Standardizing Headers and Flagging Missing Data

Start by converting your dataset into a table. This gives you structured references, automatic expansion, and a stable format for Copilot.

Select the dataset, go to Insert → Table, and confirm the range. Excel creates a table that Copilot can reference reliably.

Messy datasets often include inconsistent headers with underscores, symbols, or mixed casing.

Use Copilot in Agent Mode to clean them in one step. Ask it to rename headers using clear Title Case and remove unnecessary characters.

Copilot updates all headers and shows the changes, so you can verify the result.

After fixing the structure, you need a way to identify missing information.

Create a helper column that checks key fields like phone and company. The column should return clear labels such as Missing Phone, Missing Company, Missing Both, or Complete.

Ask Copilot to generate the formula only, then insert it manually into the table.

Always check the formula before using it. Copilot may generate correct logic but reference the wrong columns.

Update the references if needed, then confirm that the results match your expectations.

Once correct, Excel fills the formula automatically across the table.