How to do I get the AI agent to create a dashboard from the data I uploaded

Question

How to do I get the AI agent to create a dashboard from the data I uploaded

Answer 1

Dear Mona,

Good day, and thank you for reaching out to the Q&A Forum. I understand that you would like Copilot in Excel to help create a dashboard from your uploaded data. This is definitely possible, but the workbook needs to be prepared correctly first for Copilot to work with it effectively. Please follow these steps:

1. Open Excel for the web or Excel desktop.
2. If your data is coming from an external file, import it into the workbook first: go to Data > Get Data > choose your source (e.g., From File > Excel workbook, CSV, etc.) > select the file > Load.
3. Make sure the data is formatted as a table (Select the data range, then choose: Insert > Table). Copilot works best when the data has clear column headers and is structured as a table.
4. Select the Copilot icon in the lower-right corner of Excel.
5. Give Copilot a clear, detailed prompt describing what you want. For example: Create an executive dashboard from this data with total sales, monthly trends, top categories, regional performance, and a summary of key insights.
6. Copilot will analyze your data and generate the dashboard elements directly in your workbook, using Excel's built-in features like tables, charts, PivotTables, and formulas
7. Once Copilot creates the dashboard, please remember to review the output for accuracy before sharing or relying on it, especially for calculations, categorization, and summary insights.

If Copilot does not create the dashboard, check the following:

• The file is saved in OneDrive or SharePoint
• The data is in a proper Excel table
• Column names are clear
• There are no merged headers or blank header rows
• Your account has a Copilot license
• Copilot is enabled by your organization

For reference: Get started with Copilot in Excel | Microsoft Support

I hope this information is helpful. Please follow these steps and let me know how it goes. If you have any questions or need further assistance, please feel free to share them in the comments so I can continue to support you. Thank you for your patience and understanding. I'm looking forward to your reply.

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