Using Copilot in Excel to show data insights

[EricPatterson]

Hi everyone, over the last few weeks we have had a series of posts to show you some of the things that are possible to do with Copilot in Excel. Today I will show you how Copilot can show you insights about your data. I’ll start with some sample data showing sales information for a biking company:

Bike sales table showing columns for Year, Category, Product, Sales and Rating.

In the Copilot Pane, I use the prompt:

Show Data Insights

Copilot in Excel pane showing the above prompt and the response which includes a chart of Sales by Product, the description below, and buttons for “Can I see another insight?” and “Add all insights to grid”

The data insights show the Sales by 'Product. For example, the sales for “Tires and Tubes” are $86,200, and for “Locks” are $74,800. See the PivotChart above for more details.

I would like to see more insights, so I click on the “Add all insights to grid" button

Copilot in Excel pane showing the Add all insights to grid prompt and a completion response that the insights were added to a new sheet.

Looking at the new sheet that was inserted, I see 6 charts and 4 PivotTables that show insights about my data:

Picture of Excel worksheet with 6 charts in a 2x3 grid with 4 PivotTables below. The charts show “Sales by Product”, “Rating by year and category”, “Sales increases over time”, “Category Accessories has noticeably higher sales”, “Frequency of sales”, and “Field Sales and Field Rating appear highly correlated with 1 outlier”. The PivotTables show “Sales by Product”, “Average sales by Category and Year”, “Sum of sales by year” and “Sum of sales by category”

Over the coming weeks I will continue to share more examples of what you can do with Copilot in Excel.

Thanks for reading,

Microsoft Excel Team

*Disclaimer: If you try these types of prompts and they do not work as expected, it is most likely due to our gradual feature rollout process. Please try again in a few weeks.