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00:00:00 – 00:12:25
The video introduces Microsoft Excel's new AI feature, Copilot, which automates various tasks such as formula creation, column addition, chart generation, cell highlighting, and data analysis. Accessing Copilot requires a Microsoft 365 subscription and an additional Copilot Pro subscription, which includes benefits across Microsoft apps, as well as access to GPT-4 and DALL-E 3 functionalities. The demonstration covers using Copilot to enhance Excel tables with improved formatting, filtering, sorting options, and formula columns through natural language prompts. Key functionalities shown include determining unique customers, calculating profits, highlighting profitable orders, creating pivot tables, and generating data visualizations like line charts. The speaker acknowledges Copilot’s current limitations while emphasizing its potential to facilitate tasks for users of all skill levels. The video concludes by encouraging viewers to subscribe for more content.
00:00:00
In this part of the video, the speaker introduces Microsoft Excel’s new AI feature called Copilot, which can automate tasks such as figuring out formulas, adding columns, generating charts, highlighting cells, and analyzing data. To access Copilot, a Microsoft 365 subscription and an additional Copilot Pro subscription are required. The Copilot Pro subscription offers benefits across various Microsoft apps and provides access to GPT-4 and faster image creation with DALL-E 3. The speaker demonstrates the initial setup for using Copilot in Excel, including saving the file to OneDrive or SharePoint, as Copilot only works with cloud-stored files. Upon activation, Copilot converts the data range into a table to utilize its features.
00:03:00
In this part of the video, the speaker demonstrates the benefits of using Copilot with Excel tables. They highlight features such as improved formatting, quick filtering, and sorting options, and the ability to add formula columns. The user can interact with Copilot through a prompt box to ask questions or request actions. The speaker asks Copilot to determine the number of unique customers from a dataset. After reducing the data to enhance performance, Copilot accurately identifies the number of distinct customers and suggests creating a new sheet. Additionally, the speaker reviews the formula used by Copilot to ensure accuracy before continuing with the demonstration.
00:06:00
In this part of the video, the speaker demonstrates adding a new column for profit in a table, calculated as revenue minus cost. They use a prompt to instruct the tool to add the column, which is then automatically created. The speaker previews the addition and clicks a button to complete it. They then highlight profitable orders above 2000 in green using another prompt, and format these as currency. Next, the speaker finds the customer who ordered the most cookies by typing a query, which is answered by creating a pivot table showing Cascade Grovers as the top customer. The process is streamlined with automated pivot table insertion, confirming Cascade Grovers’ substantial order volume.
00:09:00
In this part of the video, the presenter demonstrates how to utilize Copilot in Excel for data visualization and analysis. They create a line chart showing profit by month and note the significant profit spike towards the end of the year. Although Copilot can generate the chart, it cannot directly change the line color, but it provides instructions on how to do so manually. The presenter then tests Copilot’s ability to identify seasonal trends in cookie sales, confirming a peak during the holidays. Overall, the segment highlights the accessibility Copilot offers for both new and experienced users in making Excel’s functionality more approachable through natural language prompts, despite being in preview and having room for improvement.
00:12:00
In this part of the video, the speaker emphasizes that Copilot is a valuable tool for both beginners and advanced users. They also encourage viewers to subscribe for more similar content and express their anticipation to see the viewers in the next video.