You can start Copilot in Excel by clicking on the icon located in the lower right corner of the window. After that, on the right side of the screen, the Copilot panel will open. In it, you can chat with this AI assistant, but also engage it to make various changes to the document you are working on. This “recipe” will talk about the available modes of operation and the ways in which Copilot can affect your Excel reports.
When working with pivot tables, you will sometimes use filters to change how the data is presented in report based on the selected criteria. Using filters or using slicers are completely legitimate methods. But what if you want to create a separate report for each criterion you used in the filter. Excel has a simple option that allows you to do this…
A few years ago, Excel, which comes as part of a Microsoft 365 subscription, got the Ideas option. Now this option has been improved and is called Analyze Data. It enables, with the help of artificial intelligence, simple and fast data analysis to generate tables, pivot tables or charts according to user questions, which help user to visualize data in appropriate business reports.
Pivot tables are a report that has existed in Excel for a very long time, and it allows us to look at a source dataset from different angles, as well as to easily change views on the data. Despite the fact that this is a very useful report, many people still do not know how to use pivot tables. That’s why Microsoft recently added an option in Excel by which, based on the selected data, it can recommend you what kind of pivot table to create.
In the previous texts, you could learn about several ways to consolidate data, and here we will deal with consolidation using a pivot table. To be able to achieve this we will use the Pivot Table and Chart Wizard. This is a hidden option that you can’t find in any of the ribbons (you can add it yourself, if you wish, by adjusting the layout of the ribbon), and it makes it easier to create pivot tables and charts …