Excel - Sort, Filter, and Analyze Data with Copilot Tutorial

Learn how to sort, filter, and analyze data with Copilot. Discover how this assistant can help you with simple prompts, such as sorting employee IDs by average salary. Increase efficiency with quick and accurate results. Get started with Copilot today!

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Available in AI - Artificial Intelligence

Objectifs :

This video aims to demonstrate how to effectively use Microsoft Copilot for data analysis in tables, including sorting, filtering, and generating pivot tables, enhancing productivity and efficiency in handling data.

Chapitres :

Introduction to Microsoft Copilot
Microsoft Copilot enhances the power of table formatting through simple prompts. This video will guide you on how to utilize Copilot for sorting, filtering, and generating pivot tables, making data analysis more efficient.
Sorting Data
To sort data, open the Copilot conversation pane and use a prompt like 'sort the salaries in ascending order in a table displaying a list of employees.' This process is quick and efficient, allowing for immediate organization of data.
Filtering Data
You can also filter data manually by specifying criteria. For instance, you can ask Copilot to display only employees from London. Additionally, applying a cumulative filter is straightforward; simply request to filter based on the status column to show only active employees.
Sorting Within Filters
Once you have an active filter, you can sort the data further. For example, you can sort the filtered data in descending order by the Age column. Copilot executes these requests effortlessly, streamlining your data management.
Restoring Original Data
To return to the unfiltered table, prompt Copilot by saying 'show all,' and the original data will be restored, allowing for a fresh start in your analysis.
Generating Pivot Tables
For deeper analysis, you can request Copilot to generate pivot tables. Initially, it may provide a general example, but you can refine your request for more specific insights, such as analyzing payroll by gender, contract type, and city.
Manual Modifications
Once Copilot generates the pivot table proposal, you can insert it into your sheet. However, keep in mind that any further modifications to the pivot table must be done manually.
Second Example: Employee Count and Average Salary
To illustrate further, you can request a count of employees by contract type along with the average salary. As long as your request is clear and simple, Copilot will deliver precise results, making data analysis easier than ever.
Conclusion
In summary, Microsoft Copilot significantly simplifies data analysis tasks such as sorting, filtering, and generating pivot tables. By using clear prompts, users can enhance their productivity and efficiency in managing data.

FAQ :

What is Microsoft Copilot?

Microsoft Copilot is an AI-powered assistant integrated into Microsoft applications that helps users perform tasks more efficiently by understanding natural language prompts.

How do I sort data using Copilot?

To sort data using Copilot, open the conversation pane and enter a prompt such as 'sort the salaries in ascending order.' Copilot will execute the request and sort the data accordingly.

Can I filter data based on specific criteria?

Yes, you can filter data by asking Copilot to display only the data that meets your specified criteria, such as 'show only employees from London.'

What is a pivot table and how can I create one with Copilot?

A pivot table is a tool used to summarize and analyze data. You can create one by prompting Copilot with a request like 'generate a pivot table showing payroll by gender, contract type, and city.'

What should I do if Copilot doesn't understand my request?

If Copilot provides a general example, refine your request by being more specific about the data you want to analyze or the criteria you want to apply.

How can I return to the original data after filtering?

To return to the original unfiltered data, simply prompt Copilot by saying 'show all,' and it will restore the complete dataset.

Quelques cas d'usages :

Employee Data Management

HR professionals can use Copilot to efficiently manage employee data by sorting salaries, filtering employees by location, and generating pivot tables to analyze payroll by various demographics.

Financial Reporting

Finance teams can leverage Copilot to create detailed financial reports by filtering data based on contract types and generating pivot tables to summarize average salaries, improving reporting efficiency.

Sales Analysis

Sales analysts can utilize Copilot to filter sales data by region and generate pivot tables to analyze sales performance by product type, enhancing decision-making processes.

Project Management

Project managers can apply Copilot to sort project timelines and filter tasks based on status, allowing for better tracking of project progress and resource allocation.

Glossaire :

Copilot

A feature in Microsoft applications that assists users by automating tasks and providing suggestions through natural language prompts.

Pivot Table

A data processing tool used in Excel and other spreadsheet applications to summarize, analyze, and present data in a structured format.

Filter

A function that allows users to display only the data that meets certain criteria, hiding the rest of the data in a table.

Cumulative Filter

A type of filter that allows users to apply multiple criteria to narrow down the data displayed in a table.

Ascending Order

A sorting order where values are arranged from the smallest to the largest.

Descending Order

A sorting order where values are arranged from the largest to the smallest.

Criteria

The specific conditions or rules used to filter or sort data in a table.

Data Analysis

The process of inspecting, cleansing, transforming, and modeling data to discover useful information and support decision-making.

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through simple prompts to sort philtre or even generate pivot tables.

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Let me show you how it works.

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By opening the copilot conversation pane,

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I can start with a prompt like sort the salaries in

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ascending order in a table displaying a list of employees.

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It's simple, quick and efficient.

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I can also make a manual request,

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such as filtering data in a column based on a specific criterion.

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For example, I can ask copilot to display only employees from London.

00:00:38

Next, I want to apply a cumulative philtre.

00:00:41

So I ask copilot to philtre based on

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the status column showing only active employees.

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This works perfectly as long as my criteria remain straightforward.

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Now, within my active philtre,

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I want to sort the data in descending order by the Age column.

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Again,

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Copilot executes the request effortlessly

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to return to my unfiltered table.

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I just need to prompt it by saying show all and the original data is restored.

00:01:11

For deeper analysis, I can request copilot to generate pivot tables.

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It initially provides a general example but advises being more specific.

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So let's refine the request.

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I'll ask for an analysis showing payroll by gender, contract type and city.

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Once copilot generates the proposal, I simply insert it into my sheet.

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Keep in mind that any further modifications to

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the pivot table must be done manually.

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To make this even clearer, let's try a second example.

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I'll request a count of employees by contract type, along with the average salary

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as long as the request is clear and simple. Copilot delivers precise results,

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making data analysis easier than ever with Microsoft copilot.

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