If you have access to Microsoft Copilot at work and you use Excel on a daily basis, I'm going to show you guys how you can build dashboards like this one in less than 5 minutes

@robert.triebwasser

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Microsoft Copilot

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Why it worked

The video provides immediate, high-value utility by solving a common, tedious task (creating Excel dashboards) in a fraction of the time, making the product appear indispensable.

Summary

The creator demonstrates how to use Microsoft Copilot's agent mode in Excel to quickly generate a functional data dashboard from a raw dataset. He provides a specific prompt for viewers to use to achieve similar results.

Structure

1Hook: Promise to build an Excel dashboard in under 5 minutes using Copilot
2Step 1: Navigate to the web version of Excel
3Step 2: Upload a sample data source
4

Original caption

Become a Master at Excel and never have to write a Vlookup function again using...using Microsoft CoPilot! #exceltips #learnai #copilot #aiforbeginners #excelforbeginners

More from @robert.triebwasser

Product placement

Microsoft Copilot is the primary tool demonstrated throughout the video.

On-screen text

Level up your game with Copilot and MASTER Excel IF YOU HAVE ACCESS TO MICROSOFT COPILOT AT WORK AND YOU USE EXCEL ON A DAILY BASIS I'M GOING TO SHOW YOU GUYS HOW YOU CAN BUILD DASHBOARDS LIKE THIS ONE IN LESS THAN 5 MINUTES AND BECOME A MASTER AT USING EXCEL USING AGENT MODE IN COPILOT. SAY GOODBYE TO VLOOKUPS YOU'RE NEVER GONNA HAVE TO USE THEM AGAIN. THE FIRST THING YOU'RE GONNA DO IS YOU'RE GONNA NEED TO COME UP TO THE BROWSER IT ONLY WORKS ONLINE AND GO TO EXCEL DOT CLOUD DOT MICROSOFT AND THEN FROM THERE YOU'RE GONNA UPLOAD YOUR OWN DATA SOURCE. THIS IS A SAMPLE DATA SET THAT I USE THAT LOOKS SIMILAR TO THE DATA I WORK WITH ON A DAILY BASIS. FROM THERE YOU'RE GONNA SEE COPILOT IN THE TOP RIGHT HAND CORNER. THIS SHOULD BE AVAILABLE ON ANY BASIC ENTERPRISE PLAN. YOU'RE GONNA CLICK THAT THEN YOU'RE GONNA SEE A CHAT FUNCTION AND YOU'RE GONNA CLICK THE TOOLS BUTTON AND THEN SELECT EDIT WITH COPILOT USED TO BE CALLED AGENT MODE. NOW I'VE ALREADY RAN THE SIMULATION BUT THIS IS THE PROMPT THAT I USED YOU GUYS CAN SCREENSHOT THIS IF YOU WANNA GET THE EXACT OUTPUT THAT I GOT. YOU CAN SEE IT GAVE ME AN OUTPUT. IT TOOK ABOUT 5 MINUTES TO CREATE THIS AND IT SAYS DASHBOARD CREATED AND THEN YOU'RE GONNA SEE IT CREATED A BRAND NEW SHEET ON THIS WORKBOOK CALLED DASHBOARD AND NOW ON THIS DASHBOARD IT HAS FILTERS IT HAS GRAPHS IT HAS CHARTS EVERYTHING IS WORKING THE FILTERS ARE LIVE AND IT'S ALL CONNECTED TO THE ORIGINAL DATA SOURCE THAT I UPLOADED. THIS WAS OBVIOUSLY A VERY SIMPLE PROMPT THAT I USED SO WITH YOUR DATA YOU'RE GONNA CUSTOMISE THAT PROMPT TO GET A VERY DIFFERENT OUTPUT.

Transcript

If you have access to Microsoft Copilot at work and you use Excel on a daily basis, I'm going to show you guys how you can build dashboards like this one in less than 5 minutes and become a master at using Excel using agent mode in Copilot. Say goodbye to Vlookups, you're never gonna have to use them again. So the first thing you're gonna do is you're gonna need to come up to the browser, it only works online and go to excel.cloud.microsoft and then from there you're gonna upload your own data source. This is a sample data set that I use that looks similar to the data I work with on a daily basis. From there you're gonna see Copilot in the top right hand corner. This should be available on any basic enterprise plan. You're gonna click that, then you're gonna see a chat function and you're gonna click the tools button and then select edit with Copilot, used to be called agent mode. Now I've already ran the simulation, but this is the prompt that I used. You guys can screenshot this if you want to get the exact output that I got. You can see it gave me an output. It took about 5 minutes to create this and it says dashboard created. And then you're gonna see it created a brand new sheet on this workbook called dashboard. And now on this dashboard, it has filters, it has graphs, it has charts, everything is working, the filters are live, and it's all connected to the original data source that I uploaded. This was obviously a very simple prompt that I used, so with your data, you're gonna customise that prompt to get a very different output.