Transcripts
1. Welcome Video: Hi, guys. Welcome to my class
on Microsoft Excel with copilot Complete Guide 2026 from fundamentals to
AI powered workflows. My name is Noi Kumar Das. Just to give you a
background about myself, I am an ex Google employee with 16 years of experience
into paid advertising, and I've been teaching
paid advertising for more than ten years now, and I teach to a lot of
young professionals and entrepreneurs and experts who want to get into this field. I wanted to take this
opportunity today to let you know what you're
going to learn in this class. So we're going to
look at understanding the environment around
copilot in Excel, activating copilot
in various settings, formulating basic tasks
and queries with copilot. We'll also analyze
the effectiveness of copilot in performing
various tasks in Microsoft Excel and
then recognizing various supported data
types also in Excel. I will also show you
how to identify and navigate the key components
of the Excel interface. We will use some basic
features such as save, insert and export functions and customized interface
to improve our workflow. We will apply some basic
arithmetic operators as well in Excel and
use copilot in that. We will see how we can use logical lookup and match functions as well
with the help of copilot tool and then implement conditional functions
also for data analysis. We will see how to use data and time functions as well in Excel with the
help of copilot. You will also see how we can enter and edit data efficiently, use copilot in Excel for
data entry and formatting. We will see various types of formatting options
which you get in Excel with the help
of copilot and improve data readability
and presentation. We will understand
the fundamentals of prompt engineering in
copilot and use it for giving better prompts for doing various functions
in our datasets. We will also try to optimize the use of copilot
to automate a lot of Excel tasks and evaluate the effectiveness
of these prompts. I hope by the end of this class, you understand how we
can make use of co pilot effectively in our Excel
work on a day to day basis. Thank you once again, guys, for checking out my class, and I'm really excited to
see you inside the class.
2. What is Microsoft Copilot, How to Get Started & Activate Excel Copilot: Hi, guys. Welcome
to this session. In this session,
we'll talk about what is Microsoft copilot, what are its
capabilities and how you can activate it in
your Microsoft Excel. So if you look at Microsoft, co pilot is primarily
AI powered assistant, which is integrated inside
the whole Microsoft 365 apps. So you will find it in
Excel, Word, PowerPoint, Outlook teams in all of
these Microsoft apps, it has been integrated
seamlessly. Now, this is built on
advanced LLMs like GPT 4.14, and it helps the users to understand data in a much
more intrinsic manner, generate content about it, automate tasks, and
work faster as well. So if you see it works directly inside Excel and it
can analyze data, summarize insights, I
can create formulas, build charts, clean
the datasets, and also automate workflows. So the intent of this tool
is to design to enhance your productivity by combining various Microsoft graph
data in forms of emails, files, calendars
with Excel tools and give deeper context
aware assistance. Now, if you look at the capabilities of
Microsoft copilot, it's ideally around
data analysis. I can help you in summarizing data trends, patterns,
key metrics, generating insights,
recommendations, and explanations it can give. Also formula generations. Creating complex
formulas automatically, helping to correct and
optimize existing formulas, it helps to do data
cleaning as well, removing duplicates,
restructuring the data. Filling up the missing values, converting raw data into organized tables,
also visualization. I can generate
charts, pivot tables, dashboards, creates reports with explanations,
workflow automation. As it can provide, which is
automating repetitive task, creating step by step
processes and macros as well. Also you will see natural
language commands. So you can perform
these tasks simply by giving specific prompts, and the copilot tool will be capable of doing
that task for us. Let's have a look at
this, how you can go ahead and activate
copilot in your Excel. So once you have
your Excel open, it will be pretty simple
thing to activate it by going to the top right corner where you have the copilot icon, and you can click that on, and this will be the window where you can start
working with it. You can give your
prompt right here. It says message copilot. And you can go ahead and give the prompt and
based on the prompt, it is going to analyze the
data and give you the outputs. So we'll see multiple different
scenarios of how we are going to use copilot in
different situations. Also, it has the capability
of inserting data, whatever analysis it does, that data can be inserted
inside Microsoft Excel, and then it will make
your productivity, your work much more
better, high quality. I hope this makes
sense. I hope you understand now what is Microsoft copilot and
its capabilities and how you can get started
with it on Microsoft Excel.
3. Data General Analysis: Hi, ais. Welcome
to the sessions. And this session, we'll do
a general data analysis of a dataset with the help of copilot. So let's
have a look at this. So let's say this is the
dataset which we have, for which we want to
just to understand how copilot can help
you analyze this data. So let's give some simple proms. Let's say we are going to say So here we can give the prompt. So now it's going to
work on that dataset, analyze the information and
give us the information about what we are asking
from the data specifically. So like this, you can
start the analysis, and there are
various things which you can do over a
period of time. So now you can see
it's telling us that the store A specifically
has the highest sales. Now, based on this, you can
furthermore dig deeper into the dataset and ask for more information
like in this manner, which brand had the
highest number of sales. Going to look at the data
and give us the information. As you can see, it
has told us that Nike has the maximum
number of sales. It also gives you an option to insert that into a new sheet. If you want, you
can do that also in this particular manner, so we have the data here. Now, let's say, furthermore, we want to see specifically, let's say for a specific here, So now we are asking
specific information. For a specific year, we want to know which brand had
the highest sales. Now it's going to
analyze that also. Now we get the answer over here. In 2022, Adidas was the highest
sales which it had got. Now, let's say we want to know specifically what
has been the net profit? And we're asking it to share
the net profit because we already have the sales data
and cost data over here. It should ideally
be able to do that. So it has taken the
data from here, and now it's going to it's
adding the net profit, so we can simply go
ahead and you can see it's highlighting
as when we hover on it, so we can insert that as well. So now the net profit
has been added also. Now, other than this, we can also ask it to provide, let's say, the total
number of customers. Okay, so which brand at the
highest number of customers. We can understand that as well. You're going to look at
the customer's numbers and based on which it's
going to determine that. So it has that as well, the Nike had the highest
number of customers. As you can see, now with
the help of copilot, all these we can
retrieve from the data. It can analyze the data, retrieve that information
and provide us. There can be some instances
where it can also provide information which you can update on the sheet adding
a new column, possibly, sometimes
highlighting certain things. If you want to
highlight certain cell, certain data that
it can also do. Also adding new analysis that can be added in
this particular manner. Hope this makes sense. We're just starting
off understanding the capability of this tool specifically when we're
using it with Excel. In the coming videos, we'll also see various scenarios in which you can make better use
of copilot with Excel.
4. Data Q&A: Hi, guys. Welcome to this session.
In this session, we'll see how we can do
a little bit of question answering session with our
data with the help of copilot. So what we're trying to
do here is we're going to ask specific questions
to the dataset through copilot
prompts and try to see what kind of
insights it can give us. So once we have the data set, so this is the
dataset which we have and on this we'll have a
couple of questions asked, and let's see what
kind of responses we get the analysis,
what it does of it. So let's start with
the first question. This is a particular
dataset about a shoe brand, specifically for two
stores data which we have, and going to ask
the first question, which is going to be
around which shoe brand generates the highest total
sales across all stores. It's going to work
on the datasets going to give us some
insights about it. So here we have, so we can see that it has answered
the question. Nike generated the
highest total sales. It has also given us the
total sales value as well. So in this manner, we
can understand the data. You can insert this
in the new sheet as well in this
particular manner. Now look at a couple
of more questions. Let's say, what is the
relationship between the number of customers
and the total sales? It is able to analyze the data and then give
us the information. It's giving us some
information here. Now you can see in this manner, it is giving you the data as win and it's giving you
the analysis as well, giving us the insights
about the relationship between number of customers
and the total sales, which we can insert as well. So this way, we can
make use of it. Now, looking forward, let's say, which store achieved the
highest profit margin? So we want to know based on the sales and the cost incurred, what was the, which
store worked out well? So basically, primarily
we're working on these two particular
columns and we want to do a total understanding of both the stores story and and based on which we
want to understand that. It's giving us that information. Story in totality was better, had the highest
average profit margin with a value of
approximately 0.37. You can see like this, you can make use of
copilot to get a lot of insights very quickly rather than doing it manually yourself. How does average customer rating vary across various shoe brands? Let's see this as well.
Very interesting. In the sense, understanding the rating part which we
have got here is going to analyze that is going to tell us how has been the
rating across the brands? Now you can see this is
how the rating has been. It's going to do an
average of the ratings of all the brands and which you
can also add to the sheet. Now we know how each of
the brands rating was. We know which one is
doing really best. In this case, it is already put it in the
descending orders. We know that Nike is the best in terms of the
customer ratings. Which year record
the highest number of customers overall? Let's see this as well. This is going to be pretty simple, I guess, to figure out. Otherwise, in a normal scenario, how we are going to do
is we're going to pick up every single year
and we're going to find out the total number of customers for that year that
we'll have to do manually. Other than that, we can make use of co pilot
for the same thing. The year with the
highest number of customers overall was 2023. So we have that number in
a very short span of time. You can see this is
how very quickly you can get your answers
from copilot, where it analyzes your dataset and gives you those insights. Let's look at this,
which brand has the highest average cost to sales ratio,
efficiency of pricing. The ratio between cost to sales. So that we want to know and
which has been the highest, which brand had the highest. Puma is coming to that average cost to
sales ratio was 0.63 64, which was the highest
across all the. Are certain stores consistently performing better in both
sales and customer ratings? We want to know whether
in both these criterias, is there any specific
store which is performing better
between store A and B? Here we have the data
where we can see the sales and we can
see the rating as well. We can say that store B
is doing pretty better, comparatively better
or both are almost similar actually,
in terms of rating. Which products stores
or brands have the highest RI Now they're going to look
at the revenue part. The ROI, they're looking
at the sales part and they're going to look at
the cost part and figuring out which products specifically or brands have the highest ROI. Here we have that now. Story. Mostly, it is
going to be store A, which has the best
ROI at this moment. Is there any seasonal
trends across years? We're going to look for
any seasonal trends across the years of this
particular dataset. We're going to look
at specifically for any seasonal trend as well. So it's saying that to identify any seasonal trend across years, the data should be grouped by year and analyze the
patterns in sales, number of customers
or net profit. So here, what we have now is a different dataset
which is for sales, number of customers and net
profit being shown to us, which we can also make use of the line chart was created to show how sales
number of customers and net profit changed each
year, specifically. So here we can see that specific you can say the sales
increased post 2022, specifically, and that is what has happened across all
the stores, I guess, okay? And also, the net profit
also increased, however, number of customers
remained the same, usually the same, you can
say across all the years. Lastly, which store
and brand combination has the lowest customer rate? And what might be causing it. Just going to look at the
store customer ratings and based on which is going to identify which has
the lowest one. We can see that Reebok in 2022, had the rating 3.7, which was possibly the lowest, which we have got right here. I hope this makes sense.
I hope you understand now how we can make use of copilot for analyzing our
datasets on Excel very quickly, get the insights from it and
based on which we can make our inferences and use that for our work in
different scenarios. Thank you so much guys
for listening to this, and I will see you
in the next video.
5. Data Filtering 1: Hi, guys. Welcome
to this session. In this session, we'll see
how we can do some level of data filtering as
well with the help of Po pilot on ER. Let's
have a look at this. Let's say this is the same
data which we are working on and we want to do some level
of data filtering on this, let's say the first thing
which we want to filter is let's say filter by here. So the year column
which we have, we want to see all the
data for a specific here, we're going to give
that as a prompt and let's see how
Ppilot works on that. So usually it is going to be able to do so and
it's going to filter out and show you
specifically the data for that particular portion of the dataset which
you're working on. This is really, um, amazing because with
the help of this, you can do a lot of
dissection of the data, and then you can go ahead and understand it also pretty well. So here it has done
that. We can just apply. And now you can see we're
able to see the data, which is for 22 in
the same manner, let's say we want to see
filteration by store. So now what we want
to do is we want to, let's say, unfilter
the whole thing. And we want to again do it
by a different category, which is, let's say story. So we want to
filter it by store. So as we know, this data has
two stores, specifically, so it's going to look at
and now we can apply. Now you can see the store A
data being shown right here. Now, in the same manner, a great thing with copilot
is you can also be a little bit more specific
around what you want here. Let's say, I want
to see for store B. Now, in this particular
case, what is happening is, first of all, we are
being a little bit more casual in the prompt which
we're giving it also. Enacting it like a data analyst. Now what is to happen
is it's going to unfilter story and
show us store B, which is really great. So we don't have to
manually unfilter also. Let's see how that works out. This is really good in terms
of going one step further where we can go ahead and it can unfilter and
give us store B. So now you can see this is going to be really useful
when we are working with a huge dataset and giving such prompts
can save us a lot of time in analyzing the information which
we're looking for. Other than this, you can
also do combinations. Let's say I want to
do multiple filters. That also can be done. Let's say I want to filter by brand and year both together. I'm looking for filtering a
brand like Puma, uh for 2024. Now, it's going to look
at this particular data. This is a loophole. Obviously, is going to look at this and give us
the data in this. If you want to apply for this, specifically, we can do that. Now you can see it is
going to give us Puma, which is for the year 2024. So this is how we can work with filtration as well with
the help of copilot.
6. Data Filtering 2: Hi, guys. Welcome
to this session. Continuing further
with data filtering. Let's look at another feature, what you can do with
copilot on Xen. Let's say now we
are going to give another specific prompt to copilot where we want to do filteration in a
different format. Let's say we are going
to give a prompt, which is to filter column
store A specifically. Now what we are asking
you to do is to find out which year had the
highest total sales. So what's going to do is,
first of all, obviously, it has to look at all the store A entries, which are these. Now, it has to come
to the sales section and find out which year had
the highest total sale. For every year, it has to sum up the total sales and
then give us the out. That is the expectation. Let's see how it does that. Here, we are not looking for
a specific maximum sale. We are looking for the sum of the sales for a specific year
for specifically storing. So now you can see
here it has given us 2024 had the total sales, which we can insert as
well in a new sheet. And you can also see the data. This is the total sales
which it has got for 2024, specifically, which
has the highest number of sales which it has got. And you can see it has given you some explanation as well. This means store A sold the most shoes in 2024
compared to the other years. So when it says most shoes, which means that it has
done this summation, the addition of all
the sales together for 2024 for specifically
for storing. Now, see how it changes now the output if we make
some changes to the prompt. Let's say we are giving the same prompt but now we say that which he
had the highest sales, not total, but sales. Now what it will do is it is not going to
do a total of it. It is not going to do a
summision of the numbers, but it's just going to look at which year had the
highest sales. Possibly the answer in the
output will be different here. So now you can see it clearly
says that for store A, the year with the
highest sales was 2024. It has not even
given us the output which particular number,
which we're looking for. So my point being this
that the prompt which you are giving to copilot
needs to be that specific. You have to punch in that particular keyword
which has to be there, which gives you
the right output. So make sure whenever you're asking for
specific information, it can be, let's say, you are giving an output
where you're asking for highest total sales, highest average sales, highest, let's say, uh, minimum
sales which we have got. Then only you can get the specific output which
you're expecting. I hope this makes sense. Thank you guys for
listening to this, and I'll see you
in the next video.
7. Data Formatting: Hi, guys. Welcome
to this session. In this session,
we'll see how we can do some level of data formatting as well with the
help of copilot on Excel. Once you're on co pilot now, what we want to do
is some level of filteration, which
we want to do. Let's start with a simple
prompt right now where we want it to highlight
the column rating. For a specific rating,
we want to highlight it. We're going to give it
a prompt, let's say, highlight rating column in red where ratings
are below four. A of the ratings
which are below four, that needs to be colored in red. So let's begin with that. Let's see how it operates. You're going to go by looking at the data cell by cell and understand which are
the ratings which are less than four
and highlight them. We can apply one. Now you can see it has
highlighted and which is correct. All of the ones which are less than four it has highlighted, which
is absolutely right. Let's move forward
with something else. Let's say we want to bold those ratings which
are more than 4.5. Again, it's going to
look at the same data and try to bold the rows which are specifically ratings
which are higher than 4.5. For example, this one, you're going to look at the same
data and try to bold that. Let's look at that. It's
going to apply the changes. It's also showing
you the formula. It is using to do so. Now you can see it has bolded the ones which
are more than 4.5. Absolutely correct. Now
let's say we want to apply a conditional
formatting on rating specifically to bucket them
into different categories. Let's say, uh, red, amber, green or green, yellow, amber in segment
which we want to do. Let's say we want to
add that as well as a conditional formatting where
we want to have a green, yellow, red formatting
done for rating column. It's going to analyze
the data which is available here and it will automatically segment them
in that particular category. You don't have to define
those categories again. For example, green
needs to be 4-4 0.5, that categorization,
you don't have to do. It's going to look at the
color scale and do it itself. So now you can see
it has done that. And as you can see, it looks pretty decent in terms of the
categorization done by it. 4.74 0.64 0.6, they look
like in the same category, ideally speaking, and
so on and so forth. This is how we can do
uh data formatting as well by giving specific
prompts to copilot on Excel.
8. Data Sorting: Hi, guys. Welcome
to this session. In this session, we wanted
to see how we can do data sorting as well with the
help of copilot on Excel. Sorting data in a
very simple manner, which we can do here as well. So we can do in a single format or
multiple formats as well. Let's have a look at both.
Let's say I just want to sort the data by sales
in the descending order. What I want is that it
should go ahead and sort the whole data by looking
at the sales column, which is this one and sorting
it in the descending order. So once we apply,
which it has done. As you can see, it has
gone ahead and done that. This is pretty simple
straightforward, which we can do, which we can do
directly as well, but let's look at how we
can do it with copilot. The other option
can be when we have multiple different layers of filters which we want to apply. Let's say I want
to sort the data by store and then shoe brand as well and by year as well in the
descending order. I want the sorting done. Let's say store A should
come first and then store B, then the shoe brand as well. Nike, all the entries, then Asix and so on and so forth, and then
the year as well. That is what I'm looking at. Multiple levels of sorting which we would like to do here. Let's say it's able
to do so also or not. So this is again
going to be a part of our work when we are
analyzing data on Excel. Sorting is something which
we usually have to do. So it's going to look at that. It has picked up
the right things. Let's see it applies it
also in the right manner. Now you can see
the data store B. Then in that also it has
picked up specifically once, so that's also pretty
decently done. Then let's look at
store A also absolutely correctly done in
the sense over here. This is how we can do a lot
of data sorting as well, which can be done and this can help you to analyze the
data in the right manner.
9. Handling and Fixing Missing Data with Copilot in Excel: Hi, guys. Welcome
to this session. In this session, we'll
see how we can go ahead and look at
some handling and fixing some missing
values which we may have in our dataset with
the help of copilot. So once you have the
dataset, and here, what we're going to do is we
can make use of copilot to understand how many
missing values do we have? How can we fix them? So
let's have a look at that. As you can see over
here, a couple of places where there are some
missing values right here. Which we want to identify
with the help of copilot. We can give it a prompt, which can be asking how many missing values does
it identify in the dataset. So let's see, it's going
to look at the data cell by cell and try to identify how many there
and count it for us. So this can be really useful when you have a
huge dataset and there are a lot of missing values which is difficult to manually,
uh, identify. So here we can see now. So shoe brand has
one shoe brand. Okay, so then number of
customers, there are two. This is one and there is one. It has got the right data. So overall, what we see is
there are five missing values, so the output is
correct out here. Similarly, now that we have identified how we can fix them. For that, also, you can give
it a prompt where we say, how do I handle missing
values in this data? It can give us some solutions, some resolutions, steps which we can follow
to handle missing values. That can also be
done right here. So that is what let's
see what all things. Okay? So to handle
missing values in eta, you have
several options. First is, you can remove the rows with the missing
values. That can be one option. Absolutely. So you can apply this particular formula in the Excel sheet, and
then you can do that. You can fill the missing values. Okay, that can be
done or we can just say unknown in those areas. Impute with formulas,
we can do that as well. So this way, we can
identify the solutions, the sensible solutions
which you can have when you're dealing with a lot of missing values in your dataset. I hope this makes
sense. I hope you understand how copilot can help in helping with missing values which you may have
in your Excel work.
10. Generating Synthetic Data Like a Pro with Copilot: Hi, guys. Welcome
to this sessions. In this session,
we'll see how we can generate synthetic data, which we can also use with
the help of copilot in Excel. This can be useful for any kind of data analysis
you might be doing. So we'll just take one example to understand how
this can be done. So we're going to take help
of copilot to do this. Let's say this is the kind
of data which we want to generate through copilot so this is specifically
for Walmart stores. We want to synthetic
data, which includes data for ten stores
across US cities, and it also has weather
data for it as well with location and
time, sanity checks. Okay, data generated
should make logical sense. And these are the fields
which we want to take into consideration
like store ID, city, week, weekly revenue, weekly customer visits,
and so on and so forth. You can absolutely customize these fields as per
your requirement, and you can also build a list of fields which you would want
for your synthetic data. So what we can do is we can take this whole thing and now
we can give it to copilot, analyze, and based on which it can start generating a
synthetic data for us, which we can then make use of. Now, once you get the data, then you can again
further customize it for more information, possibly, that is also possible. That can
be done as well. Here, as you can see now, it has generated that data for us in this
particular manner, which you can also
insert into the sheet. So now we have the
whole data right here. In this particular manner, we have the whole data here
and now you can make use of this for data
analysis purposes. The same thing, now you can also do just with Microsoft copilot. You might not need to do
this only inside Excel. If you are on Microsoft
copilot as well, you can give the
prompt right here. And it can work on it and generate that for you
here itself also. There are two different
ways where you can get a synthetic data which
you want to analyze for and you can understand and that gives you
much more insight into the business data and
analyzing what's happening, what's going right,
what's going wrong. That way you can understand. Here also you can
see it has done the analysis and now you
can download it from here. I hope this makes sense. I hope you understand now how we can produce synthetic data for data analysis with
the help of copilot.
11. Adding Formula Columns: Hi, guys. Welcome
to this session. In this session,
we'll see how we can add formula columns as well inside or Excel data
with the help of copilot. Formula columns are basically
we are going to have data which is generated with
the help of some formulas. For which as well, we
can make use of copilot. Let's start with a simple pro
where we can say that give us a suggestion for formula. Looking at our dataset, it is going to suggest us
a specific formula column which can be added here and
if it makes sense to us, then we can consider
adding it to our sheet. It's going to generate that
formula column right now. We'll see a couple of
such similar examples to understand how
it is creating it, and then we can go ahead
and add them as well. So now it has created one, which is for profit margin, which is a sensible
formula column which we can consider and they're also giving us the
formula for it, which is H two divided by E two, which is H two is going to be the net profit divided by
E two, which is the sales. W makes sense. So we can
absolutely consider that. They've given us
the data here also. We can simply if you hover
on insert column button, you can see it starts appearing right beside
net profit column. So we can add that.
Similarly, let's ask for one more give. Looking at the whole dataset, it is then going to
figure out what else other information can be useful
and that we can generate. Usually, this is
something which we do manually ourselves so far. But with the help
of copilot now, you can have this also
created by the tool. Now it's creating
average customer spend, which is basically going to
be the total money spent by the customer or in
our case can be the sales divided by the
number of customers, which is correct again, we can
absolutely take this also. We have average customer
spend coming up right here. And we can just check also once. Will the calculations
are proper? Yep. Lastly, let's
look at one more. Let's see what it
comes with now. So looking at the whole
data is going to create more formula columns for us for analysis, profit
per customer. So profit per customer,
which is going to be H two, profit by total
number of customers, it's going to generate that as well for us so which
we can get right here. So this is how we can make use of the co
pilot tool to come up with various formula columns which can be added
to our Excel data, which gives much more
intrinsic information about the data which we
are analysing right.
12. Working with Text: Hi, guys. Welcome
to this session. In this session, we'll see
how we can make use of copilot when we are working
with text in our Excel data. Let's say this is the
data which we are working on and there is amount
of text which is there. So what we want to
do here is possibly, let's say for the email column, we want to remove
the user name from the email ID section and use
it for different purposes. So we want a separate
user ID column with only the user IDs
written mentioned, we can do that as
well right here. Where we can go ahead and
give a prompt which is extract the user name
from the email cool. Now what it's going to do
is it's going to look at our email column
specifically looking at the user name and
extract it from there and put it in a
new column altogether. This way, you can divide the
text in a certain manner. You can also club text together, so all that can become possible. As you can see, it is using the if error
function right here. It's also given the explanation
how it has done so. Now if you want to, you can
insert that column also. I'm going to add the
data in K column. So now you can see all the
data has been picked up, the user names have
been picked up from the email column
and we have added here. This is how you can make
use of the copilot as well when you're working
with any kind of textual data on
your Excel sheet. Let's look at one more example. Let's say we want to club the data which we have on
column A or ID and name. So we basically want to club this data with
this data together. Let's see if it
is able to do so. The intent is basically
with the help of this, you are able to work with text, you can make changes, you can divide the content separately. My for various
processing purposes, you need to do so so that we can take help
of co pilot for. Here in this manner,
we can do that. It's going to insert
the column in L. This can be really
useful and saves a lot of time when we're dealing with a huge amount of
data where we have to do these kind of things which helps to make our data better. I hope this makes sense now. You can see here it
has been clubbed. The ID and the name column has been clubbed together in
this particular manner. Thank you so much
Kays, for listening to this and I will see
you in the next video.
13. Date Calculations: Hi, guys. Welcome
to this session. In this session, we'll see
how we can make use of co pilot in Excel to do some
data date calculations. Date calculations in terms
of when you have, let's say, a set of data set where you have a date of birth
of your customers, employees and you want
to calculate their age. In such scenarios as well, we can make use of co pilot. As you can see here, we have
a date of birth column, and what we are looking for
is the age calculation. We can ask in this particular manner. This is also something which the copilot should be able
to do wherein it will calculate the age as
per the data provided right here and then create
a column around that. This can be really useful. Otherwise, this can be
really time consuming for us to manually go ahead and
calculate this information. As you can see now,
it has provided that. It also shows you the
explanation of how it is calculating using the formulas
which it has over here. You will be able to understand that also and then
you can insert it. Here, we can see the age and you can see the formula
being used right here. This is how we can make use of the copilot tool as well for
doing date calculations, calculating the age of our employees of our
data whenever needed.
14. Conditional Statements: Hi, guys. Welcome
to this session. In this session, we'll
see some scenarios around conditional statements
which you can apply to an Excel sheet with
the help of copilot. This can be a very
realistic scenario wherein you have to pull up some data based on
certain conditions on the data which
you already have. So let's take an example
with this dataset wherein we have the data for
two different stores as we have seen earlier. So now what we want to see is
based on the profit margin, which we have got from each
of the brands, specifically, what we want to
understand is which profit margins were really good, bad or not so good. So we want to rate them based on bucketing which we
want to create here. So here, what we can
do is we can give it a particular prompt wherein we are saying that we
want to go ahead and create a rating column. Rating column which we
want to create which rates the shoe brand column
based on the profit margin. Now, any profit margin which is above 36% should be
considered exceeds expectation and anything
between 33% to 36% comes in meets expectations and below 33% can be considered as
below expectation. We just want to
categorize them based on their profit margins coming
from each of the brands. Let's see how this copilot understands and
gives us the data. This can be really useful
because then from here, we can understand which
brands are working really well for us
as per this data. Then we can prioritize marketing those
brands more possibly. This really helped to understand the data in
a much better manner. Now you can see here
we have got the data. Now let's check
this. For example, meets expectations,
which is going to be 35.4, which is correct. Anything 33-36 we had defined
as meets expectations. Let's look at below expectations
here, which is 31.1. Anything under 33% we had
defined as below expectations. Exceed expectations is also
doing absolutely correct. This is how we can make use of conditional
statements as well, which you can give as a prom to copilot to generate insights, which can be useful
for our data.
15. Formula Based Formatting: Hi, guys. Welcome
to this session. In this session, we'll see
how we can make use of formula based formatting as well with the help
of copilot in Excel. Once you are on the dataset, we can also apply
conditional formatting for multiple different columns, possibly and we can extract
data based on that. Let's say this is the
dataset which we have. Now what we want to identify is those particular shoe brands whose number of customers
are, let's say, more than 100 and also their net profit crossed 100 K. So you want to identify
those particular shoe brands. So possibly we can
say that those are the winning shoe brands
right now in our business. So this you can do
with the help of conditional formatting and
with the help of copilot here. So we can say highlight. More than 100 and we can say
net profit more than 100. This is the condition
which we want to add over here and based on which we want to see
how copilot identifies those specific data from our
data sheet and highlight. This is useful because this helps us to retrieve data
in a much faster manner. We are able to identify
the data over here. It is using that custom formula over here and giving us so let's apply so now you can see it has applied that and these other particular
brands which has met those conditions. Let's check that. Let's
say for some sketchers, their number of
customers for 2024 was 130 and the net profit was 140. New balance 102 customers
and net profit was 105k. So this looks absolutely fine. This is how we can
make use of copilot to identify certain things through conditional formatting
which we are using. As you can see, these
are multiple layers of conditional
formatting which we are doing and trying to retrieve data with the help
of co pilot. O
16. Color Scales & Data Bars: I eyes. Welcome to this session. In this session,
we'll see how we can make use of color scales and data bars as well in our dataset on Excel with
the help of copilot. So you can simply go ahead and use these manually as well, but you can also give
a prompt to copilot to apply it to your dataset.
So let's have a look at it. So we can say apply
databrs column. Let's say we want to
apply the data bars to our sales column and
our net profit column. Okay? So we're going to do it to the sales It's going to look at our dataset
and it's going to apply those specifically. So now you can see this. This is how it's done
in the right manner. Values which are higher is being put in this
molecular manner, you can also sort it. Let's say you're sorting
it in this manner, so now you can see the data
is done in the correct way. In the same manner,
you can apply Pillar scales to let's say net profit and we
will not mention column. Let's see if that works. Which is basically this column. It has gone ahead
and chosen that as well and applying it.
Let's have a look at it. You can see in this
particular manner, it has gone ahead and
applied the color scales as well to the respective
column which we had defined. I hope this makes sense. I hope you're able to
understand now how copilot can be used for applying different functions
in your Excel data.
17. Editing Spreadsheets: Hi, guys. Welcome
to this session. In this session,
we wanted to see some additional
functionalities of copilot, which you can apply on
your Excel data sheet. So let's have a look at it. As you can see,
there are a lot of data which we have right here, and sometimes we need to
look at all the data, so there can be a necessity for us to hide some of the columns. So that also you
can simply do it with copilot, which
is easily possible. We can say hide We can say, let's say we want to hide the
columns which are let's say for rating and cost. Now it's going to
look at the dataset, we are specifically focusing on these two columns and we
want it to be hidden. This you can also do
manually as well, but there is a possibility with copilot as well
where you can do this. Now you can see it
has been hidden, so we can see that over here. Similarly, let's say, a lot of times when we are
dealing with a lot of data, right format is needed. In such cases as well, you can go ahead and
change the format. For example, here, if you see the sales data
which we have here, the format is not correct as per the average customer spend
or profit per customer, we would want it in
the same format, so we can do that as well. Specifically, the sales plum, we want to make it similar to the other polyms which we
have because then it looks symmetric is there constant across the board, which
is needed for us. We can do that as well. Now you can see it has been
changed in that same pot. This is the idea behind how we can there are different
functalities of copilot, which can be applied on
our Excel data to make it better and more
productive for us. Um,
18. Profiling Data: Hi, guys. Welcome
to this session. In this session,
we'll see how we can make use of copilot to do some profiling data of data of our Excel
data which we have. Here you can also do
profiling as well wherein you can see certain
things insights about it. Let's say this is the dataset
which we're looking at. And now we want to
do some profiling. So first, I just want
to know if there are any outliers in the
net profit column, any specific data which
is very different from rest of them so that
we want to identify. Let's see whether it's able
to figure that out or not. So this really helps to understand the kind of data
which we are dealing with. Profiling is in is an essential step which
we take where we try to identify what kind
of data are we looking at and whether
it is any different. So here you can see
it is giving us that the net profit 315000
is something which is different because it clearly says over
here that the value stands out as unusually high compared to the
rest of the data. If you now look at the whole
data, which is correct. As you can see over here, majority of the data
over here is around 100, 100 and 525, but
315k is something really little more off the track completely compared to the overall data
which we have here. Which is correct. This
we are able to identify, it's able to tell us. Similarly, let's say,
I want to identify any duplicates are there
in this data or not, specifically in
the sales column. I want it to identify duplicates and
highlight them as well. Let's see if it can do that. So dealing with duplicates can be really
tricky at times and it really skews up the whole data which
we are working with. So it's very essential
that we identify duplicates sooner when we are
analyzing any kind of data. So here, you can see it has
gone ahead and identified. So yes, these are duplicates. Rest, there aren't
any other duplicates, so this looks absolutely fine. In the same manner, you can also try to find out any mean, max, median values also of the date specifically of
any column if you want to. Now, this can be a
little tricky at times because it needs to apply these formulas of finding out the maximum medium mean
and median as well, which can be a little tricky
and sometimes copilot is not able to do so. That can be a scenario, but this can also be
something which you can test with the tool and see whether it can
identify that or not. This is how we can do
profiling of our data as well, identifying what kind of
data are we dealing with getting away with setting up the hygiene checks which
you can do over here. All those things can
be done. Here you can see it has been able to do the mean
median minimum max, which is a John which
is correct over here, and the mean it has calculated, median it has also calculated.
I hope this makes sense. Thank you so much
Kays for listening to this and I will see
you in the next week.
19. Sum Function with Copilot: Hi, guys. Welcome
to this session. In this session, we'll see
how we can make use of copilot to apply some
functions on our Excel data. For example, let's say we are doing a sum function which we want to use with copilot
in our Excel sheet. Let's say this is the
data which we are working on and this is a
monthly expense data. So we want to find out the monthly expenses for
this particular dataset, so we can make use of
co pilot for that. Let's say the first one
which we want is to identify the total
sum over here. Okay First, we want to identify what copilot can give us as a formula column, it can create for this
particular dataset. So there can be different
ones which we can have. It's looking at
the dataset right now and it can give
us the total spend, which we can certainly use the total spend based
on each of these. I can give us a total
spend over here, which we have got right here. Now, what we also
want is, let's say, I want to get the
total monthly spend. What will be the monthly
spend for September, October, and so on and so forth. Now we want to calculate total monthly spend. She's going to look at
the total monthly spend as well and share that with us. Okay. What it is doing is it is giving us the total spend and
adding it there. This is not something which we are looking
at ideally speaking. What we wanted over
here is specifically, we want the monthly spend
based on the bills. Again, we're going
to say, calculate the total monthly expense based on months and let's see what it does. In the previous one, what it had done was it has just went ahead and added the
whole thing out. Now this is looking much better. So it's giving us
the specific data. You can see for September, it has calculated
2420. Let's see. Yes, it is coming
out to be 2420, as you can see out here
and so on and so forth. We have got the data here. But let's say we want to
have this data showing up here under the total so
we can do that as well. We can say insert the
total expenses in row ten. Let's see if it's
able to understand what we are trying to say here. Again, it has gone ahead
and added the whole thing, which is here to doodle spin, what we're saying is inserting we have to be more
specific with our prom We're saying insert
monthly total expenses in row ten for each month. Now we have the data here and now you can see we have the data
in this particular manner. This is how we can
make use of copilot specifically for using a simple function like
a sum function, it can do for us for a
huge dataset as well. Um,
20. Average Function with Copilot: Hi, guys. Welcome
to this session. In this session,
we'll see how we can also make use of
copilot to apply, let's say, average
function on our dataset. Going back to the same
dataset which we have, let's say we want to
add one more column for average expenses. We want to know what is
the average expenses which we have for each of them. Let's see how it
is able to do so. It will add a column
for each of them and then do an average of each of it and share the data with us. As you can see now,
it has gone ahead and created an average expenses
column with the data. Let's see whether it is
correct also or not. It has taken the
average for each of these C five, D
five, and E five. Which is correct. As
you can see here, we can also verify
by highlighting it, and we can see here as well, it shows us the same value. This is how we can also
use various functions, not just some average, but more other Excel functions, which you can use
as well here with Copilet and we can apply
that on our dataset. A
21. Min Max with Copilot: Hi, guys. Welcome
to this session. In this session, we'll
see how we can apply Min Max functions as well with the help of
copilot on our data set. Let's have a look at
it with the same data. Let's say I want
to ask it to add two columns with min
and max functions. Let's see how it is
able to do that. Basically, we just
want to know what is the minimum and maximum
in this dataset, specifically, going to look at that and generate those
two columns for us. This can be really useful
when we are dealing with a huge dataset and
we need to identify that it can do that over here in this particular
manner and we can add these so let's
have a look at it. It is absolutely correct,
which we have here. This one as well is
absolutely correct. Now, the great part about
this copilot is it is only still identifying these
as the dataset to refer to. It is not looking at the average expense column or the total spend
column at all. So if you look at it, the expense could have
been this as well. It is looking at the whole row. But since based on the
previous proms given, it is still
continuing to look at only this dataset to identify and come up
with the results. So it is really
great about copilot when it looks at
previous references. I hope this makes
sense. I hope you understand now how we are using copilot to apply
various functions on our Excel data sheet.
22. Adding Formulas with Copilot: Hi, guys. Welcome
to this session. In this session, we wanted
to see how we can add formulas as well in our dataset
with the help of copilot. So once you're on
the dataset here, we can also add some formulas which copilot can help us with. It can formula give us the explanation of
the formula as well, which we can then
apply on our dataset. So let's say we are saying
suggest formula column. So it's going to
look at our dataset, analyze the data which
we have provided, and based on it, it's
going to suggest some formula column which we
can possibly make use of. So it's generating the
formula column right now. So now you can see here, we can see it's given
us the brand initials. So brand initials, basically, it will extract the initials of each shoe brand by taking
the first letter if present, and then using it to
create a column out of it. And it's giving us the
formula as well, also. So here you can see the
explanation given for it as well. I will generate a two
letter abbreviation for each shoe brand name. So this is how we
can get the formula. If you want to apply the formula yourself manually,
we can do that. Otherwise, you can
insert the column right away which copilot
provides you with, and it can be added
to your dataset. So here we can apply it. In this particular manner, we can go ahead and
add the column, which is needed based on the
formula which we have used. So this is how we can also use copilot to research
on various formulas, which we can apply
on our dataset, and then analyze our data in a much more efficient manner.
23. Using Copilot for Subtotals: Hi, yes. Welcome
to this session. In this session, we'll see how
we can make use of copilot to calculate subtotals as
well with Excel data sheet. Let's say this is
the dataset which I have and for which I want to go ahead and create subtotals specifically for my
sho brand column. So I want to know the data
specifically by brand. So now what I can do is I can
give it a particular prom asking it to calculate
subtotal for the shoe brand
column specifically. So it's going to look at
the data and now give us a way by which
for every brand, we can get the subtotal data. So by brand, we will know all the details,
we what is needed. Let's say this is the one, we can insert the data as well. It has gone ahead and
used it over here, which is possibly incorrect. We can use the formula. It has given us a
formula as well, which we can use ideally, which can give us the same data. Here if we put the data, so now you can see,
let's put it right here. Now we have the data properly provided in this
particular section. This is the subtotal
data by brand. This is the total sales,
this is the cost. It has gone ahead and
added the ratings as well, which should not be the case. Idally you should be doing
an average of the ratings, but rest, it has
picked up pretty well, which we can use as well. This is how co pilot
can be used for subtotal calculations as well if it is required
in your Excel data.
24. Create a Travel Budget with Copilot: Hi, guys. Welcome
to this session. In this session, we'll see
how we can make use of Microsoft copilot to
create a travel budget. So for this, what we can do, let's say this is the dataset
which we are working on, and we want to just go
ahead and format this data and do some calculations for
this particular dataset. So let's say the first thing which we want to do is this is the budget amounts for the various categories
of the travel. So let's say we want to format this in the currency format. So let's see how
the copilot tool is able to do that for us. It's going to analyze
the data specifically, understanding what
the data is all about and then try
to format that. Now we can apply now you can see it has
been able to format the data for us in the
correct currency as well. Let's say we want to just
cod and also highlight the headers of the categories which we have the
legends which we have, and we want to make use
of copilot for the same. We're going to say
bold the headers. You're going to
look at the dataset and understand which
are the headers. This is the great thing about the tool that is able to
understand differentiate between the data points and the categories specifically and do the work which is required. Now you can see
it has done that. Lastly, let's say we want to do a total of the full
budget amount. We can simply give that
particular prompt as well to do a total of the budget
amount for the travel. It's going to look
at the dataset and then apply the total
or sum function and give us the output. It has given us the
output here as well and telling us which
formula did apply, which is B two to B six, which is a correct data area. Now we can insert that
also in the sheet. This is how we can simply
use Microsoft copilot for various purposes to make changes in our dataset
in our Microsoft Texon.
25. Optimizing workflows with Excel Copliot Part 1: Aye. Aye. We'll come
to the sessions. In this session, we'll
see how we can optimize workflows in Excel with
the help of Copilot. Various optimizations,
which we have to do when we're working
with a huge dataset, so it makes our work much
more easier and effective. So for those purposes, also, you can make use of
the Copilot tool. So here, let's say this is a dataset which we are
working on ideally speaking, and this is what we want
to start working with. So there can be some optimization which
we can do over here. Let's say, the first
thing which I want to do is the order ID column. I want to center align
this particular data. So I can give that
kind of a prompt to Copilot to do that
work wherein it will identify the column and then it will going to center align
that particular column. So this is something
can be really useful in this
particular manner. You can see over here
and it can apply. So now it has been
center aligned, as you can see over here
in the same manner, let's say the customer name. I want the customer name to be split into two
different columns, so we can give a
similar kind of prompt. Where it is going to otherwise, what you will have to
do is you have to apply a specific Excel formula with which you can
split the data. But here, as you can see,
with the help of Copilot, we can give that kind
of an instruction, and it can go ahead and
do the same job for us and we can then insert
that data in the dataset. Here it has gone ahead and
done that for first name, last name, as you can see here and we can
insert the columns. The moment you over
on insert columns, you can see the two columns getting shown over here,
which can be added now. So now we have this over here. Now, let's say, I want to delete the customer name now
because that is redundant. So we can also go ahead and ask Copilot to do
that job for us, where it can delete the
customer name column for us. And we can replace it with first name last name as
per our requirement. So it has identified
that it is going to be the B columns B one to B 16, so we can delete that. So now we can have that. Now, as you can see, what
is happening is this was a particular formula
which was being used. So here, what we are
going to do is we are going to first go ahead and copy this and then paste it again special wherein we're
going to use only values. So with this, what happens is the data does not have
the formulas anymore, and now we can apply the formula where we want to delete the column
B or customer name column. So now we have the first name, last name as required, and we can also ask
another thing which we can do formatting is possibly
autofitting the product column, which basically means based on the product name, it
needs to autofit. So let's try that also and see if Copilot can do
that also or not. We're just trying to optimize our dataset before
starting to analyze it, optimizing it so that it looks better and workable for us. So it has gone ahead
and autofit it. Let's see how that looks. So now you can see
it has been auto it. The product column
has been done. So this is how we can
use simple prompts on Microsoft Copilot to
optimize our worksheets, our datasets before we start doing our data
analysis on it.
26. Optimizing workflows with Excel Copliot Part 2: Hi, guys. Welcome
to this session. In this session,
we'll continue with the various other
optimization workflows, which you can do with Excel
with the help of copilot. Let's say, going back
to the same dataset, there are a couple
of other things which you want to do right here. So what we're going
to see here now is, let's say we want to calculate
the total sales per order. So what we mean by that
is we can see here the quantity ordered and we
see the sales price as well. So ideally, we just
want that we want to know how much was the
total sales per order. So we can basically
we want the tool to identify that and multiply these two columns
to come up with the output. So let's see whether copilot
is able to identify that. So this is going to be really useful because this
helps to go ahead and analyze our data in a
much more efficient manner. So you can see it has
identified the dataset, and possibly it's
going to give us the output also,
which is correct, C two into D two, the formula is
correct, so we can simply insert that
also as total sales. So the data is correct, which we are getting right here. Similarly, let's say there is a little bit of
formatting issues which we identify
with the dataset. So we want to check all of that. So let's say we want to specifically look
at column E and F, where the formatting can
be a little different, and we want the tool
to check that for us. And we want to check whether the date format is correct or not. So, for example, here, we can see that date
format is not correct. So we want to see
whether the tool is able to identify
that also or not. So yes, it is able to
see that specifically, and we can apply with a
red column right here. So it has gone ahead and
identified that also for us. Okay. Now, this formatting is important because once you
start working with dataset, you can also use the
co pilot tool to analyze your complete
dataset which you have, and come up with some
insights about it. So we can make use of
that, and we can now say, let's say that we want it to
summarize the total sales, summarize the total
sales data per product. So we want to see what
insights the tool can give us about which
are our winning products, which are losing products, what kind of sales we have got. So now you can see it has gone ahead and given that to us
and given an expanded one, we can insert that into
the sheet as well. So it's giving us
some summary as well. Like, for example,
Bluetooth headphones had three units ordered
for a total sales of 7497. Well ergonomic
chair had one unit ordered for total sales
of 22 triple line. So it's giving us
some insights here. And now if you want, we can have a separate sheet
created for that also. So this is how we can
optimize the data set which we're working on
with the help of copilot and do a lot of
customizations formatting, which we can do analysis of the whole data
which can happen, plus any formula columns
you want to apply to the sheet that also can be possibly done with the
help of this tool.
27. Using conditional formatting with Copilot: Hi, guys. Welcome
to this session. In this session, we'll see how we can make use of condition formatting in our dataset
with the help of copilot. Let's look at this dataset where we are going to use this. So let's say this
is a dataset where we have various
products, first name, last name, quantity, sales
price, all that is provided. Now, the first thing
which we want to do is we want to, let's say, go ahead and sort this
data, the product one, which is you can say
by alphabetically. We want to sort that, so we can do that as well. Now it is going to look at our data specifically
and it is going to analyze it and sort the
product page alphabetically. So now we have the products
in alphabetical format. Let's say we want to apply the conditional
formatting now to the stock on hold section. With that, uh, in the stock on hand
section, specifically, we want to highlight use conditional formatting
for the values which are greater than 50. Rather than applying
the Excel formula, you can give that prompt to copilot so that it can
perform that action for us. You can see now it is going to apply that and
we can apply this. These are the values
which are greater than 50, which is correct. Similarly, let's say
we want to highlight those cells in red where
the stock is less than 40. I want to look at
the values which are less than 40 and highlight those as well in
the same manner. These are all the
values, which is absolutely correct.
We have got that. Then the last one, let's
say we want to work on the status column
where we want to highlight them by a
specific category wherein we saying that
blue is for delivered, yellow is for shipped, orange is for pending, and let's say pink
for processing. And black or let's
say gray or cancer. So you want to use
conditional formatting for status column as well. These are all the
ones which we want to use and let's apply. Now you can see it has
gone ahead and done that for us as well
in the status column. This is how we can make use of conditional formatting as
well with the help of copilot without applying any
formula and apply that on our dataset and enhance the
quality of the information.
28. Enhancing data presentation with Excel Copilot: Hi, guys. Welcome
to this session. In this session, we're going
to see how we can enhance the data representation in Excel with the help of copilot. So once we start
analyzing our data set, it becomes important for
us to analyze the data and come up with more visualizations and insights from that data. So for that as well, we can
make use of the copilot to. So let's have a
look at it. So this is the data which we
have been working on. So let's say we want
to analyze this first and understand
the essence of it, the insights from this dataset. So let's say we want to know which top two products have the highest
quantity ordered. Okay? So which are the two products, which has the highest
quantity ordered? We want to analyze that
so we're making use of the copilot tool to go through this verular dataset and tell
us the top two products. So what it has come up with
is gaming Musepad and webcam. We can just verify that as
well, which is correct. So gaming Musepad and webcam
HD are the top two products, and it gives us the number of units as well, right beside it. Similarly, let's
say we want to know which product generated
the highest revenue. So looking at the total
sales column here itself, we know that the product
should be Smartwatch. Let's see and verify that. Which is correct. So Smartwatch with the total sales of 13 998. Same way. Let's say
we want to analyze further and know how many
orders are still pending. So we want copilot to
look at the status column possibly and tell us
how many orders are still pending at this
moment from this dataset. So it correctly
points out there are three orders which are
pending at this moment. In. We then want to calculate what is the
average shipping time. So the difference between shipping date versus the order date, that
is what we want. So we want it to identify
the time difference between the order date and between the shipping order date and shipping date so that
we can calculate that. And possibly what we can do here is here we can see
the output is two, here it is five, some
of more, ten, 12. So there are different
ones altogether. So now, and we can add that
in a separate sheet as well. Now how this is
going to be useful is maybe we need to
look at our processes, how we operate and try to
reduce the shipping time. So we also want to
calculate what is the average shipping time we
are taking currently, right? So that can be a benchmark. So our job or target would be that how
we can go below that. Good. It's going to
tell us exactly. So average shipping time
is one day right now. Okay? So this is how
we can take help of the co pilot tool to give us insights
from our dataset, and based on which we
can get some ideas, actionable steps
which we can perform, which can make our
productivity much more better and improve the
quality of our work.
29. Optimize workflows with Copilot: Hi, guys. Welcome
to this session. In this session, we'll see some more other
optimizations which you can do with your dataset
with the help of Copilot. So let's say this is the dataset
which we are working on. So the first thing which
we can do here is, again, let's say the sales
price column which we have, the data which we have, we want to format this as a currency, so we can ask Copilot
to do that for us. So it's going to
look at the dataset and transform that into
a currency format, which is much more ideal when we are dealing
with this kind of data. So as you can see now, it has gone ahead
and identified that, so we can just apply and
the data has changed now. Similarly, what we can
do is also we can ask, let's say we have new orders which are coming in and
we want to add that. Let's see, it's able to
add another new order ID. So asking it to go ahead
and look at adding next order ID to this whole list so that we
can add a new entry to it. The new order ID
has been generated, which we can add over here
and we can add the new entry. Similarly, let's say now
what we want to do is we want to calculate the total
sales by multiplying. We want to know the total sales. We have the quantity ordered. We have the sales
price, so we can easily get the total
sales as well, which we can ask for
pilot to generate. I can calculate itself and we
can just add that column to the dataset so here it has gone ahead and applied the formula E two
multiplied by F two, which is correct, and we
can insert that column. We have total sales also
coming up right here. Now, other than this, let's say we also
come to calculate the remaining stock on hand, we want to know how much
stock is remaining. Like for example, in case
of Bluetooth headphones, one quantity was ordered
and the stock on hand was 45, remaining is 44. Ideally it should
give us an output. Let's see something
like this is something which Copilot can
identify also or not. So we just want to know the
remaining stock on hand. And we have given the formula as well how to identify that, so it should be able to do that. Yes, it is showing us that, so we can add that also as a column right here,
remaining stock. Then let's say we
want to highlight the pending order status in red. These are the orders
which are still pending. So we want to prioritize
them, possibly. Okay, so we can reach out
to the support team for these specific orders which
needs to be taken care of, given special attention to. So we just want to
quickly identify them so here we have the three pending,
which is easily done. Other thing which you
can do is let's say go on to highlight
values in stock on hand, column where the values
are less than ten. Any of the stock on hand, um, wherein the values
are less than ten, we want to identify them
because this is our inventory, so we don't want our
inventory to go as low as less than ten, right? So we want to identify that. So we're going to see to
that as well and Okay. So here we can see for
ourselves that stock on hand, specifically if you see
in this particular one, there isn't any particular quantity which is less than ten. In such a case, no changes
are needed as such. And then let's say the last one is we want to highlight
the total sales, sales where we want to highlight those sales
which are really low. So we just want to identify where the values are
greater than 1,000. Okay? We want to highlight
those particular total sales. So sales which are more than
1,000 can be highlighted. So those are our winning
products, ideally, which we can then optimize or prioritize more, possibly, okay. So that is what we
want to do here. So these are all the products, all the products have
been the revenue, the sales have been
more than 1,000. So you see this is how we can use the Copilot tool
to do different types of analysis on our dataset and
identify the pain areas, the insights out of
it, which gives us the next actionable steps to be taken to grow our business.
30. Evaluating Copilot performance: Hi, guys. Welcome
to this session. In this session, we'll see
another scenario where you can make use of the Copilot tool
for analyzing a dataset. Let's say you are
a sales manager of a company and you
need to evaluate the sales performance
of all the reps in your team and how they're
performed so far. So for such scenarios as well, we can make use of Copilot, which can analyze our data
which we have in place. Let's say this is the
dataset which we have right now and we need to analyze
this specifically, understand how the
sales reps have done. Also, we need to evaluate the co pilots
performance as well, the data which it is providing. Let's start with the
first one wherein we say that calculate the
total sales in quarter. It needs to find out what was the total sales
in ir quarter. Is going to look at the ta set. We can identify that right now
itself by highlighting it, we can identify the sales
has been this much. Amount, which we
can see over here, let's say it comes with
the same answer or not. Yes, it has given
us the same answer. We can insert that also at
the bottom, if need be. That's the total sales of ar. Second, let's say, because
these are sales data, we would want it to be
formatted in currency. So let's do that also, just to format our data
in the right manner. This reduces a lot of
errors in the future. So we just want to
format it with currency. It's going to apply
that to all the cells. These are all in currency
now, which is great. Now, let's say, we want to see how the reps have performed. We want to calculate
the percentage of targets achieved by
each of the reps. This is ideally we know
how we can calculate this. This is the annual
target given to them. This is what they have achieved, so a percentage of that. So that is what we want
to calculate here. Let's say Copilot is able to is on the same page
with us also or not. And it does so, and it gives
us the target achieved. Now, let's say I want
to check this further. So I want to check, let's say Copilot whether they're performing it in
the right manner or not. So this is my total
sales achieved. This was the target given to us, and So you can see more or
less it is absolutely correct. It is calculated in the
right manner over here, we have the right answer
or the output given which Copilot is providing is correct in this
particular case. Another thing which we can
do here is, let's say, we want to show the sum
of the total sales and the average percentage of the targets met
grouped by region. These are different
regions provided. We want to see by region, how has been the
total sales which we have got specifically
and what has been the percentage average
percentage of targets which we have met here
with respect to region. Which is basically we
want to do a pivot. We want to do a pivot of this dataset and come
up with this solution. Rather than using the
pivot table manually, we want to see whether
Copilot can do it for us. Now, it's going to group
all the data by region. Secondly, it's going
to show the sum of the total sales and average percentage of
targets which I've met. So region, which
we can see here, and we can put it in a new
sheet as well to understand better. So here is the region. We can see the total sales
for each of the region, and then we can also see the average percentage
of target met. Okay? So percentage
is also given here. If you let's check this
as well for East India, whether this is the
correct answer or not. So here we have East India, okay. Total sales. East India is twice over here. This is the one and
another one is this. 776 triple zero, that is the correct
answer which it has got. This is how we can make use of the Copilot tool to
do pivots as well, pivot calculations
as well and analyze our dataset to come up with the insights which we
require for our business. I hope this makes sense. I
hope you understand now how Copilot can be used very effectively with our
Microsoft Excel.
31. Improving Copilot performance through customization: Hi, guys. Welcome
to this session. In this session, we'll
see how we can improve the copilot performance through
various customizations. So let's look at
the same dataset, and now we can start working on this data to make sure that the copilot is taking into
consideration the dataset. We can just ask initially
to show data insights. This will just if this
provides you a response, then we know that the co pilot has taken the data set
into consideration, and then we can
move forward with other information which
we want to collect from. So it gives us some information over here as you
can see over here, average target achieved top
performer is Rahul Meta, it has taken that
into consideration. Now, let's say we want
to find out what is the sum of the total
units per region. So we have total
units sold over here. We want to know per
region, what would be. There are different
regions provided. Ideally, we can do this manually by filtering
by region and then summing up the units.
That way we can do it. But now you can see
very quickly we can identify it by region
with the help of copilot. Same way, what we
can also ask it is to generate the sales
generated per region. Looking at this, we can
estimate that most probably North India would have
the highest revenue because there itself, we had the highest units sold, should be like that, which is the case as well as
we can see over here. North India had the
highest sales generated. Also what we can do is
we can ask it to tell us who has been the best
performing sales rep, in totality from the dataset. So the way it should be doing it is looking
at the total sales. It can sort that by, uh, top to bottom, descending to ascending order here in this particular manner. We can identify that the best performing sales
rep has been Rahul Meta. Which we want to see whether the co pilot tool is able to do it also or not.
Yes, it is able to do that. It can also tell us the region for AhulMta is South India. Okay, total sales it has
generated it has given us. And lastly, we also
want to see whether it can compare the different
quarters performance by rep. This can be a little tricky
where we want to see quarter by quarter comparison
of each rep. That way, it's more like a pivot
where we want to compare the ter coqterthuter, cir quarter sales per rep, how the reps performed
across every quarter. Okay. So that is what
we want to identify. There can be scenarios wherein it might not be able
to give us the output. Okay. So in such cases, we would have to manually
do the analysis ourselves. So this is really great with the help of which
you can see with the help of copilot
very quickly we are able to analyze our dataset. We don't have to manually apply any formulas here,
and then do it. This all can be done very
quickly with the help of a simple prompt which we can give to the tool and it
can analyze our data. I hope this makes
sense. I hope you understand now how
we are making use of copilot to analyze our data
much more efficiently.
32. Evaluating Copilot performance: Hi, guys. Welcome
to this sessions. In this session, we'll
see another scenario of how you can evaluate the copilot performance for different optimization
workflows you do with the dataset with
the help of the tool. Coming back to this
dataset again, we're going to do a couple
of more insights, let's see. First is where we
want to highlight the values which are less
than in total sales. We want to know
which are the sales which have been less than 400 k. Let's see whether the tool is able to identify
that looking at this. Idally we can do that
by adding a filter to this And we can identify that, but here it is able to do so. Right here very
quickly. Same way. Let's look at which are the
top three sales reps based on revenue who have brought in the highest revenue,
which we want to see. Idally we will look at the total sales of
each of the reps. We can sort it by ascending or descending order and then
find out the top three. But here very quickly, it can give us that. There is Raul Mata,
Sura redial Kapur, and the revenues are
also mentioned out here, which are the top three,
which is very good. Then we can also highlight the sales steps with the
total sales is below average. We want to know
the bottom three. Okay. So we want to know the reps who have
not performed that well and whose sales
have been below average, so we need to find that out. These are the people
whose sales have been below average much
lesser than the top three, so we can identify
that also very easily with the region also, which it is mentioning,
which is very good. Let's say now we want to apply
conditional formatting on the data where we want
to apply color scale to new clients specifically
in this column new clients to show the sales with the highest and lowest number
of new clients. So conditional formatting of
segmenting it by knowing, which are the highest number of new clients sales
reps have got and the lowest number of new
clients they have got. So here, it is going
to apply that. So now you can see
this is correct. Okay. So these are the
highest number of new clients got by sales reps and the lowest ones also
highlighted in red. Let's try to look at doing
something different, which is going to be
creating a bar chart, summarizing the total
sales per region. Now we want to know
the total sales, but in a bar chart fashion. We would want copilot to
generate a bar chart, looking at the total sales. By region, it needs to
segment that we will have bars per region and showing
us the total sales for that. Ideally, in that
particular manner, it should be able to
generate Otherwise, you can do that also certainly manually wherein you can
filter the data out, then you convert them into a
bar chart manually yourself. You can choose bars, you can choose Pie
chart as well, scattered chart as well. All those can be used out here, which can be done
purely manually. But here what we want
to see is whether the copilot tool can do that
work automatically for us. So right now, as
you can see, it's unable to create the bar chart. Okay, we need to try
once again later. Okay. Let's see
another one wherein we want to summarize the
total sales trend for top three sales reps.
Basically what we want is to summarize the
total sales trend for the top three sales reps, it had already calculated that the top three sales reps who are there at we want to
summarize their total sales. So that it has been
able to create. You can see for hul Meta, Surajadi and Kunal gapur, it has provided that we can
add this to the sheet also Same way. Let's look at summaries for the
total sales for trend. The last one compare
the number of client meetings
versus the number of new clients per region. Let's say it's able
to do that or not. What we want here is to compare the number of client
meetings which has happened versus the number
of new clients per region. Okay. It's going to look at how many number
of client meetings, which also it has been
able to generate. So now we have region wise, client meetings plus new region, which we can also insert. As you can see now, with
the help of co pilot, we are able to build
these very fast and which can be used for our
data analysis in a much more effective manner.
I hope this makes sense. I hope you now understanding how copilot can be used
effectively in analysing our data
and telling us insights which would
be really useful to improve our productivity.
33. Introduction to Excel: Basic navigaiton : Hi, guys. Welcome
to this session. In this session, we want
to do a basic navigation of the Excel sheet,
which we are working on, specifically
understanding what are all the features which we get
to see on the Excel sheet. It can become a
little overwhelming to see so much
information out there. That's why we want to just
do a simple navigation to get comfortable with
the interface of Excel, which we're using right now
extensively with copilot. So this is how the worksheet
is going to look like. As you can see, this
is the worksheet where you're going to add data. So here you can write your data. You can do multiplications.
All that you can do. You can do a function as well in this particular
manner where you can add So like this, you can go ahead and data. So this is this sheet where we are going to add all
the information. Same way, you can
add multiple sheets. So there can be more sheets which you can parallel
be working on. Okay? So that can be
there as well right here. Okay. Apart from that, you can see the menu over there, which is the classic ribbon where all the information
is available. So here, if you want
to make any changes, that can be done
wrapping the text, merger or center,
conditional formatting you want to use, all
that can be done. Also, if you want to install
or kick off co pilot, you can do that right from here. So this is how we can start with copilot and
start working on it. Um, now, in addition to this, you can also see the
formulas column, which is going to give
you all the formulas which you can use from here, while you are
analyzing your data. There is also a
data section where you can upload data
from different sources. You can group ungroup
them as well. You can add a filter to the data as well if you
want to do filtering. So all that can be
possible right here. Review will be a
case where you can add comments. You
can add comments. You can ask it to
show the comments. Okay, you want to add
notes for your data. So whatever data analysis
you're doing if you want to add any comments
or notes for it, that can be done
from this section. There's also a view section which gives you if
you want to see 100% view of the whole data set, specifically, how it looks like with grade without grade,
you can do that as well. You can freeze the pans as well. Okay, formula bar, if
you want to see it, you can do that also
through the view section. Apart from this, there's
a help section as well. If you are stuck at somewhere
some issue is happening, you can take some help
from the help section, the support section we have contact support,
which we have here. Also, you can search for
any kind of information in the search box provided on the top of the screen,
middle of the screen. So this is how overall, uh, the Excel sheet is going
to look like for us, where we are going to do most of our data analysis,
ideally speaking. And from here, you can
go ahead and connect it with the copilot to make
those necessary changes, analyze different
types of dataset, figure out insights, and, build some action
plans around them.
34. Introduction to data types: Hi, guys. Welcome
to this sessions. And this session we'll see the different types of
data which we need to deal with when we are working
on different types of datasets in
Excel, specifically. So once you start
working on data, so there can be
different types of datasets which we
are working on. So as you can see, this is one of the dataset
which we have. So one, we have the textual data which we get to see here, right? Okay? So there's textual data. There is numbers as well. There will be dates as
well, Boolean, as well. There can be various
types of data which we need to analyze in a dataset. To give you some examples, textual data is
something like this, which you get to see right here. Now, something like
this, the movie titles, country, you can say
the director, genre. All these are textual data which we work on a
daily basis with. Numbers are going to be
in different formats, numbers, with currencies, numerical numbers, decimals
will also be there, as you can see over here
in rating or revenue. These are going to be runtime. All these are going to be in the numbers format data which we need to also deal with
and we need to analyze. There's also going to be dates, so different types of
dates which are there in the dataset specifically in different formats
which you will find, which we also have to look into which becomes a part
of our work as well to analyze how uh the product is working and based on which we need to make the
necessary changes. Then comes Boolean. Boolean is primarily going to be
where you're going to, um, the output can be
yes in a yes on or no, or it can be on and off. So based on which you give some inputs related to Boolean,
which will also be there. These are the various types
of data which we need to day in day out with when we're doing any type of
data analysis in Excel, and we make use of
copilot over here, which recognizes all
the different types of data in the same manner and
gives us the outputs for it.
35. Converting data types: Hi, guys. Welcome
to this session. In this session, we'll
see how we can convert the data types with the help of copilot in an Excel data set. So let's say this is the dataset which we
are working on right now and we need to
change the dataset, the data type into
different format. Like, for example,
the revenue column. Okay? So the revenue
column is specifically, this is the revenue parts, we want to have the
currency format on this. So what we can do
is we can give it a specific prompt where we're asking it to convert
the revenue column to $1 currency format. So it's going to
look at our dataset specifically, identify, okay, which is the numbers which you're looking at,
specifically the numerics. And then it is going
to make those changes. So let's have a look at that. And we can apply the changes. So now it has been
able to do so. Apart from this, you
can further more possibly go ahead and format this in the more
relevant manner. Let's say we want to
replace the periods, which you see in the revenue column to comma because this
is all in millions, so we want to have that
much more realistic. And let's see if it is able
to do that also or not. Okay. So this is how, we are
using the copilot tool to format convert our data
types in the right format, and then we can make use of it to go ahead and
change that for us. And then analyze the data in the right manner. I
hope this makes sense. I hope you understand now how AI tools like copilot really
helps to format our data, to understand the data in a much more better manner and
improve our productivity.
36. Working with data types: Hi, guys. Welcome
to this session. In this session, we'll
see how we can work with different types of
data in our dataset, specifically with the
help of Copilot as well. So there can be, as we
discussed earlier also, various types of datasets
which we need to deal with. So let's say the
first one which we have here is the textual data, and we want to make
this bold primarily, so we can just highlight that
and we can make that bold, right in this particular manner. Okay? And then we
can also go ahead and change the text
as well if need be, into a different format
in this particular. The other thing
which we can do here is formatting the
revenue section. So the revenue section is here, so we can format this as well. So there are two
ways of doing it. One is, obviously, you can use Copilot and give it
a prompt to do so. The other one which can give
you other options as well is right clicking highlight the information and you
can format the cells. So when you come to
formatting options here, you will have various options. So currency is already there
or you can go to accounting, which can give you
various options. So you can decide the
decimal currency, all of that, and you
can format the cells. The other thing which you
can do here is going to be, let's say formatting
the year of release. Y of release is also in a certain manner format given and let's say we don't
want to use this, we want to use a
different one altogether. These are all the options
which you will get, which you can also reach by right clicking and
doing format cells. Here, let's say, I want
to do it in this format. I can use that
possibly or else I can choose textual essay as well
in this particular manner. We have done this and then
unwrapping the movie title, you can also make use of
Chat GPT primarily to copilot specifically to unwrap the movie title and
the director column. So it is going to look
at the dataset and it will unwrap both
the columns for us. So this is how you're going to use you're going to work with different types
of data ideally, and then you can make use
of Copilot as well for the same where it can
unwrap the movie title. I can unwrap the
director column as well, and any type of
data which you may have. I hope this makes sense. I have able to understand now how we are
supposed to work with different datatypes in Excel
with the help of Copilot and then analyze it to produce
great insights for art work.
37. Understanding data types: Hi, guys. Welcome
to this session. In this session, we'll see some more other different types of optimizations which we can do on the workflows with respect
to dataset in copilot. Let's say we are working
on this particular dataset where we need to perform
these particular actions. So this is the dataset which
we are working on right now. The first thing which
we want to do is to center align the headers. The header which we have here, you want to header in the
table needs to center aligned. Let's say if copilot
is able to do that for us in the same manner, we can do some level
of formatting of the other data as
well in the dataset. I guess it has been able
to do that, we can apply. You can see it has been
center aligned now. Similarly, let's do
a left alignment, which we want to do
for year of release. This we want to left align. It has highlighted the data, it has identified which
particular column to do this for and now apply. This has been left aligned. Then we can also look at which movie generated
the highest revenue. We want to identify
the movie title which has generated
the highest revenue out from the revenue column. So this requires the
copilot tool to identify. We're talking about
the movie title, so the output has to be
coming from movie title and the condition is being
the highest revenue. We have to from the
revenue column, it has to find out
the highest value, and against that, whichever is the movie title, that
will be the output. So that is what it
is supposed to do. Let's see it is able
to identify that or explaining exactly
what has to be done. It has ntified the movie is Avatar, which has
the highest level. Same way, let's ask which
movie had the highest runtime. We're looking the
output to be in movie, not how much runtime, we're asking which movie had
the highest runtime. Now it's going to look
at the runtime column, identify the highest
value there, and give us the
name of the movie. Right now, it is not able to produce that, but in the same manner, you can also generate that information. I hope this makes sense.
I you understand how we are using the co pilot for various different
reasons to find out insights from our dataset which we can use further for our work.
38. Using basic arithmetic in Excel: Hi, guys. Welcome
to this session. In this session, we'll see some basic arithmetic
which we can do in Excel and also the usage
of copilot in our dataset. So once we are in our data set, let's say this is the dataset
which we are working on and we need to find out
these particular data. So we can use some apply some arithmetic over here, like
percentage ownership. So we want to know that this
is our ownership right now, these are units which we have bought specifically out
of the total units. So we just need to know
the percentage of that. So this is a simple way
of applying a formula. So whenever you're applying
a formula on an Excel, it starts with an equal to, and then we can give
our total number of units or shares
which we have bought, divided by the total
number of units. Which is what is
going to give us our percentage ownership
over here, right? Okay. So now what you can do is to find out for
the rest of them, you can just on the
bottom right corner, you can just double
click on that. It's going to generate for the rest of the
entries as well. This is how we can go ahead
and calculate the first one. Let's look at the second one, which is our FMB, which
is our fair market value. So for this again, what we're going to do is to calculate our fair market value, we're going to apply a
formula so equal to, and whatever percentage of
ownership which we have multiplied by the
current market value, current fair market value. So this is what is going to
be calculated over here. So now we have that as well, our fair market value. Same thing which we're going
to do for the rest of them, we double click and we can
get the data right here. Once you have the fair
market value as well, now what we want is, let's say
the return per investment. So our investment is in the
first column in the B column. And this is, uh, fair market value right now, return on investment
which we want to see for them. Let's have
a look at that. For that, we're going to see a difference between the two. So our current value minus the initial investment is what we are going
to see out here. You can see this is how we can get our return per investment. This is the subtraction
which we have done over here for calculating
return on investment. Now, for summing
up our total FMV, fair market value
for all of them, we just need to do a sum of it, so you can do it in both ways, which is you can either apply a sum formula
here and do it or you can make use
of the copilot as well to provide us
that information. Let's see how copilot does that. It's going to look
at our dataset, look at the RFMV column, ideally speaking, and then it should be adding
the whole thing. It has found out H column, and it has given us the total as well, which we
can add over here. You can see the total has
come up in the same manner, what we can also do is calculate
the ROI as a percentage. So whatever is the return
on investment right now it is in whole numbers. We want it in percentage format. So let's see how it
is able to do that. It has found out
that as well and we can insert that
column right here. We have the ROI percentage
also coming up right here. This is how we can make
use of the uh we can do the basic arithmetic
calculations on the Excel sheet. We can also make use of the
copilot tool to provide us solutions for specific
queries which we may have.
39. Applying mathematical functions in Excel: Hi, guys. Welcome
to this sessions. In this session, we'll
see how we can apply some mathematical functions in Excel and with the help
of copilot as well. Going back to the same dataset, we're going to see a couple
of things over here. First is, sum of current FMB. The current fair
market value is here, so we can do sum of it. Let's have a look at
that, how we can do this. For the sum, we can use the sum function
provided and we can highlight the area and we
can get the sum over here. In the same manner we
can we can also ask to copilot to calculate the
total current FMB as well. Let's see if it's
able to do that. It's going to look
at the particular dataset and try to do it itself so that also we can see so that we have both the
versions available. So it has given us the
information over here, the amount is the same as
you can verify out here. Next is, we want to find
out the average RI. So this is the total
amount which we have. So let's say we want to
find out the average. So we can again apply a formula And now we have the
average RI also available. Let's ask the copilot to calculate the same
thing for us again, and hopefully it should
give us the same output. You can see we are trying
to apply both the options, which is manually calculating so that we know which
are the formulas being applied and using copilot
also to do the same work. Here it is going to do that, calculate the average it has given us the formula
how to do that, and it has given us the average
RI also, which is 33.34. Now let's look at the
min and max value. Let's say we want to find out the minimum value in column B. Column B is ideally our
initial investment, we want to find out
the minimum over here. We can find out the
minimum by following the function over here, min and we know that the minimum value
is going to be 2,500. Let's try to identify
that with copilot also. You can see these are various functions which we can easily use with copilot and we can
get the output from it. It's using a different
formula altogether. The minimum value it
has also find out to be 2,500. Same way. Let's try with
MAX. Max is 1,500. Let's try that with copilot. It's given us the max
amount also as 15,000, same as what we had calculated. Now, similarly,
what we can also do is we can find out the
calculate the lowest ROI. So lowest ROI. So let's try
to find out the lowest ROI, highest ROI as well. Okay. So here again,
we are doing minmax. Let's see if copilot can also come up with
the same output. A Over here, it is giving us a different
output altogether. Let's look at the highest ROI. Also in the same manner,
we can calculate. Let's look at a count function, which is going to be counting the number of investments
which we have. We can apply a
function over here, which is count A and we can see the number of
investments is 15 and let's ask the same thing to
copilot to provide us also. It's going to look
at the investment name column and should count all the
investments and give us the same output. That
is the expectation. Let's see if it's able to do so. As you can see, it has been
able to provide that also. This is how we can apply different arithmetic
functions in Excel with copilot without copilot as well and get our
desired outputs.
40. Applying logical functions in Excel: Hi, guys. Welcome
to this session. So in this session,
we'll see how we can go ahead and apply logical functions as well in Excel with the
help of Copilot. So for this, we're
going to look at a different dataset where we have the name of the employees, department, their sales target, actual sales they have got. And based on which we want to check whether they
have met the target, their eligibility for bonus and whether they need
improvement or not. Okay? So let's look at first is going to the
sales target met, whether they have met
the target or not. So for this, we're
going to use a simple if function where we
are saying that if the actual sales is more than if it is more than
the sales target given, then yes, they have met
the target, otherwise, no. That is what we
want to apply here. Here we are able to
apply that and we can get the target met for people and not for those people
who have not met. So this we have got.
Now, we want to apply, use the co pilot now to check if the employees have
met the target and the performance
rating exceeds 90%, then it makes them eligible
for the bonus, right? So in this case, what is happening is both the
things need to be the case. First is, they have
met the target. Second, the performance rating also needs to be more than 90%. So there are two
conditions to be met. Only then they are
eligible for a bonus. So this is what we want to get
from the co pilot as well, whether it looks at
both the conditions and then give us an output. So let's have a look at it, whether it's able
to do that or not. So now it is going to
look at our dataset, and it's going to look at
two parameters which is target met and
performance rating. So both the conditions should be applied, which has
looked at that, and now we can insert
that it is eligible, eligibility is met over here. We can in the same manner, now we want to see the
needs improvement. Needs improvement is you want to calculate whether an
employee needs improvement by checking if their
actual sales is less than or equal to, it is less than or equal to their sales target or if their performance
rating is below 85%. Even any of the
cases if it happens, then we can mark
them as improvement. If either condition is met, otherwise, we can
mark them as okay. So here, any of these
conditions, if they are met, then it will be needs improvement
or else it can be okay. So here you can see, we're making use of logical
functions like if and or is being used with
the help of Copilot, right? So Copilot is
automatically using these functions
to coming up with the output needs improvement, and it has used if or function
you can see over here, it has used that
particular formula, and now we can get the output. This is how we can make use of the Copilot tool to apply
logical functions as well in our dataset to analyze
the data and come up with the insights which we need
for our day to day work.
41. Combining logical and LOOKUP functions for advanced data analysis: Hi, guys. Welcome
to this session. In this session, we'll see
how we can make use of Copilot to apply lookup
functions in our Excel data. So once you're on the data set, so let's say we have to find out certain information here. The first is what
we want to find out is return the name
of the employee ID. So we want to find
out what is the name of the employee ID e005. This can be done with
a V Lou specifically, but rather than
that, we can also use Copilot to provide us
that same information. So here, it is going to
look at the employee ID, and against that,
whatever is the name provided that it should
be giving as an output. Let's see if it's able
to do that. Same manner. Other lookup functions
like X, lookup, H lookup, all those
functionalities, you can give it to Copilot to figure out and it can
give us the output. Let's see that with the first one So here we can see it has given us the output AspinalGupta,
which is correct. Okay. Let's look at
another one which is written the Department
of name Kaba ED. Employee ID employee name is Kaba ED and we want to know the
department name over here. So in the same fashion, it is
going to look up for that. Now you can also start giving
other conditions as well. While this is going
to be a pretty straightforward information
which we are asking, but you can see we can provide some specific conditions as well in the prom to give
us much better output. So here, we can identify that it has given us
the right output. It is going to be HR department. Now look at the other option, which is look up the
employee ID of Puja a year. And check if her target was met. So now we are not
asking a direct output, but we are asking Copilot
to assess itself whether this particular employee
had met her targets or not. Now, ideally, the tool needs
to look at her sales target, needs to look at
her actual sales, then figure out whether
she met the target or not. And here you can see it
says target met, yes. This is how we can make
use of the Copilot tool to apply various lookup functions easily on a dataset
and get our output.
42. Using conditional, data, and time functions with Copilot: Hi, guys. Welcome
to this session. In this session, we'll see
how we can make use of conditional data and time
function as well on a dataset, specifically in Excel
with the help of copilot. Let's say this is
the dataset which we are using right now and we can start with some of the actions which we can
take on the dataset. Let's say we want to find out the date and time
function we want to use. What we want to find out
is the difference between the date admitted of the
patient and date discharged. Here, we can do
that specifically, which is going to be in
this particular manner, we can identify
the data in time, which we can see the difference, how much time it has taken
for the discharge or else we can make use of copilot as well to provide us
the same output. So we can give it a prompt wherein we say that
add a formula to calculate the difference between the date admitted and date
discharged in days. So it's going to
look at our dataset and then it is going to
calculate that for us. This is something like using date and time function
with the help of co pilots, it's given us the formula, Okay, I two and H
two and with that, we can apply that. Same way, let's look
at countif as well. So when countif, what we want to do is we want
to calculate the number of aema patients in
the diagnosis section. Okay. So here, it can
be done with two ways. One is through Excel
formula like countif, and the second day is we can
do it with copilot as well. So let's look at countif. So here we can apply Countif. And we take the range, which is this, and
then we say thema. So thema is here, so we could find that out. In the same manner, we can
give it a simple prompt to copilot to calculate that to find out how many patients are there from asthmas. You can see the prompt
is also in the sense, human conversation which we
are having with the tool, where we are just asking how
many patients have diabetes? We are not mentioning
diagnosis over here, but it's able to understand that and trying to provide us. There is one patient
diagnosed with diabetes. We get the same. Same way, we can do some if as well. So if is where we're trying to do a sum based on
certain condition. So let's try to find out for
a specific treatment plan, what is the outstanding bill? So we can do a sum if
let's say the range is, this is the training
treatment plan. So from this range,
specifically, we want to find
out for dialysis, what is the outstanding bill. So we will say dialysis. And then we are going to give
the outstanding bill area. So with that, we get the amount, which is right now 85,000. This is how can we make
use of the semi function. But now let's say we want to do the same thing with
the help of copilot. So we can give it
a prom which says, add up the total
outstanding bill for patients with dialysis. So ideally it should
give us the same output. So it's going to analyze our data and use
the sum function, you can see all the
SumF count if date. All these are
functions are used by copilot itself to
find out the out. We have the output.
This is how we can use various functions of Excel with the help of
our copilot tool.
43. Using nested functions for complex calculations in Excel : Hi, guys. Welcome
to this sessions. In this session,
we'll see how we can make use of nested
functions as well in some complex calculations in Excel with the
help of Copilot. This is a case where you
want to use count ifs, which is multiple
conditions or sum ifs, multiple conditions
are being used to do counting and for
summation of numbers. Okay, so this you can
also do with the help of Copilot where it is going to use these two
particular functions. So let's say for this
dataset specifically, we want to calculate how
many patients diagnosed with migraine were
admitted in Jan 2025. So now there are two conditions. One is that we are
looking specifically for u diagnosis,
which is migraine. So this is one condition, and they were
admitted in Jan 2025, Jan 2025, which is
12th of January. So we want to know how many
such patients were there. So, ideally, if you look at it, which is you have acne
for migraine it's going to be only one,
that's the answer. Well, let's see how Copilot
uses the countif function to count Is function to come
to this particular solution. So it's going to use
the countifs function specifically to put
these two conditions, specifically for diagnosis
and for date admitted. And with that, it will try
to provide us the result. Same way, you can find out
for some ifs as well where multiple conditions
will be used to finally come with the output. It says only one
patient diagnosed with migraine was admitted
in January 2025. So you can see it has come
up with the right result. Now look at SIFS. In case of SIFS, what
we are asking for is the outstanding
bills for patients, outstanding bill for patients
receiving Gioplasty. So the treatment is
NgioplastyO condition. Second condition is,
which is admitted on first of January 2025. So these are the two conditions and the outstanding
bill for that was 12120 k. So ideally, that should be the output, which we should be getting right here. So we can see the total outstanding bill for patients who received
NGI plus t where admitn for Jan first was 120 K. So this is how Copilot makes
use of complex functions like sumFs and
count taps to solve our calculations and provide
us the right output.
44. Data entry techniques: Hi, guys. Welcome
to this session. In this session, we'll
see how we can make use of copilot to do data
entry work as well. So if you want to add
any particular data in the dataset which
you are working on, so you can make use of
copilot over there as well. So let's say this is the
dataset specifically, where in the supplier column, we want to add the
supplier names or let's say this is going
to be not applicable, so we just want to
add NA to this. So we can do that with
the help of copilot also. So we can fill the entry cell in
supplier column with NA. So now it is going to
analyze our dataset and based on which you will see the supplier column
specifically, finding the empty cell in it and try to replace it with NA. So now you can see it has
identified that and with this, we can go ahead and
replace it with NA, and then we can
enter any type of such data in our dataset with
the help of copilot. Um,
45. Using data validation for accurate data entry: Hi, guys. Welcome
to this session. In this session, we'll see how
we can use data validation as well in our datasets in Excel with the help of copilot. Data validation can really
help in identifying certain type of data
which you want to have in a specific
area in the dataset. Let's see how we can do this. For example, right now, let's say this is the column,
which we have stock level. We want to create data
validation wherein we don't want to have any value which is more than 500 or less than zero in this
particular column. So how we do that
is we can highlight this particular column and
we go to data validation. Where we're going to use
whole number and we define it as between minimum zero to
maximum 500 and we apply. What it means is that this particular column
should not have a value more than 500
or less than zero. Now if I go ahead and put, let's say, hundred here, it's going to give me
a data validation rule which says that this cell must contain a whole number 0-500. Same way, if I put a negative, let's say 15, it gives me the
same kind of notification. So this is how data
validation can be used. Now, if you want to take help of copilot for the same thing, you can give it a prom
to provide you with a formula or the way to
apply data validation. So it can certainly research
on that and tell us how we can create a
data validation rule for a specific whole number. And then we can apply
that on our dataset. Select the cells where you want to apply, which we have done, go to Data tab, and
then in Data tab, go to data validation,
over there, we can allow to hold number,
and then we can set it. Exactly the same steps
which we did right now. Same manner, let's
look at another data. Let's say the supplier column. Specifically for this,
we want to create a data validation where
we want to create a list. And here we are going to put a list of all the
suppliers which we have separated by comma. Okay. Like this, we can create it
and we can apply. Now, you will identify
a data a drop down, which will give you
all the options. Now you can select and you can change in this
particular manner. You can do that. Even for the new sets
if you want to do so, you can apply it in this
particular way going for. This is how we make use of the data validation in our dataset and also with
the help of copilot, we can apply it on our data
to generate insights out of.
46. Practicing Data entry techniques Activity: Hi, guys. Welcome
to this sessions. In this session,
we'll see some of the data entry activities
which you can do with your dataset to enter data which you would
like to analyze. So once you have the dataset, let's say there are a couple of things which we want to do. One is going to be filling
the product code over here. So you want to fill the
product code so we can fill you can define the
format in which you want it. Okay? So let's do that first. So let's say we want it in
this manner, the first name, and then the prototype.
This is how you want it. So now what you want is
that in this same format, you want to add all
the other details. So all you have to
do is you can do Control E. When you do
Control E, automatically, all the format gets
added over here, and you can just
double check once whether it has been
correctly done or not. This is one way
of entering data, which can be really fast. Second is, let's enter
the data at the end. So here, let's say you want
to add a new data altogether. So for that, you can just
go ahead and do Control D, here you can add the data. Let's say this is the new one and product ID
number is this, and you want to add
the product code. Again, the same thing, Control E will add the product
code over here. This is how you can
enter data at the end. Last is let's do stock
level data validation which you want to do so you
can just select the area, go to data data validation. Here you can define. Now we have done the
data validation. Let's do with a negative first to check whether it's
working properly or not. It is working properly.
It's giving us that there is a rule applied
for zero to 1,000. Let's try for that as well, we can see there is a
rule which is showing up. This is how quickly you
can do data entries into your dataset which you need to analyze
for your work.
47. Formatting data in Excel: Hi, guys. Welcome
to this sessions. This session, we'll
see how we can format the data in our dataset in Excel with the
help of copilot. Let's say this is the dataset which we
are working on today. So there are a couple of things
which we want to do here. The first is going
to be formatting the amount section,
which we can do here. You can go here specifically
and you can change that. You have multiple options there, we can put it to
Control Control one. That will give us the
option to format this. Let's say we want
to format this as currency and dollar
signs, we have that now. Now the next is you can do the same thing with the
help of copilot as well, where you can give it a prompt
to format the values in the amount column
to add currency. I' going to look
at our dataset and based on which it
is going to apply, make those changes, which we
can apply to the dataset. So now it can apply which is E two to e 16,
which can be done. Third, let's say we want
to format the header row. We are formatting, so we
want to make the data look a little bit more neat and proper. We're giving it a
prompt, which is format the header row as bold and set the color to
blue of the header row. Then make the font color white. Let's see how this works out. Just going to look
at the header row. It is going to make it bold and then make the background of it as well blue and
the text color of it, the font color to be white. And we can apply.
Now that is done. Let's look at another
one. We can add borders to the table in black. These are all formatting
prompts which we are giving to copilot to make our data
look a little bit more neat. So now we can apply. Know
table has been added. Okay. Next, what we want to do
is we want to see for specifically for
the expense column, which we have the type
column which we have. We want to demonstrate
expense as negative, because that's the
money going out. So we ideally want to see
it as a negative amount. So we're giving it a prompt, which is where the
type is expense. Convert the amount
to a negative. So let's see how it does that. I So we're calling it assigned amount and
which we can add over here. Though signed amount is added, then what we want to do is we want to sum
the signed amount. Whatever is the
assigned amount now, keeping in mind that there are
negative expenses as well. We just want to do a
summation of all of these. If you just highlight it, you can find the sum here, which is 495 K. Idally copilot should also
give us the same output. So 495 K, which we see, Okay, which you
can apply as well. So we have our total
over here showing up And then lastly, let's say we want to highlight the expenses in
the signed amount, which are less than 5,000. So we just want to look at those expenses which have
been less than 5,000, or let's say we are
making it a little bit more 45,000 and see. It's going to look
at the amounts and look at the
specific expenses particularly and
see which expenses were less than 45,000
and highlight. So let's see over
here, this is the one. This is the one. So it has highlighted
all those expenses are less than 35,000, 45,000. So this is how we
can easily format our datasets as
well with the help of copilot on our Excel guys.
48. Formating techniques Activity: Hi, guys. Welcome
to this session. In this session, we'll see
some formatting techniques which we can apply on
our dataset in Excel, also with the help of Fo Pilot. So let's have a look at it. Let's say this is
the dataset which we have and we need
to work on this. The first thing which we
want to do is we want to format the whole
data properly, so we can highlight
the whole information, and then you can
right click anywhere. You can just right click
in any of the columns. And when you do so,
it can be formatted in this particular
manner. You can do that. Then let's say we want to
format the date column, specifically, you want to have
it in a particular manner, you can do that as well. If need be, that
can be done also. Now, other than this, what we can do is we can format the amount columns as well over here so we
can highlight that. And here we can
format the cells. So you have the option
over here to choose, let's say we want to put it in currency In this
particular manner, we have formatted the amount
and the budget column. The next thing
which we can do is we can highlight the headers. We can just select and we can highlight the headers
in this particular manner. Now let's do some sort of formatting with
the help of copilot. The first thing which we want
to do is we want to see, let's say, where
the type is donor. This is the donor column
where the type is donor, we want it to be
highlighted in light green. Let's see if co pilot
is able to do so. We are asking it to look at
the type column and look at the donor data which is provided and only highlight
them in light green. Let's see it's able to do that. And we can apply. It has
gone ahead and done that. Now, in the same manner, let's say you're
giving another format which is where we are saying that where the type is expense. Let's highlight it by light red. The same thing,
we are looking at the type column and in
that we're looking at the expense part
and we want it to be done in specifically
light red. Now you can see it has
gone ahead and done that. Let's refresh the page once. We have the data in place. Let's bring back the copilot. Now, other than this,
let's say we want to also do we want to see where
the donor is donor B. In the donor column, where
the donor is donor B, we want to highlight
the amount in yellow. There is donor B here,
there is donor B here, we want to highlight the amount. The amount is this one which
needs to be highlighted. Let's see whether it's
able to track that. It's going to look
at the same dataset. Look at the donor column, identify donor B in that and needs to highlight
the amount against them. There are different ways by
which you can absolutely use copilot to format your
dataset and do that as well. So it is giving us specifically, the steps how to
do it over here. Let's do another one, which is donor C. We are saying that where donor C has donated income in June, Donor C has donated income
in June, specifically, highlight the amount in There can be different ways
you can see now with the help of copilot where
we can format our dataset, make it much more
better readable, and then you can use
it for analyzing data to bring out insights which we can use
for our own business. I hope this makes sense. I
hope you understand now how copilot can be used for
various formatting techniques.
49. Enhancing data presentation: Hi, guys. Welcome
to the sessions. In this session,
we'll see how we can enhance the data as well of our dataset in our Excel
with the help of copilot. So let's see a couple of things which we can do right here. So the first is going to be, let's say this is the dataset
which we are working on. So first, we need to
format the market value. Okay? So this is
the market value specifically to currency and
the purchase price as well. For these two, we need to format the market value in the
right currency format. Okay? So what we can do is
we can do it with controlled one and we can
choose the currency over here. Now we have the market, um, the values are formatted
to a currency format. Second thing which we can do
is conditional formatting. So here you can see, with Excel, there is multiple conditional
formatting options provided like
highlighting cell rules. So you can set up certain rules, which can be greater than or between equal to
texts that contains. So there are various rules
which you can set based on which you can do a lot of conditional formatting
of your dataset. Then there is also
top or bottom rules. So these can also be useful, which is like bottom
10% you want to highlight or top 10%
you want to highlight, above average, below average. Those can be also formatted. Conditional formatting
can be applied on them. Data bars which you
can use right here. We'll see how we can
use these as well, color scales which
you can apply. Let's say you want to
apply color scales, which we can do on these
values specifically, then you have icon sets also. These can be used as well in the datasets,
ideally, speaking. Okay. Then if you want to
create a new rule yourself, you can do that also from here and there are
ways to remove the rules as well from
selected areas of the dataset. So these are all the options
which you get right now. Now, let's do some color
scales which we want to do. So let's say for the market
value which we have, we want to do color scales. We wanted to apply color scales. So now it has gone ahead and done that
looking at the data. So, for example, the
highest data is this one, so that's in green, but the
lowest ones are in dad. Right? Now, in the same manner, let's apply some data
bars on purchase price. So let's say we want to
apply data bars on this. So let's see how data
bars actually look like. So here, you can
apply the data bars. Solid fill or gradient fill, you can choose based
on your requirements. So let's say you want
to do light blue, it's going to be in
this particular manner. So now you can see how it
is going to work, okay? So the highest amount is going to be in this
particular way we can apply. Let's see how different it
is going to be if we are doing let's say we are doing
data bars with solid fill. Solid fill, let's say green. So in this manner,
you can set it up. So this is how you
can make your data look much more effective
when you're analyzing, when you are trying to make the data much more accurate
for your audience. Now let's look at a couple
of other things which we can do with the help of co pilot, which is applying data
bars to rental income. Let's say I want to do
the same data bar now, but with the help of copilot. So I'm going to give
that particular prompt let's see whether co pilot
is able to identify that. For rental income, I want
data bars to be applied. So that's the basic requirement. Ideally it should be able
to understand the dataset, identify which is the
rental income column, and then on that
it's going to apply the data bars customized to. As you can see, it has
been able to do that. So data bas apply to
rental income as well. In the same manner, let's say
we want to do another one which is highlight the
bottom five market value. In market value, we want to
identify the bottom five, like we were seeing in
conditional formatting, where we could do it manually. This is something which
copilot can help us with. In market value, we want to
identify the bottom five. Let's apply. It has
identified the bottom five. This one, this one, this one, and this bottom five are in red. And lastly, let's format
the size columns. These are the size columns, we would want them also
formatted in the right manner, which is squared meter. Let's see it's able to
do that also or not. Idally it should look
at the size columns, Intify the values are
not formatted properly, and add that squared meter
specifically to each of them. That is the expectation.
Let's see whether copilot is able to apply
that on the dataset. This is how we are basically going to make
our data look much more better and it just enhances the whole data which
we're trying to analyze over here and
gives us better insights. So now you can see
it has able to apply that as well
to our data set. I hope this makes sense. I hope you understand now
how we are making use of copilot in Excel data to
make it much more effective.
50. Creating basic pivot tables in Excel: Hi, yes. Welcome
to the sessions. In this session, we'll
see how we can create pivot tables as well in Excel. And also, let's see how we
can use C pilot in this. So for that, we can
go into the data set. So let's say this is our
dataset which we're working on. And now we want to
insert pivot table, for which we can highlight the whole dataset first,
and then we can insert. The first thing which you get
is pivot table over here, which will give you the option. So now you can see it gives you multiple pivots
already created. It will analyze the
dataset based on which it gives you certain options which
you can select from. So now, it's your choice. If you want to select
any of these or you want to do a new one completely,
you can do that as well. So in this particular manner, so let's say we
want to do this in a new sheet altogether. So now we have the
whole thing over here. So now you can start analyzing. So let's say you have
property address, which is going to be
there in the Rose column, which you can put out here, or let's say we want to put
the property type first. What are the property types? Okay. And we want to know
what is the purchase price or market value of these
so we can put it in here. So we get to see the sum of the market value right out here. Okay. In the same manner, you can now go ahead
and make other changes. Let's say for
property addresses, you want to see specifically
property addresses are in the rows, and now you want to see
their size as well. So we can put that in values to understand the
property size exactly. Okay. So in this way, we can go ahead and mix
and match the data set ourselves and then use
it as per our requirement. So here you can see, we
can see the rental income for every property address as well, how it is going to be. So using Pivot Table really
helps to analyze the data, get insights really quick. Now the same manual thing, which we do here can be done with the help
of copilot as well, where we can ask it to
create a pivot table summarizing the market
value by property type. Let's see how that
is going to happen. Just going to look
at our dataset, try to create a pivot
table based on it, and the requirement is
that it needs to summarize the market value based
on property types. There are various property types provided on which it is going to provide the market value.
Let's have a look at that. As you can see, it is analyzing
the data set right now. And it is going to give
us the information. It's going to segment
it by property types. So we have apartment villa
Independent house, duplex, it's going to
segment it by that, for each of the property types, it's going to give us
what is the market value? Summarize it. Is going to add all of them
together and tell us where is the market value most for a specific
property type. So you can see this is going to be really useful
because pivot tables really helps in analyzing
data in a much better format. So here we can see over here, it is not given us any data, but that is how we
can make use of pivot table going forward in our Excel and with
the help of copilot.
51. Advanced formating Activity: Hi, yes. Welcome
to this sessions. In this session, we'll see some formatting activities
which you can do on your dataset in Excel with the help of copilot. Let's
have a look at that. Let's say this is the dataset
which we are working on. The first thing which we
want to do is we want to format the market price, purchase price, specifically
the rental income in the normal currency format. So we can ask copilot to
do that for us this time. It's going to look
at the dataset and based on which it's going
to format it for us. The other way is you can do
it manually as well with the Excel specific tools which you can use and
you can do that also. Let's see how copilot
is able to do this. This is really useful because
once we are able to do these data validation
formatting of our dataset, then the data looks much more understandable and we're able
to analyze the data better, get better insights out of it. As you can see right now, it is highlighting the area,
and now we can apply et's refresh the page once more. We are going to give
the prompt once again. We just need to wait for the
tool to come back again. Sometimes there is a lag
on the tool as well, wherein it is unable
to fetch the data, identify the data, and
then apply its actions. We just need to restart
the tool, the Excel sheet, possibly, and that helps
to get the right output. Let's see how it is able
to identify the data first and then format
the specific columns. It has highlighted the data. And now we can apply. It has added the
formatted in currency. Let's move forward. Another
one which we want to do is in the market
value column, we want to highlight those
properties which are top 10%. It needs to identify
which are the top 10% out of the lot and
then highlight them. Specifically this column
which we are working on, we want it to identify
the top 10% in this. This can be really time
consuming when done manually. If we have to do this manually, we will have to
go ahead and sort the data first in descending
to ascending order, then identify what is the
10% of the whole lot. All that can take some time, whereas here with the help of copilot, you can
easily do that. Let's look at it. It has identified the top
10% is this one. Next, what we want to
apply is let's see a data validation rule
which you want to apply, specifically for
the property type. Now mostly, we try to do data validation
manually ourselves, which we can do by
coming to data, and here we have data
validation, which we can do. Let's see if we can make use of copilot to do that for us. We would want the
same thing to be done through copilot automatically
with the help of a prompt. We have given the prompt as create a data validation list in the property type column
to only allow apartment, villa, cottage, duple,
independent house, row house in the list. We just want a data
validation to be created. As you can see, it's giving us output. I can't
help with this. So in such cases, sometimes copilot provides you the steps which you can
apply manually and do that. Here you can see it has
given us the steps as well, how we can do that.
So we can come here. We can go to data validation We can choose list, and this is where we can
add the whole thing. From here, we can
do that. We can add all of them once again,
let's say apartment. So now you can see it
has come up over here. This is how we can
apply data validation. Let's look at another data validation if it's
able to do that, where we want to create a
data validation rule to only allow the positive numbers
in the rental income column. So all the positive numbers
it needs to provide. So most of the time, copilot faces issues with data
validation prompts, so it is a much
faster option is that we do it manually with
the tools provided. Again, it has come up with
the output that I can't help with this. Let's
move with another one. Are there any current errors? We want to see if
there are any current errors in the dataset. So here as well, I guess
you will not be able to see much output because
the rate of validation has not been done by the tool. Asking us more
information there. Let's try another one
where we want to summarize the total market value and total purchase
price in a pivot table. Let's see if copilot is able to create the pivot
table for us. Let's try another one, which is going to be creating a pivot table summarizing
total rental. As you can see, there can be certain issues
which might happen, but otherwise, copilot is able to apply a
lot of functions. As we saw earlier also, which
really helps to analyze the data and then get better insights which we
can use for our business.
52. Engineering prompts for Excel Copilot: Hi, guys. Welcome
to this session. In this session,
we'll talk about the engineering prompts, which we need to do
for Excel copilot. So when we are looking at
designing the prompts, we need to keep a couple
of things in mind. So the key ideas would
be that first of all, the prompts which you
are going to give to copilot does not need
to be ambiguous. We need to avoid ambiguity
as much as we can. Secondly, we need to
ensure that we have a clear goal of what is the output which
we are looking for. That has to be clear
in our prompt. Third, we need to provide
a context in our prompt, exactly what is
the context behind the background information based on which we are going
to ask the question, the output, which
we are looking for. We are also going to
define our expectations. What kind of answer, how we want the answer
response to be? That has to be defined
clearly in the prompt. And lastly, we need to
make sure that we are not giving a prompt where we are
making copilot to assume. So we have to give
concrete information, detail information to the tool. Then only we can expect a proper outcome or a
response from the tool. Let's see this in reality
how it is going to be. Let's say this is the dataset
which we are working on. Now here if I just give it a
prompt, something like this. Summarize the data. Okay? Summarize data is going to be a very vague prompt which
we're giving to the dataset. We are not defining what exactly
do we want to summarize? What kind of data,
what information do we want it to
give us an output? That can be a little tricky
for for copilot, obviously, what we are trying to make it do is assume assume a lot of things and it can give us any type of information
as an output. Rather, whenever we
are defining a prompt, we need to break it down
into four categories, which is going to be what
specify context and format. What is where we are going to summarize what we want it to do? Doesn't need to
summarize, create, format, sort, filter,
calculate list. Whatever we want it to do, that has to be given
out in the W section. Specify is, we need to specify the context in which
particular section, range, column, row, table
which we need to specify here, and then the context
which we have to give. We have to give the
context based on the background
information which we are providing based on which we
are looking for the output. The last is going to be format. In which format do you want
the output to come out? In a table format, in a graph chart
or a list format, how you want the
output to come out, that also needs to
be defined here. Now if you look at this example, we are saying that
summarize the data in the batch results
table by listing the total number of batches
that passed or failed at each inspection stage and present the summary
in a pivot table. We are covering all
the four aspects, grouped by inspection age with a breakdown of the results. This is how a prompt
structure should be where these four
components are part of it, and that is how the
tool understands our query much more clearly and is able to provide
the desired output. I hope this makes sense.
I hope you understand now what are the
things we need to keep in mind while engineering prompts
for our copilot. And
53. Advanced prompt engineering techniques: Hi, guys. Welcome
to this session. In this session, we'll
see how we can apply some advanced prompts as well to get out data from our dataset in Excel
with the help of copilot. The intent is when we start
building out a good prompt. These are some foundations of a good prom which we
need to keep in mind, first is going to be the prom needs to be very
clear and specific exactly what is what is the output which you're
looking for from the tool. Second, the goal has
to be very clear, which has to be provided
in the prompt itself, and the expectations
needs to be clarified. That what is the expectation
out of the tool? What kind of response
are you looking for? Then the format has
to be specified. In which format do you want it? Do you want it to be in a list format or a tableau format? That has to be defined clearly. Then we need to keep the
prompt as simple as possible. It becomes all the
more easier for the tool to give us
the right output. So let's see this in practice
how this is going to be. Let's say this is the dataset
which we have right now. Now, what we can do here is, again, like we saw in
the previous video, we can create a
different structure which is going to be what specify context and format with which you can build
out the whole prompt. Now the first option is we can simply give this
particular prompt, which is tell me about
the failed goods during the first stage
and the type of defect. So we need to find
out the failed goods which is in this column,
during the first stage. The first stage specifically
will also be told over here. Now and the type
of defect is this. Basically, we require the output from these three columns. Now, the copilot tool might be able to provide
the information, but a better way of
doing it is that we make the prom based
on this structuring. Wherein we give the context. The context would be that
the failed products, assembly stage is what
we are looking for. Scratch defects is what
we are looking for, and then you specify the range. We are looking for the
batch IDs specifically, and you want it to be in the format also which you can
define and what you want. Do you want them to list it or summarize it that
we need to define? Like this, if you
structure out your prompt, that is a little
bit more clearer to the tool and it is able to
give us the better output. Now you see we are saying
summarize the product ID. That failed during
the assembly stage. It is assembly stage
and it is failed, where the defect is
surface scratch. Now we are giving specifics
from the three columns, ideally, and with that, we are looking for an output. This is the idea behind
building a better prompt, creating an advanced
level prompt, which will give us
the right output, the desired output from the two.
54. Writing basic prompts Activity: Hi, guys. Welcome
to this session. In this session, we'll
see how we can write some basic prompts to copilot and get
outputs based on that. We're going to see it
on a specific dataset, different types of prompts
and see how copilot is able to cope with
it and provide us the response based on it. So once you're on the dataset, there are different
types of proms. Let's say this is the dataset which we are working
on right now. And the first thing which
we want to understand is what type of tasks can
copilot do that will, uh, do the quality control. Okay. So here, we're
just asking and understand what are
the capabilities of the co pilot tool for the
dataset specifically. So we want to know those which it can give us
information about. Okay? So this can involve various things analysis of
the data, which can be done. So based on which we just want to see the scope of the tool, what are things it
is capable of doing. Now, if you see here, couple of things which we already
know which copilot can do, which is going to be
identifying failed batches, summarize inspection
results based on this dataset, specifically, visualizing quality
trends, analyze inspector performance,
track process improvements. These are certain capabilities
of the tool itself, which it is suggesting
us right here. As you can see, a few more
create charts, spot pattern, summarize the sample sizes, all these things is
the capability of copilot based on the dataset
which we have given. Now let's look at
similar examples. What we want is it can summarize
the result by batch ID. So result is here and we want to summarize
it by batch ID. Let's see whether
it's able to do that. It is going to look
at our dataset and based on which it
is going to summarize This is a straightforward prompt which we've given
with two factors in where they're
going to look at the result column and
the batch ID column. Now you can see it
has gone ahead and done in this particular manner, we can expand it also properly. This is how it is
giving us the output. If you want, we can insert
that in a new sheet as well. Let's look at
something different where we are asking copilot to create a bar chart showing the count of each defect
type in the dataset. Defect type is this. We wanted to create a
bar chart based on that. With these prompts, we are just trying to see the
capability of the tool, understand how it is
analyzing the data. Also, we are trying to
assess different types of prompts which we can
use with Coplot too. Right now it has
identified the data, so should be able to perform
the action needed over here. So we are specifically
looking for a bar chart. Let's see it's able
to do so or not. As you can see, the tool takes its own time to analyze the data and then
build out the output. A lot of times, we get to see that tool is not able to
provide the desired results. That is what is
happening again here, we just need to try once
more, maybe sometime later. Let's look at another one where we just wanted
to identify any trends between the sampling methods used and the results
of the batches. We wanted to look at the sampling method column and the results section
and identify a trend. It is not able to identify
any trend at this moment. Um, so let's look at one more prompt
where we would want it to generate a report that summarizes the
average sample size. Sample size is given for each defect type and group
the data by process step. Now here, there are three different columns we want to take into consideration. Based on which it is supposed
to give us the output. Like this, we can give
various prompts to copilot tool to get the desired
results based on our dataset.
55. Writing effective prompts: Hi, guys. Welcome
to this session. In this session, we'll see some other examples of
how we can write effective prompts for our
dataset in Excel for P pit. So once we are on the dataset, this is a new dataset
which we're working on. Let's say for this
specifically one, what we have here
is customer IDs, survey date, ratings,
feedback comments, sentiment score, and keywords. Okay. So now what we want
it to do is to summarize the average rating for all the customer feedback which we got in the
month of February. So ideally, what it needs
to look at is the ratings, which is in this column,
specifically for February, which is this and average
out the rating for us. So that is what we
are looking at, and we will verify this as
well manually to understand whether the output given by
copilot was correct or not. So this is another
way wherein, again, if you see we're
giving the context, we're giving the range,
we're giving the context, we're telling what to do
and the format as well is summarize which we asked
it to provide us with. So it should be able to
give us the desired output. Let's see how it is
going to do that. So ideally, what it needs to
do is it needs to identify the February customer
feedback ratings and then average them out
and give us an output. That should be the
right solution, but let's see how copilot
is able to do that. The intent of doing
these is that we are giving different types of
proms to the ata set so that it is able to identify troubleshoot and give us
the information right here. At this point, it is
not able to do that. If we do it manually, we can see we are able to get an average over
here, which is 3.11. Let's try with another example wherein we will try to see whether copilot is able
to provide us the output. We're going to analyze
the sentiment score and categorize the feedback as positive, neutral, or negative. It needs to look at
the sentiment score and then identify
which are positive, which are negative,
which are neutral. Let's see whether it's
able to do this one. It needs to look at the
sentiment score column. It is able to
identify the dataset, but then in the first prom, it was not able to
give us the output, so we are trying with
a different output and see whether it's
able to do that. So the intent is over
here that we are going to see apply different
prompts on copilot, analyze our dataset in different manner so that we
get the insights out of it, which we can then
use in our business. So we want to see the
capability of the copilot tool, how it is able to figure
out the information. So what we are going to do
is in this particular way, you are going to use right
effective prompts for your co pilot tool and then get the insights
from the data set.
56. Evaluating prompt performance: Hi, yes. Welcome
to this session. In this session, we
wanted to look at how we can evaluate our
prompts performance. So the prompts which
we are giving to copilot to analyze our dataset, we also need to analyze
and understand, evaluate how good the prompt is and what kind of how
we can better it. We can better the prom to get
the more desired results. So for this, let's
look at a dataset. So let's say this is the
dataset which we have right now and we go ahead and
give it a specific prompt, first of all, so wherein
we say summarize the percentage of completion
across departments. Right. Okay, so now here, in this, particularly if
you look at the data, there is task name, start
date, and date, duration, dependencies, people
person responsible and RAC status, right? So on this, ideally, percentage of
completion is something which it is difficult to
calculate out of this, right? So giving it a prompt
like this is it's a little vague for copilot as well to identify how
it is going to do so. And most likely it
is going to give us an output which is depending on other data sets,
it's going to provide that. Okay? So here, the data contains personal
responsible column, but there is no exclusive
department column. That is also it is giving us to summarize the percentage of completion across departments, a mapping between each person and the department is required. So you can see the prompt
itself is not good enough, which is why it is not able
to provide the right output. Now, in such cases,
what we have to do is obviously we have to
make the prompt a little bit more
specific to the dataset so that it is able to reduce that particular
information for us. Okay? Uh Other than that, you can test out the prompt
with other prompts as well, wherein you can simply ask, where is my data. So which basically
will make copilot to identify the dataset specifically and
give us an output. This verifies that the
copilot is basically working. Clearly, it is giving us
the clear output here. You dataset is in
the table sheet one in the range a 12g 60. So it has clearly
identified that. This way, we understand the effectiveness of
the prompt is there. Now, to make it more better, what you can also do is
you can possibly insert a table into the dataset.
That also can be done. In this particular manner. And if need be, to troubleshoot these areas where let's say the prompt is not working really well for us, we can just close the
file and then we can reopen the Excel sheet specifically which
we are working on. That is how possibly
we can go and evaluate a prompts performance
in different aspects, and then we try to
make it better. The idea is to make it better by giving what, context,
specific information. The more information we
are giving to the prompt, the more better results we're going to get
out of the prompt.
57. Optimizing prompts for better results: Hi, guys. Welcome
to this session. In this session,
we'll see how we can optimize our proms to get better results on a dataset where we are applying
the copilot. Now, there can be sort of
scenarios wherein we are applying these proms and we need to get better
results out of it. So that's why it becomes
important for us to optimize our proms wherever possible. So let's
have a look at it. Let's say this is
the dataset which we have for the first which we want to look at is listing all the tasks
that are behind schedule. So we want copilot to
analyze the data and see which all tasks
are behind schedule, which is based on RAC status. So RAC status,
wherever it is red, we can say that those are specifically task
behind schedule, but that is what copilot
needs to figure out itself. So it has gone ahead
and done that. Like, for example,
SE optimization. This is red and
database migration. Which is absolutely
correct. It has done that. Okay. Let's be a little bit more specific here wherein we ask
it has given us the output, but still we are asking it to list all the tasks
that are behind schedule, including task
dependencies, which we want from this column and
the person responsible. Okay. So now let's see
whether it's able to pick those ones as well or not. So it's giving us
the steps over here. So task dependencies, it
has given website design, redesign and the
person responsible, which has also come out,
which is really great. Now, let's say we want to apply
a particular color to it, so we can apply a red, green, yellow highlighting
to the RAG status. Here we want to apply this. Basically, we are
trying to optimize the prompts to see
where it is going to need more detailing and in other places where
it can be straightforward. It is giving us those options, so we can easily apply Now, if you see it has not gone ahead and applied
that for Amber. So for Amber, specifically, we can give it a prompt, highlight all the cells. That is how you're
optimizing the prompt. Wherever it is missing
out on things, we'll have to give those
additional prompts to get that results out. Now it should be able to go ahead and fill
up all the details. This is how we are
going to optimize our prompts to get
better results, as you can see, so that we
get the desired output. A lot of times the prompt can be incomplete and not
specific enough or it can be generic
vague as well, and because of which we are not getting the desired output. So in such cases, we have to optimize it. We have to make it better, repmptGive more
context and details, and then we can expect to
get the desired results.
58. Evaluating prompt performance activity: Hi, guys. Welcome
to this session. In this session, we'll
see how we can evaluate the prom performance by doing
multiple activities related to the dataset and giving
those prompts to dataset to analyse how the prompts are performing and what kind of
output it is providing us. Let's say this is a dataset
which we are working on and now we want to go
ahead and build out, let's say, the first Gang chart. The Gang chart which we want to create over here is to visualize the start and end
date for each task and listed along with the
duration and task dependences. We wanted to create
a gang chart. Now, ideally the copilot tool should be able to create that, but there can be certain
limitations and in such cases, a copilot can provide us the steps to do it
ourselves manually. As you can see right now it is saying that I couldn't generate, but you can refine your request and check
for other details. So what we can do is we can look at the
manual steps to do. The other thing which we
can do here is we can ask copilot to assess
the completeness of the Gan chart
dataset and identify any missing task dependencies or inaccuracies in
the task durations. Here, we want to look at various specific missing
information if it is okay, and identifying those
missing task dependencies in the dataset is what we are seeing whether copilot
is able to highlight, is able to highlight
in the dataset, understand that thing, and then we can get the information. So here, copilot is giving us the output
to a certain extent, wherein dependencies
are one output has been provided right here in
this particular manner. Now let's look at
if it's able to highlight the task
dependency, missing task. So here, there is
a missing task. So we just wanted
to identify that. So let's see whether
it's able to do so. So the idea is that we
are testing our prompts, the copilot prompts
on the dataset and seeing what kind of output
it is able to provide us. Now it is telling
us where exactly. Let's say we are
saying that it has to be in the dependency
highlight rules where a giving us all the options. We are saying for
dependency specifically. At least that it
has been able to identify and giving us the
options to go ahead with. I guess it would be
able to do that. Yes, it has identified
that and we can apply. Now if you look at asking
it to add a column, now we're going to ask it to add a column to compare the
start date end date, compare the result to
the duration column to identify dependencies. Basically, we wanted to create a new column where
it can compare the start and start date and the end date and compare the result of
the duration column. Result of the duration column
to identify dependencies. It's going to create
a dependency check. So So it has gone
ahead and done that. So duration matches, Okay, which it has produced over here. So duration matches,
which is absolutely fine. Now what we want is to identify
any overlapping tasks. If there are any tasks which
are overlapping specifically and suggest adjustments to
prevent scheduling conflicts. If there are any tasks which are overlapping in looking
at the task name, here, there are some overlapping tasks as
you can see here. This is what we want copilot
to identify and tell us and suggest any adjustments
which can be done to prevent the
scheduling conflicts. Now, this it has not been
able to provide us with. As you can see, there will
be a lot of back and forth, which is going to happen with the tool while you're working
with it in the dataset. We have to keep improvising with our prompt and try to
give it better prompt, which it can execute. Let's give it a simple prom. Let's say provide a list
of overlapping tasks. I just want to see a list
of overlapping tasks, which seems like a much simpler prompt which
we are giving it now. Idally it should be able
to give us the writer. So here you can
see specifically, so it has been able to look
at the task over here. List has been created. Now let's ask a different one, which is going to be
generating a report showing personal assignments
for tasks marked as red in the Rg status and suggest alternative scheduling or additional resource needed. Now, this can be too many things which are being expected
out of the tool. Like we want to give it suggestions about
alternate scheduling, additional sources,
resources, information. So there are multiple things
which we are expecting it to look at based on the
conditions provided. Okay? So we are specifically looking for task marked as red. Now it's saying to
generate the report, the personnel assigned to
these task must be listed. Lastly, we want it to do also is to create a dynamic
updating system or a mechanism in the Gan chart dataset that
automatically adjusts the task durations and dependencies based on
real time data inputs. Now we want it to create an updating system as well or
a mechanism which can help with automatically adjusting
task durations dependencies, based on real time data
inputs when we do that. We recalculate. It's
giving us the process. It's giving us the process that can be done by recalculating task durations
whenever new start and end dates are entered. You can see now this is how
we are going to evaluate our prompts performance on any of the dataset which we
are working with Copilot. You have to try out
different proms to see which ones are giving
us the route output, write output, and
which ones are not. Then we need to improvise, change those proms as much as we can to get the desired results.
59. Introduction to data cleaning and processing with Copilot in Excel: Hi, guys. Welcome
to this session of data cleaning and processing
with copilot in Excel. In this section, we're going
to learn a couple of things. But in the first
module, we will be learning to spot common
data errors that can derail your
analysis and discover how to correct them
using copilot in Excel. We will work through practical
examples, case studies, and hands on activities
that demonstrate how to clarify your data by addressing these errors
early in the process. Next in the Module two, we will talk about handling missing values and duplicates. Here you will master
the techniques to identify and address
missing values, remove duplicates and apply
both manual and automated imputation strategies. These skills are crucial for ensuring that your
data is complete, consistent, and free
from redundancies that can skew your results. In Module three, we will explore data type conversion
and standardization. You will learn how
to convert data into the appropriate
formats for analysis, standardized data to maintain consistency across
your data sets, and perform data normalization. These steps are vital for
ensuring that your data is accurate and aligned with
your analytical goals. In Module four takes
us into the world of text manipulation and
column operations. You will discover how to
manipulate text data, perform column operations
like merging and splitting, and use text functions to
enhance data organization. These techniques will
help you improve readability and the
structure of the datasets, making them easier to analyze. Then in Module five, we will focus on
prom development for data analysis. You
will learn how to and refine effective workflows that streamline your
analysis process. By utilizing copilot
in Excel's top notch, top down approach,
you'll be able to prioritize key insights, allowing you to develop
a structured analysis that uncovers meaningful trends
and patterns effectively.
60. Data error correction with Copilot in Excel: Hi, guys, welcome
to this session. In this session, we'll
look at how we can do data error correction
with copilot in Excel. Let's have a look
at this dataset where we have this information. Now what we want to do is we
want to correct information. This is a dataset
for students spores. We have the student ID. Then student name, signs,
then the subjects. Specifically, I think is a mistake with the
spelling over here, which we get to see
physical education. Let's try to correct that
with the help of copilot. The first thing which
we want to ask Coptsk are there are the column
headers spelled correctly, which we just want to check. Let's see if copilot is able to identify that and then
gives us the right output, which we can then
put on the dataset. It's going to look
at our dataset and identify the spelling
mistake in the headers. This is a you can say data error correction
which we are trying to do, and this is the formatting
which needs to be done. We understand that it is a physical education
which has to be the correct one
which we can put out here and we can
make it like this. The second one which
we want to identify is any duplicates in the student ID section in this en duplicates, we
want to identify that. Let's see it is able
to figure that out. If you look at it, there is
a duplicate which is here, student number ten, and then
it is again available here. That is what we want
it to identify also. It has quickly done that
possibly and giving us that option to apply.
It has identified. Then we're asking it to
remove the duplicates. Let's see if it's able to remove those duplicates which we have
identified in the dataset. Ideally, it should be able
to do that considering that it had identified those
duplicates itself. As you can see, sometimes
it is going to give us the information and then it's
going to give us the steps. Right now, as you can
see, it's giving us some random output
at this moment, which will become clear as well. Let's try to open
this up once again. Uh, um, and let's try to give
the prompt once again. It has given us to
remove duplicates, it's giving us the steps
purely, which we can identify. If it is not able to do it, then it will give you the
steps to do it manually. Last thing which we
want to do is we want to find out the
average of the scores. You can just highlight the
spores and you can see the average at the bottom as well manually if
you have to do it. But what we want to see is if
copilot can identify that. We want it to look at all
the scores of the students for every subject and tell us
what is the average score. Again, it is giving
us the steps, and it has calculated as well. Let's compare for science, it is 80.45 correct. For mathematics as well, I guess it would be correct 82.4 and for physical
education, 85.8. For this, it has been able
to provide the write output. As you can see now, Copalt is able to go ahead
and correct errors. Specifically, corrections
are possible, which you can do on a dataset before starting to work on it.
61. Common data errors overview: Hi, Ayes. Welcome
to this session. In this session, we'll
understand and what is the common data errors which happens when you're working
with multiple datasets. Let's take an example to understand how it
is going to be. Let's say this is one
dataset which we are working on right now and
you can identify, you can see there are a
couple of things which are not so correct over
here, for example, ID. Now when we say ID, it
is a little generic. Are we talking
about a product ID? Are we talking
about customer ID? There's not much clarity
around that. Okay? Same way, item, what
do we mean by item? Are we talking about a
product item or a category? There is not much clarity there. Then again, what we see here is it's a cost column
without the currency. So this also is a
red flag for us. We need to make
this correct before we start analyzing
any type of data. Then again, if you
see in the ID column, there is a it's an ID, but it has an alphabet
as well in it, and this particular dataset
looks very different. Data in the date
format, if you see, there is a different format
being used right here. Again, in the nodes column, when we look at the item
and we look at the nodes, they look very similar
to each other. So we really don't know what exactly is happening
in the nodes column. It looks like redundant, might be this is a column
which we don't require. These are some of the red
flags or areas of errors, data errors which we can
identify right away. Also, one more thing,
you can see the total. The total is again a part, it has to be a
separate line item together rather than being
a part of the dataset. So these kind of things
raises a red flag for us. And before we start any kind
of analysis of the data, these need to be fixed. So if you see a better
solution of this, can be something like this, where you have a
proper product ID, a product name, which is
being given over here. And then in the pricing column, we are given the
proper currency to it. Then we also give the
quantity sold, okay? And then the date format is
also in the standard format. This is how we need to look at the data errors which
might happen when we're analyzing any data set and
need to fix these errors first and then move forward
with any type of analysis.
62. Identifying errors in datasets: Hi, guys. Welcome
to this session. In this session, we'll see
how we are going to identify errors in our datasets before
we start analyzing it. So once we have the
data set in place, we can go ahead and
analyze it first. We just want to do
some error searching and format the data
in the right manner, and then we can
start with analysis. So that is what we are here for. So the first is we're
looking at the ID, the legends, specifically
the headers, which needs to be proper, so we can give it a proper
name over here, like a product ID. Name. We can say price, quantity sort, date and notes. This way, we can give
it a proper name. Then comes, we need to remove the irrelevant
data over here. This particular row
does not look good, so we can just remove this. Also the subtotal here does not make sense,
we can remove this. Also this notes column and product name
column looks same. I don't see a reason
to have this. It's a redundant data,
so we can remove this. Now this looks a little better. Then we're going to
format the date column. The date column looks fine here. The problem is here, so
we can just make it in that particular manner
and make it consistent. Let's say, we're putting a different date so that
the date looks different. Now this is confirmed. Then the pricing as well, we can just format that
to make it a currency. We have done that as
well. Now the data looks much better in position. We have identified the errors. We have fixed the errors as well and formatted it
in the right manner. This is how you're going to do formatting of any type
of data which you have before you start analyzing any data sets
with the help of copilot.
63. Using Copilot to address data errors: Hi, guys. Welcome
to this session. So in this session,
we'll see how we can make use of Copilot to address some data errors and try to fix them
in our dataset. So let's say this is the
dataset which we have in place, which is a huge dataset of 200 plus entries for all these particular columns which we have got right here. Okay. So now what we need
to do is we need to go ahead and make some changes. As you can see, there
are some mistakes formatting errors are there, the missing data is there, so we need to fix these errors data errors over here with the
help of Copilot. Let's try. The first is we want to highlight
the duplicate values. If there are duplicate
values in the passenger ID, which is the first column, and duplicate values which
I wanted to highlight. So let's see how Copilot is able to identify
duplicate values. And once it is able to
identify the duplicate values, what we would want it to
do next is remove them. Okay, so it says, Sure looking, and it has found, I guess, so it has found duplicate
values as you can see now here. Okay, so we are next
going to ask it to remove those
duplicate values. If it is not able to do that, then possibly we will do
it manually ourselves. But let's see if Copilot or
we can just remove picks. It is giving us the steps. Let's see if Copilot
itself can do it. If it is not able to
do so then we will follow the manual approach.
I can't help with this. What we're going to
do is we'll follow, we'll go to data and we
go to remove duplicates, Column A, Column A, we are looking at and we're going to highlight
this whole column. And in this we are
looking at passenger ID. And 33 duplicates were
found and removed. All the duplicates
have been removed, as you can see now,
not there anymore. Next, do I have any
incorrect data types? We want to check with Copilot to see if there are any
incorrect data types. What we mean is
something like this. Age column ideally should
have numeric values. It should not be having
alphabetical values. Yes, it is identifying
in age there is. Currently stored as object. It is identifying
those values as well. Textual data can be here. In the He column, highlight the entries in non
numeric format. That is what we wanted
to highlight it next. It has been able to do so. I think it should be able
to highlight it also easily that in the age
column specifically, we would want all the textual
values to be highlighted. We can apply it has
highlighted all of them. Next, what we want is to
highlight the cells with missing data in column I. Okay? So in column I, we noticed that there is some
missing data like here, here, here, we
have missing data. So we just want Copilot
to help us with that. Imagine doing it
for a huge dataset. Right now we are looking
at a small dataset, so manually, you can
go ahead and do it. But if suppose you have 1,000
2000 or 10,000 entries, then how would you
be doing that? So then Copilot can
be really useful. So it has identified
that and we can apply. So now, over here. So in this manner, it is going to go ahead and find
the missing data. It has not completely done that for all the
areas, but some of it. Then what we're looking at is suggesting actions
for the missing data. So we want what should be done. We also, let's say don't know
what kind of data should be there in those particular cells. We want to take some idea
from Copilot giving us idea what type of data should be filled in those
cells specifically. It is recommended to
first identify which columns have missing problem and then decide where to remove, impute or correct those values. Okay, giving us
some information. Next is what header do the
missing values come under? So we want it to tell us the missing values which
we see in the dataset. They're coming from
which headers. Okay? So mostly it is coming
from continents. In continence, we
see missing values. And then there can be
other ones as well. So ideally, it is
continence only. Also, we want to know,
is there any data in the table that can help
infer the continent? Okay? Tell us infer
the continent, tell us which continents specifically it's observed that the table contains column, it is country name airport name, which can be used to infer
the continent for each roof. From the country name
and airport name, we can infer the
continent for each room. Lastly, what we wanted to also
do is create a new column with continents corresponding to the countries in column
H in that column. Basically, for each country, we want their respective
continents to be uh mentioned in the new cm. For example, we look
at the country, let's say US, that's going
to be North America. We want a proper column
to be created for that. It has given it a
name continence too, which we can insert over here. As you can see, this
is how we can make use of Copilot to go ahead
and correct data, make the corrections
which we can do, fix the data first, and then we can go ahead
and analyze it.
64. Correcting data errors: Hi, ais. Welcome
to this session. In this session, we'll see how we can make use of Copilot for cleaning some data errors which might be happening
with our dataset. So once we have the data sets, let's say this is the
dataset which we have, and we need to correct some data over here, so that
is what is needed. So if you see in case
of attendee column, you can find there
are some duplicates which we can identify here,
which we need to remove. Then there are some issues with the formatting of
the data input over here, then there are some missing data in this particular column. There are a couple of
issues with the dataset. We need to fix those first which only we can start
analyzing the data. This we can take Copilot
help to do that. Let's say we want to highlight
the duplicate values. So what we wanted is that to identify duplicate values
in this whole dataset. Ideally it should
be able to do so. We can be a little
bit more specific in our prompts by mentioning the column name as well in which we want to
highlight the duplicate values. But let's see if
Copilot is able to pick from here itself and
give us the output. These kind of
formatting is very much needed when you're working
with huge datasets. Imagine you have a dataset
which has 200 plus rows. In such cases, identifying it manually can be a very cumbersome
job and time consuming. So that is where Copilot like
a tool can be of real use, where it can quickly
identify those. So as you can see, it
is not able to do that. Let's try with a little bit more specific
wherein we say that highlight duplicate values
in attendee column. As you can see, the
tool is not working. So in such cases, what
we do is we try to refresh ones and restart the tool so that
it can start from the beginning and look at our prompt as a fresh prompt
and works towards it. Let's be a little bit more
specific with our prompt. Idally it should be
able to do that because this is a pretty simple task, and now it has been
able to do that. If you apply it,
it has identified. As you can see, now it has
identified the duplicates, what we want to do is
remove the duplicates. Let's see whether it's
able to identify. Now that it has identified, it should be able to
remove them as well. Now you can see it is
not able to do that. In such scenarios,
what Copilot does is it will go ahead and
give you the manual steps. That is what it is
doing. It is giving us the manual steps towards
how we can do that. So we can select
the whole dataset. Then we can go to data. We can go to remove duplicates. Let's say we are only
doing it for an ID, and we're asking four
duplicates have been removed. Now we have the proper data. Let's look at in the
years of experience now we want to because this has to be in the right format. Some of it is numeric, some of it is in alphabetical. Ideally, it is years of
experience should be in numeric. We just want Copilot
to identify that. Sadly, it should be
able to identify the textual data provided here. Again, it is not able
to do it right now. What you can do is ideally, we can try again
later on possibly or else we can
manually change let's look at another different
particular calculation which we want from Copilot to do, which is with total sales. Now, as you see in the
total sales column, some of the values are missing. We want to provide
these values now. You understand that this
total sales is coming from ideally the price of the ticket and multiplied by
number of tickets bought. From there, we are getting it. So ideally it should be able to calculate that and
create a new column for us. So let's see it's able
to do that or not. Looks like it has
been able to do that. Now we can insert that as well. Let's see, yes, it is
calculating in the right manner. You can see the formula also implemented
properly over here. This is how we can
go ahead and, um, make some fixes in our data and correct
the data which we have sometimes errors
which we find in dataset before we start working
with the help of Copilot.
65. Transpose data for trend analysis: Hi, guys. Welcome
to this session. In this session, we'll see
how we can transposing data as well with the help of
co pilot for our datasets. So once you're on the dataset, let's say this is the
dataset we are working on. What we can do here
is we can also transposing the data in
whichever format you want to. Let's say we ask Copilot
to do that for us. We're asking can you transposing the rows and columns
in this table. So ideally it should be able to give us that data in
that particular manner. But sometimes what we can see here is Copilot might
not be able to do that. In such a case, it will
provide you the formula. The way manually you can
do that yourself also. Let's see what output it gives. Also, what we will see here
is whether Copilot is able to provide create a pivot table based on the data
set which we have. So right now, as you can see,
it is not able to do that, so it's giving us the
formula to do that. So we can apply it here. Let's say here,
we say transpose, and we select the whole data. And we have it. We have the whole data transposing
as per R point. This is how we can do it.
Let's look at another one, which is pivot table creation. Let's ask Copilot to create a pivot table
based on the data set. Usually Copilot should be able to do that and it
can analyze the data, create the pivot table for us, which we can then use for
analyzing our dataset. This can be really useful
when you're dealing with a huge dataset with
huge amount of data in it, quickly, it can create
the pivot table for us, which can be really
useful in analyzing. So let's see how Copilot
is able to do that. Again, right now, what
it is doing is it is giving us the
manual steps to do so. This is the idea behind
how Copilot can be used for transposing data as well and then making use of it
in our day to day work.
66. Date-time formatting techniques: Hi, guys. Welcome
to this session. In this session, we'll see
how we can go ahead and do data date time formatting as well with the help of
Copilot in our dataset. So let's have a look at that. Let's say this is our dataset
which we are working on. And if you closely notice, there are some issues with
the date format over here, time format as well.
This is 9:00 A.M. But this is again,
24 hour format which we get to see here. This is 1030, which we don't understand
whether it's am or pm. So there is some issues with the dates and the time format which is provided
in this dataset. Let's see if Copilot
can help us with that. So we can simply ask to change the time
formatting in this table. So we're asking it
to look at the time formatting provided
in the dataset and change that appropriately. Now, this can be a little this is a little generic prompt
which we are giving. Okay? We have not specified the specific format
in which we want it, so it is going to look at the dataset and try
to identify that. Okay? So same manner. Right now, as you
can see, it is only identifying the one which is
there in the first table. Let's see it has given us
certain steps and let's autofill It's going
to apply those. Let's see now, this is
for the time format. Time format has been
seems like corrected. It has been corrected.
Now in the same manner, let's say we're
asking it to change the date formatting as well.
Let's see how it does that. You can see the date is very
wrong over here provided, we just need to
correct that properly. And it has given the data for
that also. So let's supply. So it has been able to
do it for all of these, but not for these ones, so we'll come back to it. Okay? So now, on the contrary, the other table, it has
not even identified. It has not even identified
the other table to make those changes for
the date on this one. Okay? So what we can
do is we can also ask. Let's see if we ask it
to do both of them. How can I format
the date and time? It's going to give us
certain steps, possibly, manual steps which we can
use to format the data. Okay. So you can see to a
certain extent Copilot is able to format date and
time in our datasets, which you can
certainly make use of when you're dealing with
huge amount of data, and it can be really useful
in saving a lot of time. Or else you can simply
do this manually as well by highlighting
that particular column and going to format cells. And from format cells, you can choose the format which you want for
your date and time. So let's have a look at that.
Let's format this first. And let's say we want it
in this particular format. It has done that for this also. Time was done.
Let's do this one. This is already in this format, so it's fine or else we
can do it in this manner. For time as well,
let's look at time. This is how we can go ahead and
make the change. Here you can see what it
has done is it has given us the steps to format our
data time in Excel. I hope this makes sense.
I hope you're able to understand how Copilot can be used in formatting date and
time also in our datasets.
67. Thank you for taking this class!: Hi, guys. Congratulations for coming to the end of this class. I hope the content was useful. The intent of the
class was to make you understand how we
can use Copilot effectively with Microsoft Excel to improve our productivity. Thank you once again for
taking this class and I'm really excited to see you
again soon in a new class.