Sample Workbook to Excel Copilot
The workbook shows how to add formula columns and generate data insights using Excel Copilot.
Author
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Tutorial URL
Examples:
• Source data
• Formula columns added with Copilot
• Visual created by Copilot
• Data insights generated by Copilot
ple Workbook to Excel Copilot
ok shows how to add formula columns and generate data insights using Excel Copilot.
Ablebits.com
12-Feb-24
Excel Copilot tutorial
ta
olumns added with Copilot
ated by Copilot
hts generated by Copilot
Source data
Project Project type Budget Q1 Revenue
ThunderRise Development $71,000 $73,000
WildFire Research $40,000 $41,000
NebulaStrike Marketing $13,000 $14,000
TitanForge Design $15,000 $15,000
BlazeWave Development $68,000 $73,000
QuasarQuest Research $88,000 $90,000
StormCrest Marketing $95,000 $112,000
AuroraLeap Design $58,000 $60,000
PhoenixFury Development $60,000 $63,000
AvalancheGlide Research $81,000 $86,000
NovaBurst Marketing $76,000 $78,000
EclipseEdge Design $45,000 $46,000
GalaxyGale Development $99,000 $103,000
InfernoPulse Research $94,000 $98,000
VortexVoyage Marketing $41,000 $44,000
CometRise Design $31,000 $32,000
SolarSurge Development $35,000 $34,000
BlizzardBlast Research $61,000 $63,000
MeteorMomentum Marketing $55,000 $58,000
LightningLoom Design $80,000 $105,000
SolarisSweep Marketing $66,000 $68,000
SupernovaSprint Marketing $56,000 $57,000
TyphoonThrive Marketing $58,000 $60,000
CelestialCharge Design $84,000 $88,000
WhirlwindQuest Design $65,000 $68,000
StellarStride Design $11,000 $12,000
ThunderPeak Design $77,000 $79,000
EclipseEcho Research $88,000 $92,000
InfernoImpact Research $31,000 $32,000
StormSurge Research $67,000 $71,000
Source data
Q2 Revenue Total revenue Profit Profit margin
$75,000 $148,000 $6,936 4.69%
$45,000 $86,000 $21,057 24.48%
$14,000 $28,000 $8,949 31.96%
$17,000 $32,000 $6,070 18.97%
$78,000 $151,000 $23,186 15.35%
$92,000 $182,000 $6,278 3.45%
$114,000 $226,000 $20,184 8.93%
$62,000 $122,000 $29,715 24.36%
$66,000 $129,000 $8,497 6.59%
$92,000 $178,000 $19,115 10.74%
$80,000 $158,000 $7,173 4.54%
$42,000 $88,000 $27,338 31.07%
$104,000 $207,000 $26,185 12.65%
$102,000 $200,000 $11,901 5.95%
$46,000 $90,000 $16,477 18.31%
$32,000 $64,000 $5,651 8.83%
$35,000 $69,000 $27,015 39.15%
$65,000 $128,000 $15,974 12.48%
$56,000 $114,000 $4,504 3.95%
$112,000 $217,000 $17,920 8.26%
$70,000 $138,000 $10,701 7.75%
$58,000 $115,000 $22,248 19.35%
$62,000 $122,000 $26,570 21.78%
$92,000 $180,000 $14,936 8.30%
$61,000 $129,000 $29,220 22.65%
$12,000 $24,000 $3,270 13.63%
$80,000 $159,000 $26,425 16.62%
$95,000 $187,000 $11,974 6.40%
$35,000 $67,000 $3,621 5.40%
$75,000 $146,000 $15,173 10.39%
Add
Project Project type Budget Q1 Revenue
ThunderRise Development $71,000 $73,000
WildFire Research $40,000 $41,000
NebulaStrike Marketing $13,000 $14,000
TitanForge Design $15,000 $15,000
BlazeWave Development $68,000 $73,000
QuasarQuest Research $88,000 $90,000
StormCrest Marketing $95,000 $112,000
AuroraLeap Design $58,000 $60,000
PhoenixFury Development $60,000 $63,000
AvalancheGlide Research $81,000 $86,000
NovaBurst Marketing $76,000 $78,000
EclipseEdge Design $45,000 $46,000
GalaxyGale Development $99,000 $103,000
InfernoPulse Research $94,000 $98,000
VortexVoyage Marketing $41,000 $44,000
CometRise Design $31,000 $32,000
SolarSurge Development $35,000 $34,000
BlizzardBlast Research $61,000 $63,000
MeteorMomentum Marketing $55,000 $58,000
LightningLoom Design $80,000 $105,000
SolarisSweep Marketing $66,000 $68,000
SupernovaSprint Marketing $56,000 $57,000
TyphoonThrive Marketing $58,000 $60,000
CelestialCharge Design $84,000 $88,000
WhirlwindQuest Design $65,000 $68,000
StellarStride Design $11,000 $12,000
ThunderPeak Design $77,000 $79,000
EclipseEcho Research $88,000 $92,000
InfernoImpact Research $31,000 $32,000
StormSurge Research $67,000 $71,000
Add formula columns with Copilot
Q2 Revenue Total revenue Profit Profit margin
$75,000 $148,000 $6,936 4.69%
$45,000 $86,000 $21,057 24.48%
$14,000 $28,000 $8,949 31.96%
$17,000 $32,000 $6,070 18.97%
$78,000 $151,000 $23,186 15.35%
$92,000 $182,000 $6,278 3.45%
$114,000 $226,000 $20,184 8.93%
$62,000 $122,000 $29,715 24.36%
$66,000 $129,000 $8,497 6.59%
$92,000 $178,000 $19,115 10.74%
$80,000 $158,000 $7,173 4.54%
$42,000 $88,000 $27,338 31.07%
$104,000 $207,000 $26,185 12.65%
$102,000 $200,000 $11,901 5.95%
$46,000 $90,000 $16,477 18.31%
$32,000 $64,000 $5,651 8.83%
$35,000 $69,000 $27,015 39.15%
$65,000 $128,000 $15,974 12.48%
$56,000 $114,000 $4,504 3.95%
$112,000 $217,000 $17,920 8.26%
$70,000 $138,000 $10,701 7.75%
$58,000 $115,000 $22,248 19.35%
$62,000 $122,000 $26,570 21.78%
$92,000 $180,000 $14,936 8.30%
$61,000 $129,000 $29,220 22.65%
$12,000 $24,000 $3,270 13.63%
$80,000 $159,000 $26,425 16.62%
$95,000 $187,000 $11,974 6.40%
$35,000 $67,000 $3,621 5.40%
$75,000 $146,000 $15,173 10.39%
Q1 vs Q2 % Change Projected Q3 Revenue
Q2 2.7% $6,936 >> Formula columns I - K a
Q2 9.8% $21,057
Q2 0.0% $8,949
Q2 13.3% $6,070
Q2 6.8% $23,186
Q2 2.2% $6,278
Q2 1.8% $20,184
Q2 3.3% $29,715
Q2 4.8% $8,497
Q2 7.0% $19,115
Q2 2.6% $7,173
Q1 -8.7% $27,338
Q2 1.0% $26,185
Q2 4.1% $11,901
Q2 4.5% $16,477
Q2 0.0% $5,651
Q2 2.9% $27,015
Q2 3.2% $15,974
Q1 -3.4% $4,504
Q2 6.7% $17,920
Q2 2.9% $10,701
Q2 1.8% $22,248
Q2 3.3% $26,570
Q2 4.5% $14,936
Q1 -10.3% $29,220
Q2 0.0% $3,270
Q2 1.3% $26,425
Q2 3.3% $11,974
Q2 9.4% $3,621
Q2 5.6% $15,173
Formula columns I - K are added with Copilot.
Copilot visual
Project type Development
Data
Project Sum of Q1 Revenue Sum of Q2 Revenue
BlazeWave $73,000 $78,000
GalaxyGale $103,000 $104,000
PhoenixFury $63,000 $66,000
SolarSurge $34,000 $35,000
ThunderRise $73,000 $75,000
Total Result $346,000 $358,000
Revenue for Q1 - Q3 by Project for Project
type 'Development'
Project
BlazeWave
GalaxyGale
Project
PhoenixFury
SolarSurge
ThunderRise
$0 $20,000 $40,000 $60,000 $80,000 $100,000 $120,000
Column E Column D Data
ual
Sum of Projected Q3 Revenue
$23,186
$26,185
$8,497
$27,015
$6,936
$91,819
Project for Project
pment'
60,000 $80,000 $100,000 $120,000
nD Data
Copilot insights
'Profit' by 'Project type'
Design
Marketing
Project type
Research
Development
Grand Total
$0 $100,000 $200,000 $300,000 $400,000 $500,000
Profit
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Editing this shape or saving this workbook into a different file format will
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PivotTable sources for charts
Project type Sum of Profit Project type
Design $160,545 Research
Marketing $116,806 Development
Research $105,093 Marketing
Development $91,819 Design
Grand Total $474,263 Grand Total
Copilot insights
'Project type': Research has noticeably higher '%
Change'.
Research
Project type
Development
Marketing
Design
Grand Total
$500,000 0.0% 1.0% 2.0% 3.0% 4.0% 5.0% 6.0%
% Change
Field: Budget and Field: Q2 Revenue appear
ermanently
highly correlated.
$120,000
$100,000
Q2 Revenue
$80,000
$60,000
$40,000
$20,000
$0
$0 $20,000 $40,000 $60,000 $80,000 $100,000 $120,000
Budget
Field: Budget and Field: Total revenue appear
highly correlated.
$250,000
$200,000
Total revenue
$150,000
$100,000
$50,000
$0
$0 $20,000 $40,000 $60,000 $80,000 $100,000 $120,000
Budget
Tota
$50,000
$0
$0 $20,000 $40,000 $60,000 $80,000 $100,000 $120,000
Budget
Average of %
Change
5.6%
3.7%
1.7%
1.1%
2.9%
%
6.0%
$120,000
$120,000
$120,000
