NEW: Copilot in Excel | Here's why it's incredible!

Summary

Microsoft's Co-Pilot revolutionizes productivity with its integration into Excel, PowerPoint, and Outlook. In Excel, it simplifies data manipulation with table conversion, dynamic formula suggestions, and automatic insights through pivot charts. PowerPoint benefits from Co-Pilot's ability to generate presentations and slides based on prompts, while Outlook enhances email drafting with professional templates and a coaching tool for tone adjustment. Despite its powerful features, Co-Pilot has limitations with non-table data and certain actions. This guide offers a comprehensive look at leveraging Co-Pilot for efficiency, though its current availability is limited to select customers.

Takeaways

• 🚀 Microsoft Co-Pilot is a new feature that enhances productivity in Excel, PowerPoint, and Outlook.
• 📊 In Excel, Co-Pilot can convert data into a table, suggest formulas, and automate tasks like merging columns and calculating profit margins.
• 🔍 Co-Pilot offers dynamic highlighting and filtering options, allowing users to easily identify and sort data based on specific criteria.
• 📈 The 'Analyze' feature in Excel can generate pivot charts and tables, providing insights and visualizations for better data understanding.
• 📑 Co-Pilot in PowerPoint can create presentations with multiple slides and even add a table of contents slide based on user prompts.
• 📝 In Outlook, Co-Pilot assists in drafting emails, making them more professional and well-structured with suggestions and tone coaching.
• 💡 Co-Pilot's email coaching tool provides real-time feedback on the tone and clarity of the email being written, guiding users to improve their communication.
• 🚫 Despite its powerful features, Co-Pilot has limitations, such as difficulties in handling tasks outside of Excel tables or merging two tables.
• 🔒 Currently, Co-Pilot is only available to a select few customers, indicating it's not yet a widely accessible feature.
• 🛠️ The script suggests that Co-Pilot can save hours of work, implying significant time efficiency gains for users who have access to it.
• 🔄 The video script also mentions that Co-Pilot is not perfect, highlighting the need for users to understand the steps it suggests for manual tasks.

Q & A

What is Microsoft Co-Pilot and in which applications can it be used?

Microsoft Co-Pilot is an AI-powered tool that enhances productivity by assisting with tasks in Excel, PowerPoint, and Outlook.

How can Co-Pilot help in Microsoft Excel?

In Excel, Co-Pilot can help with tasks such as adding formula columns, merging columns, calculating profit margins, highlighting data, sorting and filtering data, and generating visual insights.

What steps are involved in activating Co-Pilot in Excel?

To activate Co-Pilot in Excel, go to the Home tab and click on the Co-Pilot button on the right. Then, convert the data into a table and type your requests or choose from suggested categories.

How does Co-Pilot handle merging columns in Excel?

To merge columns, you can type a request like 'merge first and last column into one, add space between them.' Co-Pilot generates the appropriate formula and can insert a new column with the merged data.

Can Co-Pilot generate and apply numerical formulas in Excel?

Yes, Co-Pilot can generate numerical formulas. For example, if you request a column for profit margin, it can deduce the formula (profit divided by revenue) and apply it to the data.

What are some limitations of Co-Pilot in Excel?

Co-Pilot struggles with tasks like removing specific rows, merging two tables, and working with data outside of table formats.

How can Co-Pilot be used in PowerPoint?

In PowerPoint, Co-Pilot can create slide presentations based on prompts, generate tables of contents, and provide summaries of presentations.

What is a notable limitation of Co-Pilot when generating PowerPoint presentations?

One limitation is that Co-Pilot can make mistakes such as misplacing titles or including extra points beyond the requested number.

How does Co-Pilot assist with email drafting in Outlook?

In Outlook, Co-Pilot can draft emails based on simple prompts, enhance email wording for professionalism, and even provide coaching on tone and clarity.

What is the 'Coaching by Co-Pilot' feature in Outlook?

The 'Coaching by Co-Pilot' feature analyzes your email's tone, offers suggestions for improvement, and provides insights on reader sentiment and clarity.

Outlines

00:00

🚀 Introduction to Microsoft Co-Pilot in Office Applications

The script introduces Microsoft Co-Pilot, a new feature that significantly enhances productivity in Excel, PowerPoint, and Outlook. It provides a comprehensive guide on utilizing Co-Pilot in Excel for advanced data manipulation, such as merging columns, calculating profit margins, and highlighting specific data points dynamically. The feature also includes sorting and filtering capabilities, as well as the ability to generate pivot charts for data insights. However, the script also points out some limitations, such as difficulties with non-table data and merging tables.

05:01

📊 Advanced Data Visualization and PowerPoint Integration

This paragraph delves into the advanced features of Co-Pilot in Excel, focusing on data visualization. It demonstrates how to create column charts based on revenue for each full name, and highlights the 'analyze' feature's similarity to Excel's existing 'analyze data' tool. The script then transitions to PowerPoint, showcasing how Co-Pilot can generate a five-slide presentation on creating an excellent company culture, including a table of contents slide. It also discusses the ability of Co-Pilot to interpret and summarize presentations, which can be useful for email summaries.

10:01

📧 Outlook Integration and Email Drafting with Co-Pilot

The final paragraph explores Co-Pilot's capabilities in Outlook for drafting emails. It illustrates how Co-Pilot can transform a simple 'out of office' message into a more professional and detailed communication. Additionally, it shows how Co-Pilot can draft emails for complex scenarios, such as reporting the outcome of a meeting with investors. The paragraph also introduces the 'coaching by Co-Pilot' tool, which guides users in writing emails by analyzing tone and suggesting improvements for clarity and sentiment.

🔑 Conclusion and Call to Action for Productivity

The concluding paragraph emphasizes the overall value of Co-Pilot as a significant upgrade for productivity in Office applications. It acknowledges that the feature is not yet widely available and suggests alternative productivity-enhancing resources, such as a related video tutorial and an Excel course. The script ends with an encouragement to like, subscribe, and look forward to the next video.

Keywords

💡Microsoft co-pilot

Microsoft co-pilot is a new feature that integrates with Microsoft Office applications, enhancing productivity by providing automated assistance in tasks such as data analysis and presentation creation. In the video, it is introduced as a tool that can save users hours of time by automating complex tasks in Excel, PowerPoint, and Outlook. For example, in Excel, it can generate formulas and perform data manipulations based on user prompts.

💡Excel

Excel is a widely used spreadsheet program that allows for data organization, analysis, and visualization. In the context of the video, Excel is shown with the co-pilot feature, which can interpret user requests to perform tasks like merging columns, calculating profit margins, and creating pivot charts. The script demonstrates how Excel with co-pilot can dynamically generate formulas and insights based on the data presented.

💡Formula columns

Formula columns in Excel refer to columns that contain formulas which perform calculations based on the data in other columns. The video script describes how co-pilot can assist in creating formula columns by interpreting user requests, such as merging the first and last name into a single column with a space between them, which is then automatically generated by the co-pilot feature.

💡Profit margin

Profit margin is a financial metric that indicates how much profit a company makes for every unit of revenue gained. In the video, co-pilot in Excel is shown to automatically suggest a formula for calculating profit margin by dividing profit by revenue, demonstrating its ability to understand and apply financial concepts.

💡Highlight

The 'highlight' feature in Excel is used to visually emphasize certain cells or data points. The video script illustrates how co-pilot can dynamically identify and highlight the highest revenue or specific conditions such as clients with less than 20 customers, showcasing its capability to perform conditional formatting based on user-defined criteria.

💡Sorting and filtering

Sorting and filtering are methods used in Excel to organize and refine data sets. The script describes how co-pilot can sort revenue from high to low and filter data to show only the top five profits, demonstrating the tool's ability to quickly manipulate and present data as per user requests.

💡Pivot chart

A pivot chart is a dynamic chart that summarizes and graphically displays data from a pivot table. In the video, co-pilot generates a pivot chart to provide insights about the data set, such as the number of clients by star ratings, showing its ability to transform raw data into meaningful visualizations.

💡PowerPoint

PowerPoint is a presentation software used for creating visual aids and slide presentations. The video script shows how co-pilot can assist in PowerPoint by generating slides based on user prompts, such as creating a five-slide presentation on building an excellent company culture, and even adding a table of contents slide, enhancing the efficiency of presentation creation.

💡Outlook

Outlook is an email and calendaring software that also includes features for task management and note-taking. The script demonstrates co-pilot's capabilities in Outlook, such as drafting professional emails with a more sophisticated tone and providing coaching on email tone and clarity, which can improve communication effectiveness.

💡Coaching by co-pilot

Coaching by co-pilot is a feature that guides users in writing emails by analyzing and providing suggestions to improve tone and clarity. The video shows how it can analyze the sentiment of the text and offer recommendations to enhance the email's professionalism and effectiveness, such as adding details for clarity or adjusting the tone to sound more excited.

💡Productivity

Productivity in the context of the video refers to the efficiency and effectiveness with which tasks are completed, particularly with the help of the co-pilot feature. The script emphasizes how co-pilot can significantly boost productivity by automating various tasks across Excel, PowerPoint, and Outlook, allowing users to accomplish more in less time.

Highlights

Microsoft co-pilot integration brings advanced features to Excel, PowerPoint, and Outlook, aiming to save users hours of time.

In Excel, co-pilot automatically converts data into a table for easier manipulation.

Users can merge columns and create formula columns with simple text commands in Excel.

Co-pilot suggests and automatically generates formulas for calculations like profit margin.

The highlight feature in Excel dynamically identifies and marks the highest values in a dataset.

Conditional highlighting allows users to filter data based on specific criteria, such as the number of customers.

Excel's co-pilot supports sorting and filtering data, even with complex conditions.

The analyze button in Excel provides insights and generates pivot charts for data analysis.

Co-pilot can create specific charts, such as column charts by revenue for each full name.

Despite its capabilities, co-pilot has limitations, such as inability to remove specific rows or merge tables.

In PowerPoint, co-pilot can generate a complete presentation based on a given topic with slides and notes.

Co-pilot can create table of contents slides and summarize presentations for email summaries.

Outlook's co-pilot feature assists in drafting professional emails with suggested enhancements.

The coaching tool in Outlook helps refine the tone and clarity of an email before sending.

Co-pilot's advanced features are currently only available to select customers.

The video provides alternative tips and an Excel course for immediate productivity boosts.

Transcripts

Microsoft co-pilot is finally here

there's been a ton of new Excel features

recently but this takes it to a whole

another level so in this comprehensive

guide let's go over how to use it in

Microsoft Excel in PowerPoint for slide

making and in Outlook for drafting

emails as of this video it's still only

available to a select few customers but

let me show you how it can save hours of

time first up with co-pilot in Excel you

can see over here that we have a small

table just to experiment with so if we

go over to the Home tab you're going to

find the co-pilot all the way to the

right so let's just click on that to

activate it once the dialogue Box is

open over here it needs to convert the

data that we currently have into a table

so we can just hit on convert there to

do so all right now we can either type

our requests down over here or we can go

by their suggested categories where they

have these four so let's go over the

first one of adding formula columns

we'll just click on that and let's

suppose that we want to merge the first

two columns the first and the last

simply to name and have them together so

I could type here something like merge

first and last column into one add space

between them and hit

enter so here's the suggestion and you

can see it's basically made this formula

for us and we can either click over here

to get it explained or we can just

insert a new column with it we can have

it previewing over on the side you can

see there that it's called it full name

and it's basically merged the Max and

the first upen without co-pilot we would

have had to know how to use this formula

completely on our own now what about

numerical formulas so let's suppose here

that we want to find the profit margin

so we can add add new column for profit

margin and just hit enter there we

haven't actually told it what the

formula is for profit margin which is

just profit divided by Revenue but let's

see if it's able to figure that

out awesome so it's given us this

suggestion over here and it's telling us

the formula which is the profit divided

by the revenue and that's all looking

good there we can just click on insert

there and we can find that we have the

same profit margin of 35% throughout so

it works pretty well with formulas and

now let's take a look at some of the

Highlight options so if we scroll back

up you see we have this highlight

feature so let's try using that one for

example we could ask it highlight the

highest revenue and hit enter

there you can see there that it's

identified the revenue column and within

it it's highlighted this one over here

as the highest now that's still a simple

example what if we add some kind of an

if condition there so for example only

highlight the client i s that have less

than 20 customers so we can go ahead and

type highlight clients at less than 20

and hit

enter awesome you can see there that

it's been able to detect these three

clients now if I change this figure to

A10 you'll notice that it also gets

detected so it's actually fully dynamic

as well next up we can test how well it

works for sorting and filtering so if we

scroll back up we can just click on the

and filter option and from here let's

suppose that we want to um sort the

revenue from high to low and see what

happens there you'll notice there that

it's been able to sort everything from

highest to lowest now that's still a

fairly simple example maybe a slightly

harder one can be to only filter by

those that have a profit above certain

amounts so maybe we can say only select

select the profit of the top five maybe

instead of only select filter for the

profit of the top five awesome you can

see there that it's only filtered by the

top five and we can now say to remove

all filters and it should do that

nicely great so you can see there it's

quite a powerful tool but we haven't

quite tried it yet with any kind of

visuals so let's take a look at how we

can do that with the analyze button over

here so let's click on that analyze

let's suppose that we want to just find

some insights so what are some insights

about the data set hit enter there let's

see what it says you'll notice that I

have made a typo but let's see if it's

still able to interpret that and you can

see here that it's actually generated

this pivot chart if we click on add to a

new sheet just for us to see better you

can see that this is a pivot table as

you can see by the popup there and it's

showing the number of clients by the

star ratings if we go back over here we

can also ask it for specific charts like

maybe it can be uh create a column chart

by revenue for each full

name awesome you can see there what is

generated I can click on add to new

sheet just for you to see that this

analyze feature is actually very similar

to the analyze data that we already had

in Excel previously while co-pilot is

looking very exciting it does have some

flaws so let me show you you some

examples of that let's suppose that we

want to remove estan peon over here so

we can type it remove estan peon row and

just hit enter there you'll notice that

it actually isn't able to do it let's

see what it says like I anticipated it

says here I'm sorry but I couldn't

perform the actions you requested and

instead it just tells you the steps to

go ahead and do them yourself another

notable flaw is that it doesn't quite

work if you have two tables and you want

to ask it say to merge them things like

that don't quite work same thing goes

with data that's outside of a table I

have this cell here selected for now and

it's saying hey I only work with an

Excel table so we're actually unable to

type anything down below unless we're

inside of the table format that's an

overview of co-pilot in Excel so let's

now take a look at it in PowerPoint over

here you can see that I have a

presentation which is completely blank

and under the Home tab I can click on

COD pilot just like before within this

we can either click down over here under

view prompts to see some of the

suggestions of what we we might be able

to ask it or simply you can just type

whatever you want let's say I have

something in mind like this over here

where I have make a five slide

presentation on creating an excellent

company

culture great you'll notice there that

it's generated five different slides

kind of outlining the key steps we take

a look down over here under notes you'll

realize that it's also generated some

notes for us maybe in the case of a

presentation what if we also want a

table of content slide well we can

simply request one like can you add a

slide after a title slide with a table

of

contents awesome you can see there that

it's created a table of content slide

with some of the titles that said the

first title over here building a company

culture that works is actually the one

that you would have in the title so

that's a bit of a mistake there while

all of these are specific edits to the

PowerPoint slides we can also ask it to

interpret it for example let's suppose

we want to ask it what are the three

main

takeaways from the

presentation while we wait for this to

generate something like this can be

really useful to send as an email in the

form of a summary and the PowerPoint

slides attached so if we take a look

over here what it said here's a summary

of the deck and it's got the main ideas

that said they're not exact L three

there are a few more than that but you

kind of get the idea of how it can work

so far pretty impressive but we still

have Outlook so let's take a look at

that one we can just click on new email

over here let me make it full screen

you'll notice within that that we have

type SL2 draft with co-pilot you can

also activate it with this button over

here so let's go ahead and start typing

you'll notice we get this popup and

suppose we want to say that we're out of

office

so I've just put that I'll be out of

office until January 5th due to surgery

let's see if it's able to make it a bit

fancier than that awesome you can see

there that it's made it a lot fancier

with I would like to inform you that

I'll be out of office and then it's just

added some supplemental text after that

like during this time going to be unable

to respond to emails and so on and so

forth so it's really a lot better than

what we wrote that's a fairly easy email

though so let's make something slightly

harder like for example a meeting with

an investor so I've said that meeting

with our investors went great they're

going to be investing a further 5

million let's go ahead and see what it

has to say there this is starting to

look great I'm happy to report that our

meeting with investors went very well

they're impressed with our progress and

they've agreed to invest an additional 5

million in our company and so on and so

forth so it looks a lot more

professional alongside drafting emails

there is also a coaching tool which you

can also find up over here under

coaching by co-pilot what this one does

is it actually guides you as you write

an email and sets your tone as opposed

to changing your words directly so you

can see here I have some text that I've

generated and I can go over to coaching

by co-pilot where it's going to start

analyzing the email from here it's going

to tell me what my tone is and how it

could be improved and it's also giving

me some suggestions of text as well as

the reader sentiment and they sound

excited which is good and some clarity

where maybe I could add a few more

details so that's Co coaching by

co-pilot so you can see overall co-pilot

is a huge upgrade and something that's

going to make you a lot more productive

unfortunately it's not yet available for

everyone so if you want to be productive

today check out this video over here to

save you hours of time or take our Excel

course over here hit the like and that

subscribe and I'll catch you in the next

one