Get a hands-on experience with Copilot in Excel – VBA, Pivot Charts, and Formulas.

Co-piloting with Excel’s VBA, pivot charts, and formulas is like having a best friend who knows all the shortcuts and tricks. It’s all about getting things done, and it’s crazy good. It’s like having a secret weapon in your back pocket. Just think of it as having a super-smart assistant who can make you feel like an Excel ninja! 😎

Hands on with Copilot in Excel – VBA, Pivot Charts, & Formulas

πŸ“Š Exploring Copilot in Excel

In this video, we’ll delve into the world of Microsoft 365 and explore the capabilities of Copilot in Excel. We’ll cover a range of tasks, from writing formula columns to using VBA scripts, and even adding pivot charts. Let’s dive in and take a look at how Copilot works in various scenarios.

πŸ’‘ How to Create an Excel File with Copilot

To get started, the first thing we need is an Excel file. Whether we’re using Excel in our day-to-day work or creating a demo for YouTube, Copilot can help us generate an Excel file with the necessary data. We can simply prompt Copilot to create a file with specific parameters, and it will deliver exactly what we need.

Sample Data Requirements
Data NeededDescription
Marketing CampaignIncludes spend and robust data for pivot tables
Number of RowsMinimum of 100 rows, with dates between Jan 1-30
Data FormatTo be saved in SharePoint or OneDrive

πŸ’» Excel Formatting with Copilot

As we start working in Excel, Copilot assists in formatting the data and identifying specific features such as tables and ranges. It provides helpful prompts to convert data into tables, making the formatting process efficient for users. Copilot’s real-time suggestions and interactive interfaces make Excel formatting much simpler.

πŸ”„ Excel Functionality with Copilot

One of the standout features of Copilot is its ability to generate formulas and perform calculations. It helps users create new columns, define cost per click, and streamline the process of adding and editing data. Copilot’s intuitive language processing capabilities enable it to understand complex formulas and deliver accurate outputs.

Sample Formula Computation
= Revenue / Impressions

πŸ“ˆ Leveraging Pivot Charts with Copilot

Another impressive aspect of Copilot is its support for pivot charts. By interacting with Copilot, users can create pivot charts based on specific data attributes, allowing for in-depth analysis and visualization of data. While there are limitations to Copilot’s understanding of pivot charts, it presents a user-friendly interface for generating these visuals.

🎨 Conditional Formatting in Excel

Copilot aids in applying conditional formatting rules in Excel to highlight important data points and visualize trends. By providing step-by-step instructions and suggestions, Copilot guides users through the process of defining conditional formatting rules and customizing the visual appearance of data.

Key Takeaways

  • Copilot simplifies the process of generating Excel files with specific data requirements.
  • The functionality of Copilot extends to formatting, formula computation, pivot charts, and conditional formatting in Excel.
  • While Copilot delivers remarkable results, it has certain limitations that users should be aware of.


  • Can Copilot generate complex formulas in Excel?
    • Copilot possesses the ability to understand and generate complex formulas, making it a valuable tool for data analysis.

Ultimately, Copilot in Excel showcases the potential of AI-powered assistance in streamlining data-related tasks and enhancing the overall user experience. As Microsoft continues to improve and expand Copilot’s capabilities, it promises to revolutionize Excel usage and empower users with advanced data management tools.

About the Author

Shane Young
157K subscribers

About the Channel:

Learn about all things Power Apps, Power Automate, SharePoint, PowerShell, and Office365.This channel is provided by Shane Young as part of documenting his work with PowerApps911. https://www.PowerApps911.comThe goal of this channel is to help you learn the necessary Microsoft Skills you need to be successful. The content is focused on short, to the point how to do a specific task videos. No rambling or crazy spinning off topic. Focused content for focused solutions.
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