Mastering AI Copilot Pro Tutorial for Microsoft Excel: A Beginner's Guide to Boost Microsoft 365 Office Apps

Written by Corbin ai - February 02, 2024

Welcome to today's tutorial on mastering AI Copilot Pro for Microsoft Excel! In this comprehensive guide, we will take you through everything you need to know and understand about Copilot and Excel, from the fundamentals to the advanced features. We will learn how to leverage the sidebar to create formulas, format data, create charts, and much more. So let's dive right in!

Understanding Copilot at a Fundamental Level

Before we begin, let's start by gaining a thorough understanding of Copilot. Think of Copilot as the "Chad GBT" of Excel, seamlessly integrated into the Microsoft 365 system. This integration makes data communication and analysis simpler compared to alternative methods using plugins or chat GBT. To illustrate this, let's take a look at an example of exporting data from a chat into an Excel sheet. We can then manipulate and analyze the data in Excel.

Exporting Data from a Chat into an Excel Sheet

Imagine we have a chat that contains valuable data. With Copilot, we can easily export this data into an Excel sheet. For example, let's say we have a chat containing information about the top-selling women's running shoes. By clicking on the export button, we can create an Excel sheet with this data. Now we can begin leveraging Copilot's features within the context of Excel.

Leveraging Copilot in Excel

Now that we understand the basics of Copilot, let's explore how to start leveraging its features within Excel. For demonstration purposes, let's begin by creating a new Excel sheet and loading some sample data.

Once we have our data ready, we can start leveraging Copilot's four main capabilities:

  • Adding Formulas to Columns: Copilot allows us to easily add formulas to columns. For example, we can add a formula to highlight revenue values over $5000.
  • Highlighting Specific Data Points: We can use Copilot to highlight specific data points by applying sorting and filtering techniques.
  • Sorting and Filtering: Copilot offers powerful sorting and filtering tools. For instance, we can filter out rows with revenue less than $5000.
  • Analyzing Data: Copilot can provide insightful data analysis based on the input. We can ask Copilot to provide insights on revenue by launch date, and it will generate the analysis for us.

By leveraging these capabilities, we can enhance our data management and analysis in Excel.

Advanced Features and Best Practices

Now that we have covered the fundamentals of Copilot, let's explore some advanced features and best practices for optimal usage.

Combining Data Points with Formulas

Copilot allows us to combine data points using formulas. For example, we can combine the campaign owner and campaign name to create meaningful insights. We can also create formulas to perform complex calculations, such as adding all associated revenue values.

Applying Sort and Filter Techniques

Copilot's sorting and filtering features enable us to refine and analyze data in Excel. For instance, we can filter out rows with revenue less than $5000, making it easier to identify specific data points.

Generating Insights

Another powerful feature of Copilot is its ability to generate insights based on the data. By simply selecting the data and asking Copilot to provide insights, we can receive valuable analysis, such as revenue trends by launch date.

Creating Tables and Importing Data

Copilot streamlines the process of creating tables and importing data into Excel. Instead of manually inputting data, we can instruct Copilot to create a table and input the unformatted data. Copilot will then automatically format the data, saving us time and effort.

Leveraging Copilot with Excel Sheets and Business Data

Now let's explore how Copilot can be used with Excel sheets and business data for even greater productivity and efficiency.

Optimizing Data Importation

Instead of manually inputting data into Excel, we can leverage Copilot to streamline the process. By instructing Copilot to create a table and providing the unformatted data, we can let Copilot handle the heavy lifting of creating rows and columns. This significantly reduces the time and effort required for data importation.

AI-Powered Data Enhancement

One of the most impressive features of Copilot is its ability to enhance and improve data using AI algorithms. For example, we can provide a list of product titles and ask Copilot to create a new column with SEO-optimized titles. This AI-powered enhancement saves us time and generates valuable insights for our business.


Congratulations! You have completed the beginner's guide to mastering AI Copilot Pro for Microsoft Excel. By leveraging the power of Copilot, you can boost your productivity, enhance data analysis, and optimize your Excel workflows. We hope this tutorial has provided you with valuable insights and practical knowledge on how to make the most of Copilot in the context of Microsoft 365. Stay tuned for advanced tutorials in this playlist, where we will explore more advanced features and techniques. If you found this tutorial helpful, please leave a like and don't forget to subscribe for more Copilot tutorials. Remember, with AI-powered Copilot by your side, you can take your Excel skills to new heights!


  • Q: Can Copilot be used with other Microsoft Office apps?

    Copilot is specifically designed for Excel and is seamlessly integrated with Microsoft 365. However, similar AI-powered features may be available in other Office apps.

  • Q: How can I access Copilot in Excel?

    To access Copilot, simply click on the Copilot icon located in the top right corner of your Excel interface.

  • Q: Can I undo changes made by Copilot?

    Yes, you can easily undo any changes made by Copilot either within the Excel interface or by using the undo feature within the Copilot chat.

  • Q: Does Copilot work with both Mac and Windows versions of Excel?

    Yes, Copilot is compatible with both Mac and Windows versions of Excel.

  • Q: Are there any additional resources for learning advanced Copilot techniques?

    Yes, we have advanced tutorials planned for various Excel topics. Please check the playlist at the end of this article for more advanced Copilot tutorials.

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