Excel Analyze Data – 5-Minute Demo Cheat Sheet
[0:00 – 0:30] – Hook & Setup
Say:
“Ever wish your analyst worked 24/7, didn’t ask for bonuses, and loved Excel? Meet Analyze
Data — your built-in AI brain in Excel.”
Do:
- Open Excel file
- Click anywhere in the data table
[0:30 – 1:30] – Launch the Magic
Say:
“Click one button — and Excel becomes Sherlock Holmes.”
Do:
- Go to Home tab → Click Analyze Data
- Show right-side pane with insights auto-generated
Narrate:
- “Top spend by country”
- “Highest vendor bill”
- “Unpaid alerts — Michael Smith, we see you!”
[1:30 – 2:30] – Ask Excel Questions (Live)
Say:
“I’ll just ask Excel what I want. Like texting a genius friend.”
Type into Analyze bar:
1. Total amount by country – “USA is leading the spend race.”
2. Unpaid transactions count – “Finance will love this.”
3. Total by category – “IT Services: our favorite child.”
4. Top 3 buyers – “Who’s swiping the corporate card most?”
[2:30 – 3:30] – Drop a Chart
Say:
“Now let’s impress the boss with a chart — no pivot table stress!”
Do:
- Click any insight → Insert chart into the sheet
- “Looks like hours of work, done in one click.”
[3:30 – 4:30] – Real-World Use Cases
Say:
“You can use this for:
- Procurement spend reports
- Vendor comparisons
- Payment status overviews
- Saving your weekend!”
[4:30 – 5:00] – Mic-Drop Closing
Say:
“Why work harder when Excel works smarter?
The next time someone asks if you know Excel, say:
‘Yes. I talk to it.’”
(Optional: Smile, nod, dramatic pause)
Quick Tips
- Always use formatted tables (Ctrl+T)
- Clean headers = better insights
- Don’t over-explain — let the AI impress them!
