MICROSOFT COPILOT JETZT DOCH SCHON IN EXCEL - Erster Eindruck der neuen KI-Funktionen von Excel

Introduction

In this tutorial, we'll explore the new Microsoft Copilot feature now available in Excel. This guide will walk you through how to access Copilot, utilize its capabilities to analyze data, create formula columns, and filter information based on specific criteria. Whether you're familiar with Excel or just starting, these tips will enhance your productivity using AI.

Step 1: Accessing Microsoft Copilot in Excel

• Open Excel on your device.
• Look for the Copilot icon, typically located in the toolbar or ribbon area.
• Click on the Copilot icon to activate its features.

Tip: Ensure that your Excel is updated to the latest version to access Copilot and its functionalities.

Step 2: Querying Your Data with Copilot

• Once Copilot is activated, you can start asking questions about your data.
• Use natural language to make inquiries, such as “What is the total sales for Q1?” or “Show me the average expenses.”
• Copilot will analyze your data and provide answers directly within the Excel interface.

Common Pitfall: Make sure your data is well-organized in tables or ranges for better results.

Step 3: Adding New Formula Columns with AI

• Select the table where you want to add a new formula column.
• Ask Copilot to generate a formula for the new column based on your criteria. For example, you might say, “Create a column for profit by subtracting costs from sales.”
• Copilot will automatically add the new column with the formula applied to the relevant rows.

Practical Tip: Review the formulas generated by Copilot to ensure they meet your specific requirements.

Step 4: Filtering and Highlighting Data

• To filter data, instruct Copilot by saying something like, “Show me all entries where sales exceed $1,000.”
• Copilot will apply filters and highlight the relevant data points for clarity.
• Use additional criteria to further refine your dataset, such as dates or categories.

Tip: Utilize the highlight feature to draw attention to key data points, making your reports more visually appealing.

Conclusion

Microsoft Copilot in Excel offers powerful tools for data analysis and manipulation, enhancing your ability to work smarter. By following these steps, you can effectively access and use Copilot to query your data, create new formula columns, and filter information. As you grow more familiar with these features, consider exploring more advanced functionalities and keeping an eye out for future updates. Happy Excel-ing!