How to use structured data (Excel) to build agents in Copilot studio?

Question

I am trying to build a chatbot/agent on copilot studio which would perform relevant calculations on an excel data to give results. Currently it is giving incorrect results on calculations.

Answer 1

@Shomik Sarbabidya -

• You can use structured data from Excel to build agents in Copilot Studio by importing your Excel file and leveraging Copilot Studio’s data connectors and skills to interact with the data.
• Copilot Studio supports connecting to Excel files stored in OneDrive or SharePoint, allowing your agent to read, filter, and perform calculations on the data.
• Use Power Fx expressions and Copilot Studio’s built-in actions to query, manipulate, and calculate results from your Excel tables.
• Design your agent’s topics and prompts to guide users through the process of uploading or selecting the relevant Excel file, specifying the table or range, and defining the calculations or queries needed.

References:

1. https://learn.microsoft.com/en-us/azure/copilot/write-effective-prompts
2. https://support.microsoft.com/en-us/office/get-started-with-copilot-in-excel-d7110502-0334-4b4f-a175-a73abdfc118a
3. https://learn.microsoft.com/en-us/fabric/data-science/data-agent-microsoft-copilot-studio