From the course: Learning Microsoft 365 Copilot for Work

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Building data-backed recommendations with Copilot in Excel

Building data-backed recommendations with Copilot in Excel

From the course: Learning Microsoft 365 Copilot for Work

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Building data-backed recommendations with Copilot in Excel

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To get the best results from Copilot in Excel, make sure your column headers have clear, unique names. Copilot interprets data through these headers, so you'll wanna make sure they're clear. And while this is not necessary, Copilot does seem to work best when your data is formatted into an Excel table. Making it an Excel table doesn't change the data, it just adds a filter row, and it can also auto-expand ranges for you. So there are a lot of advantages to using Excel tables. To get started with that, make sure you have no empty cells in your data. Click anywhere inside, and on the Home ribbon tab, select Format as Table, and now choose a style. These are all purely aesthetic, so you can just pick one that you like. You can confirm the range here, and leave My Table Has Headers checked. I'll open the Copilot pane, and like Word, Copilot can also be used in edit or chat only mode. However, in Excel, if your file is labeled confidential or highly confidential, Copilot will not be able…

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