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Identify insights with Copilot in Excel

Copilot for Microsoft 365 can show insights based on your data or a specific question you ask about your data. 

  1. Format the data in your spreadsheet as a table or another supported format, then select it.

  2. Select the Copilot button in the ribbon.

  3. Select Get started.

  4. Select Analyze and choose a suggested prompt. Or describe what you’d like to know by asking a question about your data in your own words.

  5. Select Send. Copilot analyzes your data to show insights as charts, PivotTable objects, summaries, trends, or outliers.

  6. Use the refresh button to discover more prompts.

  7. After Copilot has analyzed your data, review many different insights to find ones that help you make the most of your data.

  8. To add a chart to the sheet, select Add to sheet. If multiple insights are available, you can add all insights to a grid in a new sheet. To undo this, select Undo.

Try this 

Here are some suggestions for prompts you might want to try. Copy them and modify them to suit your data.  

  • Plot sales by category over time. 

  • Show total sales for each product. 

  • Show the total of advertising sales for each region last year

Tip: Be specific with your questions - the more detail you provide, the better Copilot can help. This includes clearly specifying the column headers you want to reference for formatting or analysis queries. 

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