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Copilot for Dynamic Dashboards
Introduction
Welcome & Download the Materials
Figure Out Which Version(s) of Copilot You Have
Use Copilot Inside Excel to Make a Dashboard
Mise en Place: Prerequisites (WHERE DOES THIS GO?)
Mise en Place: Get High-Level Dashboard Instructions
Mise en Place: Brainstorm KPIs
Ingredient 1: The Dataset (Stored as an Excel Table)
Ingredient 1: The Dataset (with Calculated Fields)
Ingredient 2: Pivot Tables (to Summarize the Dataset)
Ingredient 3: Pivot Charts (to Visualize Key Patterns)
Ingredient 4: Slicers (for Interactivity)
Plating: Combine Slicers and Charts to Create a Dashboard
Use the Copilot Add-On License to Unlock Even More Features
Prompt Copilot to Write Formulas For You
Prompt Copilot to Make Pivot Tables For You
Prompt Copilot to Make Charts For You
Prompt Copilot to Do Advanced Analysis in Python For You
Prompt Copilot to Apply Conditional Formatting For You
Next Steps
Refer a Friend
Recommended Resources
Ingredient 2: Pivot Tables (to Summarize the Dataset)
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