Summary  
This chapter demonstrates how to leverage an AI assistant to automatically generate and refine spreadsheet formulas for tasks like text extraction, table merging, error handling, and grouped summaries by using plain-language prompts.

General domain of usage  
Spreadsheet data analysis


In this section, you move from cleaning data to using it for real tasks.

Before starting, note that Agent Mode is now called Edit with Copilot. The functionality stays the same, so you can use both terms interchangeably.



## What You Will Learn in This Section
- You use Copilot as a guide to understand Excel functions and generate formulas when needed;
- You combine data from multiple sheets by describing the task in plain language, without memorizing functions;
- You handle errors in a clear way by asking Copilot to detect issues and return readable results;
- You create grouped summaries to analyze performance without manual filtering or complex setup.



Discover how to use Excel with Copilot to solve real business problems. Explore practical workflows that turn messy data into structured, reliable systems. Learn how to build models, automate calculations, and generate insights without memorizing formulas. Understand how to guide Copilot, validate its output, and keep full control over your logic.

Explore the core setup and habits for working with Copilot in Excel. You configure your environment, learn how to write clear prompts, and apply safe workflows before using Copilot on real data. You focus on testing, verifying results, and protecting your files. These skills help you avoid mistakes and use Copilot with confidence further.

Focus on turning messy, inconsistent datasets into clean and usable data. You standardize headers, split combined fields, fix mixed formats, and remove duplicates using Copilot. Consider real-world scenarios and apply structured workflows to clean data safely.

Discover using Copilot to work with clean data and turn it into insights. You extract values, connect multiple datasets, handle errors, and build dynamic summaries. Learn to describe tasks in plain language while Copilot generates and applies the formulas.

Learn how to present data in a clear and interactive way. Create PivotTables, add slicers, build charts, and apply conditional formatting to highlight key insights. Combine all elements into a structured dashboard and use Copilot to support analysis, formatting, and presentation. 

Build a forecasting model using assumptions, pricing scenarios, and 12-month projections. Test different outcomes, guide Copilot through complex logic, and turn your analysis into a clear, decision-ready recommendation.

Turn your work into a reusable, product-like spreadsheet. Clean raw data, combine multiple sources into a single system, build automated reports, and package everything into a polished template with instructions that anyone can use.

Using Copilot for Data Analysis

What You Will Learn in This Section