From the course: Copilot in Excel: AI-Powered Financial Planning & Analysis
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Utilizing Copilot in Excel to analyze and interpret data
From the course: Copilot in Excel: AI-Powered Financial Planning & Analysis
Utilizing Copilot in Excel to analyze and interpret data
- [Instructor] Now that we've brought in our sales data, let's use Copilot to work with it. Imagine that you are an FP&A professional who partners with the sales team. The salespeople have the authority to offer discounts on products. They use discounts to entice prospect customers to buy, but recognize that discounts can take away from profitability. We want to know whether the discounts that the salespeople are offering to customers are leading to a higher sales volume, or whether the discounts being offered have little to no relationship with sales volume. Let's first start with some easy commands. I'm going to go to my Home ribbon and over to Copilot. First, I want to know which transactions had no discount applied. Rather than going to my prompt window, I'm going to use the default commands that Copilot provides, specifically Apply color and formatting. When I click this button, you can see down in the prompt window, it gives me a leader prompt: Highlight all cells with zero…
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