Enjoy the video? Stay tuned for our next tip in this series, where we show you how to edit your PivotTable and create an easy to understand chart or graph based on the data.
Hello, and welcome to another Byte-size Bulletin video, by The Final Step.
Want to quickly summarise your data but not sure where to start? You can use Microsoft Copilot in Excel to create a Pivot Table in seconds.
Make sure you have open your worksheet with the data you want to summarise. Here I’m using an example sheet that has 1000 rows of sales data.
First, click the Copilot button in the top-right corner of your Excel window. This opens the Copilot pane, where you can ask questions in plain language.
Now, let’s type our request. I’ll write “Create a pivot table showing total sales by product category.”
Copilot then takes care of the setup – choosing the fields and organising the layout. Once processing is done, click “add to a new sheet”.
Now you can see total sales automatically grouped by product category. Pivot Tables normally take a bit of practice with Excel to understand and use effectively, but Copilot has done it in one step.
With just a few words, you’ve built advanced data summaries, without touching a single formula or field list. Copilot can help transform your Excel experience into a quick and stress-free one, and save you from spending countless hours inside your spreadsheets.
This function has clear use-cases across sales and finance, but it’s also useful for many other departments. I’ve included some other use-cases on the screen now.
The power of Pivot Tables is their ability to present data from different viewpoints. In our next tip, we ask Copilot to edit our Pivot Table, then help us visualise our data clearly.
Thanks for watching another Byte-size Bulletin video, by The Final Step.