Summarize sales data using Copilot in Excel

Beginner
Business Owner
Business User
Technology Manager
Business Leader
Microsoft 365 Copilot
Excel

Explore ways to use Copilot in Excel to quickly summarize, analyze, and visualize sales performance data.

Learning objectives

By the end of this module, you'll be able to:

  • Describe how Copilot in Excel interprets and summarizes structured data.
  • Use prompts to generate summaries, comparisons, and visualizations from a dataset.
  • Apply Copilot suggestions to extend analysis with features like PivotTables, charts, or calculated columns.

Prerequisites

  • None