From the course: Excel with Copilot: AI-Driven Data Analysis
Using Microsoft Copilot as an Excel formula tutor
From the course: Excel with Copilot: AI-Driven Data Analysis
Using Microsoft Copilot as an Excel formula tutor
- [Narrator] The Learning Coach is a purpose-built Copilot agent to help you grow your skills in context. That means we can use it as a personal Excel tutor that lives right inside our app. To see it in action, open the exercise file, Excel tutor, and head to Copilot chat. We will go to the navigation panel here and find the Learning Coach and give ourselves a little more space here by expanding the sidebar. And as the suggested prompts here will show us, this agent is all about helping us learn new things, including Excel. So if I wanted to know about the Let Function, for example, (keys clacking) I'm going to use this mileage data set. If we wanted to get examples on a different data set, another one we use, there's a plus sign here. We can upload files, go to our OneDrive and find them. But we will use this data set here, and you're going to get your own tutorial here. So we'll learn a little bit about how the let function works. We will use an example here. So in my case, we're getting a power to weight ratio and we're getting a simple example of how to build that let function. It's going to go into a more advanced use case and so on and so forth. So rather than just spitting out formulas like we're doing here, we can actually use the Learning Coach to explain steps and explore broader topics. So for example, (keys clacking) maybe you've heard about the difference between office scripts and VBA, you just want more clarity. You want a good learning path. Let's see what we get here. So the nice thing with the Learning Coach here is that it does summarize these concepts for us, but it also helps us come up with a plan. Here, should we learn VBA? Should we learn office scripts and so forth? We could continue on, get a learning path. You might even ask for individual data sets and use cases, how to think about these two tools, and that's where we'll go next, thinking about some of the higher level planning that you might do with your Excel workbooks. So let's say I'm planning a new project. Help me design KPIs for tracking client feedback using Forms and Excel. This is where we're getting more into planning necessarily than learning. And we'll see where the Learning Coach does and doesn't help us. So again, this is just to help us kind of learn about how should we think about KPIs, what kind of KPIs might we use? Okay, how do use these things together. Once you're ready to really implement. If I ask, for example, how would I move data from forms into your Excel? This is really a place where you're not really learning anymore and you're more so doing and you'll see exactly the Learning Coach. My focus is to help you understand. So this is really where you might take this prompt. And if I just go back and I think maybe the navigation panel will work, hit chat. Okay and now what we'll do is ask that question in Copilot chat and start to actually get some doing steps for us. Copilot app skills. Why we're not using that? Well, because app skills really only works inside of Excel. We can't automate things outside of Excel, like in forms here. And you'll see we do get a basic game plan. So use the Learning Coach agent when you want to understand and grow, use Copilot the main chat and then app skills when you want answers and when you want automation.
Contents
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Creating formulas and functions faster with Copilot3m 31s
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Debugging Excel formulas with Excel Copilot3m
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Using Microsoft Copilot as an Excel formula tutor4m 6s
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Using the COPILOT() function3m 28s
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Data profiling4m 58s
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Sorting and filtering data3m 6s
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Working with multiple tables in Copilot4m 3s
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Challenge: Enhancing a table with Copilot1m 8s
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Solution: Enhancing a table with Copilot2m 15s
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