Summary  
Automating the programmatic creation and modification of hierarchical data summaries (pivot tables) and interactive filters (slicers) using AI-assisted code generation.

General domain of usage  
Business analytics



Now you move from raw data to structured summaries that are easy to explore and present.

In this chapter, you use Copilot to create a PivotTable and make it interactive.




Instead of building a PivotTable manually, describe what you need.

Ask Copilot to group your data and calculate totals based on specific fields. Copilot creates a new sheet and builds the PivotTable for you.

You can immediately explore the data by expanding and collapsing different groups.

Create a PivotTable with Copilot


If you need deeper insights, you can update the PivotTable.

Ask Copilot to add additional fields, such as Sales Rep, under existing groups. This lets you see performance at a more detailed level.

The PivotTable remains dynamic and updates when the source data changes.

Add More Detail to the Pivot


To make the PivotTable interactive, add a slicer.

Ask Copilot to create a slicer based on a specific column. This gives you buttons that filter the data instantly.

You can switch between different categories without rebuilding the PivotTable.

Add a Slicer for Interactivity


PivotTables help you turn raw data into structured insights.

With Copilot, you skip the manual setup and focus on how the data should be organized and presented.

Why This Step Matters

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.

Building PivotTables and Adding Slicers