Copilot - Extract Invoice Data and Generate a Pivot Table Tutorial

Transform your invoice management with AI! In 'extract invoice data and generate a pivot table', discover how to effortlessly extract data from your invoices using Excel's Copilot. Learn to create structured tables and even generate pivot tables for deeper insights. Unlock the potential of AI to save time and streamline your workflow—watch now and master your financial data!

02:34
128 views

Available in AI - Artificial Intelligence

00:00:07

To simplify this task.

00:00:08

I want to create a table in an Excel file

00:00:11

that I can populate to ensure effective follow up and organization

00:00:15

can copilot help save me time.

00:00:19

Let's find out using copilot chat.

00:00:22

As Copilot in Excel currently cannot

00:00:24

synthesize data from multiple documents directly

00:00:27

in a new copilot chat conversation.

00:00:29

I craft a precise prompt specifying my ultimate goal

00:00:33

and my need to identify the key fields required for effective tracking.

00:00:38

After sending my request to copilot,

00:00:40

the A I generates a prioritized list of fields to include

00:00:44

the suggestions seem relevant and comprehensive.

00:00:48

Next,

00:00:48

I'll upload several invoices in PDF format

00:00:51

from different suppliers for copilot to analyze,

00:00:54

identify and extract the relevant fields, linking them to the labels suggested.

00:00:59

Earlier in the conversation, I attach four files at once.

00:01:02

Let them upload and allow co-pilot to handle the work.

00:01:06

Copilot responds by identifying the key fields in each

00:01:09

PDF and aligning them with the previously defined labels.

00:01:13

This is incredibly helpful beneath the response.

00:01:16

I notice a suggested prompt to generate an

00:01:19

Excel table automatically with the corresponding fields.

00:01:22

Let's see how that works.

00:01:25

The result is a structured layout that looks

00:01:27

ready for copy pasting directly into Excel.

00:01:30

Perfect.

00:01:31

However, I notice an issue with formatting, particularly with dates

00:01:36

as Excel expects slashes instead of periods as separators.

00:01:40

I'll ask my A I assistant to adjust the

00:01:43

date and number formats to ensure compatibility with Excel.

00:01:46

As soon as I ask Copilot corrects the formatting instantly.

00:01:50

Now I copy the result and paste the table into an Excel workbook. It's seamless.

00:01:55

While the structure is solid,

00:01:57

I'll finalize the organization and personalization manually

00:02:00

using the table format in Excel.

00:02:02

This will also enable me to leverage Copilot in Excel for further analysis.

00:02:06

If needed,

00:02:07

I can even use Copilot in Excel to generate a pivot table for deeper insights.

00:02:12

It's important to double check the entire process we just reviewed

00:02:16

as some fields might be incorrectly populated or left blank.

00:02:21

With this example.

00:02:22

Copilot once again proves that while it doesn't handle every aspect,

00:02:26

the benefits are clear, the time savings alone are invaluable for me.

Mandarine AI: CE QUI POURRAIT VOUS INTÉRESSER

RELATED COURSES This tutorial is part of the following courses

110 Views

AI Academy: Assistants, Become Organizational Strategists with Copilot

With Copilot, assistants transform into master strategists—analyzing, organizing, and managing documents, budgets, emails, and meetings like...

ALL COURSES