Data Insights

Quick reference

• 00:04 Copilot allows us to get quick insights into our data and
• 00:08 also interrogate our data by asking questions.
• 00:12 Now, you can see over in my prompt area, just above,
• 00:15 I have a suggested prompt called Show data insights.
• 00:18 So I could type that in if I haven't got it as a suggested prompt,
• 00:22 I'm going to click it because I have it sitting right there.
• 00:25 Now, what this is going to do is it's going to look at my data set and
• 00:29 it's going to produce some kind of insight into my data,
• 00:32 that might be in the form of a PivotTable or a PivotChart.
• 00:36 So let's see what it comes up with based off of my data set.
• 00:39 Because I haven't given it any specific prompt as to the kind of
• 00:44 information I'm trying to extract.
• 00:46 So here we go, It's created a line chart.
• 00:50 It gives me a little bit of information about the insight that it's found.
• 00:53 And I can see here, we have a line chart,
• 00:56 units sold by invoice date, which is pretty nice.
• 00:59 It might be something that I want to see.
• 01:01 But the thing that I like most about data insights is,
• 01:04 if you take a look just underneath, we have two suggested prompts.
• 01:07 Can I see another insight and add all insights to grid?
• 01:11 Now, if we click Add all insights to grid, that's going to create lots and
• 01:16 lots of different data insights.
• 01:18 So we're going to get quite a few PivotCharts and
• 01:21 the corresponding PivotTables.
• 01:22 So you can see here, this is sort of built like a mini Excel dashboard, and
• 01:27 we can see our data chopped up and analyzed in lots of different ways.
• 01:31 And underneath, we have all of the corresponding PivotTables for
• 01:35 those PivotCharts.
• 01:36 So if we think to ourselves, actually, some of these aren't displaying exactly as
• 01:40 I want them to display, it's very easy for us to go in to the Design tab,
• 01:45 the Format tab, apply styles, change the way that we're viewing that data.
• 01:49 But it gives us a really nice base to start from.
• 01:52 Now, you can also gain more insight by asking your data questions.
• 01:57 So maybe I just really quickly want to know,
• 02:01 which retailer has the highest total sales?
• 02:04 I can send that through and Copilot should be able to look at my data and
• 02:08 produce that result.
• 02:10 And the ability to ask your data questions means that you don't have to go into your
• 02:14 data and start performing some IFS calculations and
• 02:17 things like that to get to your answer.
• 02:20 You can simply ask Copilot, it will work it out for you and
• 02:23 produce the result in the pane.
• 02:24 So there we go, I can see that Westgear is the retailer that has
• 02:29 the highest amount of total sales.
• 02:32 So if my boss came to me and just wanted to know that information, it's very
• 02:36 quick for me to pull that out without actually having to do any calculations.
• 02:40 I can choose this stage to add this as a PivotTable or
• 02:43 I could just simply copy and paste this information into an email and
• 02:46 send it through to whoever was interested in knowing this total.
• 02:50 Notice underneath, again, we have some suggested prompts, and these are always in
• 02:54 the context of the prompts that we've sent through previously.
• 02:57 So a couple of really great methods there for quickly building an Excel dashboard,
• 03:01 and also getting fast answers to questions.

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