Copilot in Excel: 5 prompts to maximize your use of the tool

Microsoft Copilot in Excel uses artificial intelligence to facilitate analysis, create formulas, generate charts, identify trends, and transform data into insights more quickly and easily.

Excel is one of the most widely used tools by companies to organize, analyze, and transform data into strategic information. With the integration of Microsoft Copilot, this potential is enhanced, combining the already known features of the platform with artificial intelligence to make analyses and processes even more agile.

With Copilot, it is possible to go beyond formulas and request analyses, summaries, projections, charts, and insights through natural language commands. This way, users can explore data more easily, identify relevant insights, and dedicate more time to decision-making.

To take full advantage of this potential, the way you create prompts makes all the difference. Below, check out 5 prompts to use Copilot more strategically in Excel!

1. Summarize a database

Prompt: Summarize this database and highlight the main indicators, trends, and points of attention.

Copilot analyzes the data in the spreadsheet and presents a consolidated view of the most relevant information. This way, it is possible to interpret large volumes of data more quickly and identify the main points for analysis and decision-making.

2. Identify trends and patterns

Prompt: Analyze this spreadsheet and identify trends, patterns, and possible anomalies in the data.

The tool evaluates the data and highlights recurring behaviors, significant variations, and possible deviations that deserve attention. This way, the information becomes easier to interpret, facilitating the identification of insights that may go unnoticed in manual analyses.

3. Create formulas

Prompt: Create a formula to calculate the percentage growth of sales compared to the previous month.

It is possible to generate formulas based on the objective provided in Copilot, without needing to know the syntax or specific features of Excel in detail. Additionally, it can explain how the formula works, enhancing the use of the tool's resources and speeding up the execution of calculations.

4. Create charts automatically

Prompt: Create a chart showing the evolution of sales by month and highlight the periods of highest growth.

Copilot can suggest and create appropriate visualizations for the analyzed context, making the information easier to interpret. This way, it is possible to quickly create charts and present results more clearly and objectively.

5. Make projections and forecasts

Prompt: Based on the historical data from this spreadsheet, project the results for the next six months.

Based on the historical data from the spreadsheet, Copilot can support trend analyses, projections, and scenario simulations, helping to visualize possible future outcomes.

These prompts show how Copilot can simplify everyday activities and enhance the use of Excel's resources. In an increasingly data-driven environment, the tool becomes an ally in transforming information into insights and supporting decisions more strategically through simple and well-directed commands.

Want to explore the full potential of Microsoft Copilot?

Talk to the experts at Teltec Data and discover how artificial intelligence can help your team work more productively and strategically.