’s netcast! In this video, we will be taking a first look at Copilot AI for Excel, a new feature from Microsoft that has been generating a lot of buzz. I was lucky enough to get a sneak peek at this feature, even though it was initially only available for enterprises with over 100 customers. But now, I have access to it and I’m excited to share it with you.
In this video, we will be exploring the Copilot feature and its capabilities. We will be working in Excel online, as it is currently easier to use for this feature. The data we will be using needs to be in a table for Copilot to work. Once we have the data in a table, we can access the Copilot pane by clicking on the Copilot icon on the right-hand side of the screen. This feature allows us to add formula columns, highlight data, sort and filter, and analyze our data. The analyze function is similar to the analyze data feature we have had before.
I will be demonstrating various tasks using Copilot, such as adding a gross profit percent column, using the IF function, creating a running total, and creating a pivot table. We will also be testing Copilot’s capabilities by asking it to perform more complex tasks, such as calculating a bonus for records with prime numbers and creating conditional formatting. While Copilot is not perfect yet, it is still very impressive and has a lot of potential. It is currently limited to data stored in OneDrive and can only work on one column at a time, but I believe it will continue to improve with time. So, let’s dive in and take a closer look at Copilot AI for Excel. Don’t forget to like, subscribe, and ring the bell for more videos like this. And feel free to leave any questions or comments down below. Thank you for watching!
Buy Bill Jelen’s latest Excel book: https://www.mrexcel.com/products/latest/
You can help my channel by clicking Like or commenting below: https://www.mrexcel.com/like-mrexcel-on-youtube/
Buy Bill Jelen’s latest Excel book: https://www.mrexcel.com/products/latest/
Table of Contents
(00:00) First Look: Copilot for Excel
(00:23) Using Copilot in Microsoft Edge
(00:39) Four abilities for Copilot
(00:57) Copilot adding a GP% calculation
(01:34) Copilot shows suggested formula & explanation
(02:11) Hover to see preview of new column with wrong alignment
(02:21) Insert new column
(02:38) Can it write IF with AND formula?
(05:00) Formula for running total does not really work
(06:53) $100 bonus when Quantity is Prime Number
(08:28) Create a pivot table by month and year
(10:01) Wrong result – adding sector
(10:28) Highlight revenue over 20K
(11:20) Highlight dates in February fails
(12:25) Sorting by two columns
(12:46) Filter to one customer
(13:05) It is amazing for a preview
(13:41) Copilot outside of Excel
(14:17) Clicking Like really helps the algorithm
#excel #microsoft #microsoftexcel #exceltutorial #exceltips #exceltricks #excelmvp #freeclass #freecourse #freeclasses #excelclasses #microsoftmvp #walkthrough #evergreen #spreadsheetskills #analytics #analysis #dataanalysis #dataanalytics #mrexcel #spreadsheets #spreadsheet #excelhelp #accounting #tutorial #AI #copilot #excelcopilot
This video answers these common search terms:
Copilot AI for excel
Copilot for Excel
Using natural language to process data in excel
Join the MrExcel Message Board discussion about this video at https://www.mrexcel.com/board/threads/1250314/