Excel - Generate a Chart with Copilot Tutorial

Learn how to generate a chart with Copilot in this intermediate tutorial. Using data extraction from customer orders around the world, discover how to create a pivot chart to represent overall sales volume by country. Join us to explore the power of Copilot in visualizing data!

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Available in AI - Artificial Intelligence

Objectifs :

This tutorial aims to guide users on how to create pivot charts using Excel's Copilot feature, enhancing their data visualization skills and enabling them to analyze customer order data effectively.

Chapitres :

Introduction to Data Visualization
In this tutorial, we will explore how to create pivot charts using a comprehensive dataset of customer orders from around the world for the year 2023. This dataset includes essential details such as country, carrier, customer information, order amounts, and quantities. The goal is to utilize Excel's Copilot feature to simplify the process of data visualization.
Creating a Column Chart
To begin, we will generate a column chart that represents the total sales volume by country. Watch as Copilot operates in the conversation pane, offering to insert a results sheet that contains both the pivot table and the corresponding chart. It is important to note that any further customization of the pivot table or chart, such as adjusting styles or formatting, must be done manually by the user.
Generating a Pie Chart
Next, we will request a pie chart to display the number of orders grouped by courier or delivery company. Similar to the previous step, Copilot generates a chart alongside a table, which is ready for manual adjustments, such as adding a legend for the data labels.
Creating Line Charts for Trend Analysis
We can also create line charts, which are ideal for illustrating trends over time. For instance, we will request a line chart to visualize revenue growth throughout the year. Once again, the chart is generated with a table for easy modification, allowing users to tailor the visual representation of their data.
Conclusion
Copilot for Excel simplifies the process of data visualization, making it accessible for users, even those who may not be Excel experts. By following these steps, users can effectively analyze their data and gain valuable insights from their customer order information.

FAQ :

What is a Pivot Table and how is it used?

A Pivot Table is a data processing tool in Excel that allows users to summarize and analyze large data sets. It is used to extract meaningful insights by organizing data into a more digestible format, enabling users to easily compare and analyze different aspects of the data.

How do I create a Pivot Chart in Excel?

To create a Pivot Chart in Excel, first generate a Pivot Table with your data. Then, select the Pivot Table, go to the 'Insert' tab, and choose 'Pivot Chart.' You can then customize the chart type and format as needed.

What types of charts can I create with Copilot for Excel?

With Copilot for Excel, you can create various types of charts, including column charts, pie charts, and line charts. Each type serves different purposes, such as comparing categories, showing proportions, or illustrating trends over time.

Can I customize the charts generated by Copilot?

Yes, while Copilot generates charts automatically, users can further customize them manually. This includes adjusting styles, formatting, and adding elements like legends or data labels.

What is the benefit of using data visualization tools?

Data visualization tools help in making complex data more understandable by presenting it in a visual format. This aids in identifying trends, patterns, and outliers, making it easier for users to analyze and make informed decisions based on the data.

Quelques cas d'usages :

Sales Analysis by Country

A sales manager can use Pivot Tables and Charts to analyze total sales volume by country. By generating a column chart, they can quickly identify which countries are performing well and which need improvement, allowing for targeted marketing strategies.

Order Tracking by Courier

A logistics coordinator can utilize a pie chart to visualize the number of orders grouped by different delivery companies. This helps in assessing courier performance and making decisions about partnerships or changes in logistics strategies.

Revenue Growth Visualization

A financial analyst can create a line chart to visualize revenue growth throughout the year. This allows them to identify trends, seasonal fluctuations, and make forecasts for future revenue, aiding in strategic planning.

Data Presentation for Stakeholders

A project manager can use Copilot for Excel to generate visual reports for stakeholders. By creating various charts, they can present complex data in an easily digestible format, facilitating better understanding and decision-making during meetings.

Performance Monitoring

A business analyst can regularly create and update Pivot Tables and Charts to monitor key performance indicators (KPIs). This ongoing analysis helps in identifying areas for improvement and ensuring that the business stays on track with its goals.

Glossaire :

Pivot Table

A data processing tool used in Excel to summarize, analyze, explore, and present large data sets. It allows users to extract significant patterns and insights from complex data.

Pivot Chart

A graphical representation of data in a Pivot Table. It allows users to visualize the summarized data, making it easier to identify trends and patterns.

Column Chart

A type of chart that displays data using vertical bars. It is useful for comparing different categories of data, such as total sales volume by country.

Pie Chart

A circular statistical graphic that is divided into slices to illustrate numerical proportions. Each slice represents a category's contribution to the total, such as the number of orders by courier.

Line Chart

A type of chart that displays information as a series of data points called 'markers' connected by straight line segments. It is ideal for showing trends over time, such as revenue growth.

Data Visualization

The graphical representation of information and data. By using visual elements like charts and graphs, data visualization tools provide an accessible way to see and understand trends, outliers, and patterns in data.

Copilot for Excel

An AI-powered tool integrated into Excel that assists users in generating data visualizations, such as Pivot Tables and Charts, simplifying the data analysis process.

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customer orders from around the world for 2023.

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This data includes details like country carrier, customer information,

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order amounts and quantities.

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In a previous tutorial, we saw how copilot can generate pivot tables.

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Now let's explore how to create pivot charts.

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First, I'll generate a column chart to represent the total sales volume by country.

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Watch as copilot works in the conversation pane

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and then offers to insert a results sheet.

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This sheet contains both the pivot table and the corresponding chart.

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Keep in mind any further customization of the pivot, table or chart,

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like adjusting styles or formatting

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must be done manually by the user.

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Next,

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let's request a pie chart to show the number

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of orders grouped by courier or delivery company.

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Just like before,

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Copilot generates a chart alongside a table ready for me to adjust manually,

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such as adding a legend for the data labels.

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We can also create line charts, which is perfect for illustrating trends over time.

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For example,

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I'll request a line chart to visualise revenue growth throughout the year.

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Once again, the chart is generated with a table for easy modification

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copilot for Excel simplifies the process of data visualisation,

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making it easy to analyse data even if you're not an Excel expert.

Mandarine AI: CE QUI POURRAIT VOUS INTÉRESSER

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