Copilot Excel Tutorial - Excel’s Biggest Upgrade Ever

About this video

Kevin demonstrates Copilot in Microsoft Excel, which requires a Microsoft 365 subscription and requires AutoSave to be on, meaning the file must be saved in OneDrive or SharePoint. Working with Kevin Cookie Company orders, he asks Copilot in plain language to add cookie prices; Copilot recommends and inserts an XLOOKUP column — oatmeal raisin at $3.50 and macadamia nut at $5.85 — and because it inserts a live formula, changing a source price updates all orders. For data cleaning, he has Copilot separate a combined region-and-product column into two columns, clean the customer type column by removing extra spaces and standardizing capitalization, fill missing quantities sold from unit price and total revenue, and extract just the month from order dates, each time inserting new formula columns rather than destroying the original data. He then generates a profit margin column (total profit divided by total revenue), applies conditional formatting to rows where profit margin exceeds 50%, performs a multi-key sort and a filter to specific order numbers, and builds a pivot-style table of profit by region and a line chart of total revenue by month. Using Python advanced analysis through Copilot, he generates a word cloud of customer feedback, runs sentiment analysis with scores and labels, and builds a dashboard with charts for revenue by region, profit margin by product, quantity sold by month, and revenue and profit by customer type, noting Python in Excel requires the current channel version. He closes by showing the Copilot Prompt Gallery of sample prompts.

Key takeaways

• Copilot in Excel needs a Microsoft 365 subscription, AutoSave on, and the workbook saved in OneDrive or SharePoint.
• Ask in plain language and Copilot inserts real formulas such as XLOOKUP, so results update automatically when source data changes.
• Copilot cleans data into new formula columns — splitting combined fields, fixing capitalization and spaces, filling missing values — without destroying the original data.
• Copilot can add calculations like profit margin, apply conditional formatting, sort, filter, and produce pivot tables and charts from prompts.
• Python advanced analysis via Copilot unlocks word clouds, sentiment scoring and multi-chart dashboards beyond standard Excel features.

Episode details: published March 20, 2025 · 16:14 long. Summary written by Self Growth Videos from the episode itself. Business results and any income figures mentioned are Kevin Stratvert’s own claims, shared for education — they are not typical or guaranteed.

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