More recently, Microsoft Copilot, an AI-based assistant, has become an integral part of Excel in all its versions. Now it can help you, in English or another language, analyze data, create charts, offer you the appropriate Excel function, or show you its syntax. To put a long story short, it can make your daily work much more productive!
Microsoft Copilot is a digital assistant, based on artificial intelligence (AI), or large language models (LLMs), that understands human language and can provide answers to questions: give explanations, write texts, generate images, etc. It can be used independently, within a web browser, and is also integrated into applications and services that are part of the Microsoft 365 package, such as: Word, Excel, PowerPoint, Outlook…
When we create a sales report, sometimes we want to show the values in their original form, and sometimes they can be recalculated values, such as thousands or millions. Such a report is created in a very simple way using the Data Validation option, which allows you to select the desired unit size, and recalculate values with help of the Excel LAMBDA function. Let’s create a report like this with a chart to visualize the data.
In one of the previous “recipes” we talked about how to use the Excel GROUPBY function. On that occasion, you could find out how to use it in one of the standard scenarios of its application, and now you will learn how to use it in a slightly more advanced way. To begin with, how you can group by two or more dimensions, and then how to display percentages, determine the depth of the calculation, and so on.
Sometimes, when creating report, you need to display the values as a percentage. You can calculate percentages manually, and recently Excel also offers a PERCENTOF function to make this process easier. If you use functions such as GROUPBY or PIVOTBY, you can also use this function to calculate percentages when grouping values. Let’s see how we can use it!