Summary  
Using natural language prompts, an AI assistant can programmatically generate and manipulate data structures (for example, pivot tables, formatted headers, and external data tables) and produce concise summaries through code.

General domain of usage  
Business analytics and reporting



After creating charts, pivots, and formatting, the final step is to combine everything into a single dashboard.

A dashboard brings your data, visuals, and insights into one clear and structured view.



Start by creating a new sheet and use it as your presentation space.

Turn off gridlines and keep the layout clean so the sheet looks more like a report than raw data.

Create a Dashboard Sheet


You can use Copilot to test ideas directly.

Describe a hypothesis and ask Copilot to build a PivotTable that compares key metrics. Copilot creates the table and explains the result.

Use Copilot for Analysis


Ask Copilot to generate a short summary of your findings.

It can format the text and place it at the top of the dashboard, creating a clear introduction to your data.

Add a Summary Header


Bring in your charts, PivotTables, and slicers from previous steps.

Arrange them in a way that is easy to read and interact with.

Combine Visual Elements


You can also ask Copilot to gather external information and insert it into your sheet.

This helps add context and makes your dashboard more informative.

Add External Context

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 a Dashboard with Copilot