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Microsoft Copilot Tutorial

Getting Started
Microsoft Copilot & Word
Microsoft Copilot & Excel
Microsoft Copilot & PowerPoint
Microsoft Copilot & Outlook
Microsoft Copilot & OneNote

Microsoft Copilot Tutorial

Getting Started
Microsoft Copilot & Word
Microsoft Copilot & Excel
Microsoft Copilot & PowerPoint
Microsoft Copilot & Outlook
Microsoft Copilot & OneNote

Unlocking the Power of Microsoft Copilot Pro in Excel: A Step-by-Step Guide

Copilot in Microsoft Excel
Copilot in Microsoft Excel

Are you tired of wrestling with complex formulas, struggling with data or do you crave for better ways of working with Microsoft Excel? Look no further! In this ultimate Microsoft Copilot Pro guide, we’ll explore one of the best tools to make your Excel experience even better.

Getting Started with Copilot Pro

First of all, make certain you have Microsoft 365 and Copilot Pro available for your enterprise. If you are not sure of how you can set it up, see our video on using Copilot Pro in Microsoft 365 apps.

Accessing Copilot Pro in Excel

Accessing Copilot Pro in Excel
Accessing Copilot Pro in Excel

To start, open excel and commence a new excel workbook by clicking on a blank workbook. There will be a Copilot chat box which will be embedded within the Excel environment that you are working on. This is where the real work is done on your lawn in case you had any doubts!

Exploring Copilot Pro Features

1. Formula Generation

Formula Generation
Formula Generation

If you wish, Copilot Pro can generate formulas for you based on your data. Suppose you have to generate the ROI of each campaign: Just enter your prompt at Copilot Pro’s text input field and it will arrive at the formula for you on its own.

Step-by-Step:

  • Select your data
  • Type in your prompt: What measures do you employ in order to determine the ROI for each campaign?
  • Copilot Pro will type the formula and then write it along with brief comments to you
  • Copy the formula down and paste the result to a new column

2. Data Analysis and Summarization

Data Analysis and Summarization
Data Analysis and Summarization

The unique touch of Copilot Pro is that it can analyze as well as summarize your data in a very easy way. For instance, suppose you would like to find out that among all the launched campaigns, which one produced the most revenues.

Step-by-Step:

  • Select your data
  • Type in your prompt: ‘‘Which campaigning activity was most lucrative?’’
  • Data collected by Copilot Pro will be processed and contains the answer
  • One can include it in a new sheet where the result can be pursued for additional examination.

3. Visualization Creation

Visualization Creation
Visualization Creation

They can also make it easier for you to explore the patterns, trends and correlations that exist in your records through making charts and other graphic displays such as the ones that you will find in Copilot Pro. For instance, if your aim is to generate a bar chart on budget and revenue for each campaign, where they are aligned.

Step-by-Step:

  • Select your data
  • Type in your prompt: In terms of presentation, there is a need to draw a bar chart with two axes; one for campaigns as well as for another axis as budget, and another one for revenues.
  • Copilot Pro will do this for you and produce the chart.
  • You may conveniently insert the chart to another sheet if you wish to analyze the data further.

4. Data Exploration and Insights

Data Exploration and Insights
Data Exploration and Insights

With Copilot Pro you can work on your data and uncover important insights. For the purpose of illustration, suppose you need to track how the budget is being spent for various campaigns.

Step-by-Step:

  • Select your data
  • Type in your prompt: “What role does the total budget: total revenue by campaign have?”
  • Copilot Pro will parse the data and deliver the findings.
  • You can add the result to a new sheet and make further analysis on the results you have obtained.

Advanced Excel Skills with Copilot Pro

Copilot Pro can also help you with advanced Excel skills like statistical modeling, forecasting, and prediction.

1. Statistical Modeling

Statistical Modeling
Statistical Modeling

Suppose that you are interested in using linear regression as a method to investigate the connection between the budget of marketing campaigns and the revenue.

Step-by-Step:

  • Select your data
  • Type in your prompt: ‘It is recommended that you build a linear regression model that will help determine the correlation between the amount of money spent on marketing and the consequent sales achieved’.
  • Copilot Pro will have the model created for you
  • It can be added to a new sheet if further analysis of the result is desired.

2. Forecasting and Prediction

Forecasting and Prediction
Forecasting and Prediction

If for instance you were interested in the case of developing a time series forecasting model to use in estimating the future revenues for digital marketing campaigns.

Step-by-Step:

  • Select your data
  • Type in your prompt: Develop a predictive model which will involve adopting the time series approach when determining projection of the literal revenue on the digital marketing campaigns in the future.
  • Copilot Pro will generate the model above for you
  • You can append the result into a new sheet and the value will be further analyzed.

3. Pivot Tables

Pivot Tables
Pivot Tables

Suppose that you need to generate a pivot table to manage summarized statistics of marketing campaigns information.

Step-by-Step:

  • Select your data
  • Type in your prompt: “Create a pivot table for the marketing campaign analysis which field: Row labeled as Campaign type while the Column labeled as Campaign owner and the values to be used are the Average revenue and number of engaged users”
  • Again, Copilot Pro will generate the pivot table for your convenience
  • You can add the result to a new sheet for further use if you have other plans.

4. Modeling Historic Stock Trends

So for example if your hypothetical model was stock price trend then you would use overall revenue and engagement from marketing campaigns as factors of the model.

Step-by-Step:

  • Select your data
  • Type in your prompt: Out of hypothetical stock price trends, overall-revenue and marketing campaign-engagement can be used to model company performance.
  • Copilot Pro will generate the model for you
  • Alternatively, it can be appended to a new sheet for further analysis.
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