Copilot in Excel

I am creating graph and conditional formatting from simple sales data. Instead of doing all manually, I will check the Copilot integrated into Excel first.

When working with Copilot, activate the autosave. I saved the file in OneDrive.

This picture was taken in the top left corner.

I created simple sales data.

The copilot is in the top right corner in data.

Additionally, Copilot icon can be found in the home ribbon.

I activated the data range and selected the Copilot and “Ask Copilot”.

Copilot menu appeared on the right. I pressed apply color and formatting.

I wrote in the chat box “Highlight cells with highest values.”.

I pressed apply.

The result, the highest value is coloured.

I wrote “show data insights”.

I pressed add to a new sheet.

Here is the graph.

This graph visualizes the sales volumes between different products. P5 and P2 have clearly the highest volumes.

I wrote “create a pie chart” in Copilot chat box.

The results. I added to a new sheet.

This is what Copilot created. The graph can still be modified like header can be changed to a more descriptive and the legend could be printed with bigger font.

Double click the header and re-write the header.

Select the right mouse button on top of the legend and select font.

There are many ways you can test Copilot. I just took some examples when creating a graph and conditional formatting. If results from Copilot are not fully completed, you can always start the work with Copilot and finetune the task manually. That might save time.

Reporting with Access

In my previous blog, I presented how to get data below in a reportable format in Excel. The same can be done with Access.

year;month;account;amount

2025;1;1000;167

2025;1;1010;640

2025;1;2000;15

2025;1;2000;965

2025;1;2010;278

2025;2;2010;738

2025;2;2010;973

2025;2;2010;108

2025;2;1000;947

Select new data source – from file – text file.

Browse the file. I have not created the table, so I selected the first radio button.

I selected the delimited option, as the data is separated by semicolon.

The first row is header row and the parameter is selected.

Field options are left untouched.

Access is creating a primary key field with running number.

Give the name of the new table.

Before you press finish, you can check advanced…

All the fields and data types can be reviewed. All the fields have long integer data type.

The data is neatly in Access table. Field names are taken from the file.

A simple query once data is in place.

The sum is the same as calculated with Excel.

Sales are queried by year and month.

In my previous blog I demonstrated data – text to columns and TEXTSPLIT functionalities in Excel to see the data in readable format. However, Access is suitable also for reporting purposes. Flat file was in this case easy to import into Access. I did not create the table, but the table was created while importing the data. In my test data I did not have decimals. Sometimes decimals have caused issues for me.