Summary  
This chapter demonstrates how to use AI-assisted prompts to programmatically generate and customize charts from tables and pivot tables.  

General domain of usage  
Data visualization



Charts help you present data in a clear and visual way. Instead of working with numbers, you show trends and comparisons that are easy to understand.

In this chapter, you create charts from both raw data and PivotTables.




Start with your main table that contains dates and revenue.

Ask Copilot to choose the best chart type and build it for you. For time-based data, it will typically create a line chart.

Copilot places the chart on a new sheet and organizes the data automatically.

Create a Chart from Raw Data


Next, use your PivotTable to create a summary chart.

Ask Copilot to build a chart based on the PivotTable and place it next to it. A column chart works well for comparing categories or groups.

Because the chart is connected to the PivotTable, it updates when filters or slicers change.

Create a Chart from a PivotTable


You can ask Copilot to apply basic formatting, such as updating the title, removing the legend, or adding data labels.

After that, adjust any details manually to match your needs.

Format the Chart

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.

Turning Tables into Charts with Copilot