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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108 views

Available in AI - Artificial Intelligence

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List Tables can leverage the benefits

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of Copilot as an assistant by

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using simple prompts for sorting,

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filtering, or generating pivot tables.

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I'll start in the Copilot conversation pane

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by using a suggested prompt to sort employee

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ID by average salary in ascending order.

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Simple, quick, and efficient.

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I can also make a slightly

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different manual request,

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such as filtering the data of a column

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by specifying a simple criterion.

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Here I display the employees from Paris.

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I want to apply a cumulative

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filtering criterion based on the

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status column showing only employees.

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This is functional for my simple

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needs as we are in preview.

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In my active filter,

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I now ask Copilot to sort in descending

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order based on the age column.

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To return to my unfiltered table,

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I simply express the need

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to display everything.

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If I wish to analyze my data more deeply,

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I can generate pivot tables.

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I specify that I want a pivot table.

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Copilot then offers me an example.

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Noting that my request is general and that

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it would be wise to be a bit more specific.

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Let's specify by generating an analysis

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table that shows the payroll by gender,

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by contract type,

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and for each city.

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Once the proposal is displayed,

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all I have to do is insert it.

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The modifications I might want in the

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pivot table are not yet managed by

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Copilot and will have to be done manually.

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For clarity, let's pro ceed with

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a second example by requesting the

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count of employees by contract type,

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adding the average salary.

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If the request is simple and clearly written,

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the result is also straightforward,

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thanks to Microsoft Copilot.

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