Introduction
Welcome to the world of dashboards in Excel with Copilot
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1. Getting the Dashboard Foundation Set
Figure out which version(s) of Microsoft Copilot you have
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Onboard your dashboard using Copilot inside Excel
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2. Using Copilot inside Excel to Make a Dashboard
Formatting a dataset for Copilot
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Get high-level dashboard instructions
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Use Copilot to brainstorm KPIs
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Adjust datasets by adding calculated fields
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Summarize data with PivotTables
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Visualize key patterns with PivotCharts
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Add slicers for interactivity
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Combine charts and slicers to create a dashboard
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3. Using the Copilot Add-On (Paid) Plan to Unlock Even More Features
Prompt Copilot to write Excel formulas
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Prompt Copilot to make Excel PivotTables
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Prompt Copilot to make Excel charts
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Prompt Copilot to do advanced analysis in Python
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Prompt Copilot to apply color highlighting in Excel
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Conclusion
What's on the horizon for Copilot and Excel dashboards?
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Ex_Files_Copilot_Excel_Dynamic_Dashboards.zip
(1.1 MB)