Full transcript
- Microsoft Copilot Intro
0:00Microsoft co-pilot is finally here
0:03there's been a ton of new Excel features
0:05recently but this takes it to a whole
0:08another level so in this comprehensive
0:11guide let's go over how to use it in
0:13Microsoft Excel in PowerPoint for slide
0:17making and in Outlook for drafting
0:20emails as of this video it's still only
0:23available to a select few customers but
0:25let me show you how it can save hours of
0:28time first up with co-pilot in Excel you
- Copilot in Excel
0:31can see over here that we have a small
0:33table just to experiment with so if we
0:36go over to the Home tab you're going to
0:38find the co-pilot all the way to the
0:40right so let's just click on that to
0:42activate it once the dialogue Box is
0:44open over here it needs to convert the
0:46data that we currently have into a table
0:49so we can just hit on convert there to
0:51do so all right now we can either type
0:53our requests down over here or we can go
0:56by their suggested categories where they
0:58have these four so let's go over the
1:00first one of adding formula columns
1:03we'll just click on that and let's
1:05suppose that we want to merge the first
1:07two columns the first and the last
1:09simply to name and have them together so
1:12I could type here something like merge
1:14first and last column into one add space
1:21between them and hit
1:24enter so here's the suggestion and you
1:27can see it's basically made this formula
1:29for us and we can either click over here
1:31to get it explained or we can just
1:33insert a new column with it we can have
1:35it previewing over on the side you can
1:38see there that it's called it full name
1:40and it's basically merged the Max and
1:42the first upen without co-pilot we would
1:44have had to know how to use this formula
1:46completely on our own now what about
1:49numerical formulas so let's suppose here
1:52that we want to find the profit margin
1:54so we can add add new column for profit
1:59margin and just hit enter there we
2:01haven't actually told it what the
2:03formula is for profit margin which is
2:05just profit divided by Revenue but let's
2:07see if it's able to figure that
2:09out awesome so it's given us this
2:12suggestion over here and it's telling us
2:14the formula which is the profit divided
2:16by the revenue and that's all looking
2:18good there we can just click on insert
2:20there and we can find that we have the
2:22same profit margin of 35% throughout so
2:26it works pretty well with formulas and
2:28now let's take a look at some of the
2:30Highlight options so if we scroll back
2:32up you see we have this highlight
2:34feature so let's try using that one for
2:37example we could ask it highlight the
2:40highest revenue and hit enter
2:44there you can see there that it's
2:46identified the revenue column and within
2:49it it's highlighted this one over here
2:51as the highest now that's still a simple
2:54example what if we add some kind of an
2:56if condition there so for example only
2:59highlight the client i s that have less
3:01than 20 customers so we can go ahead and
3:04type highlight clients at less than 20
3:09and hit
3:10enter awesome you can see there that
3:12it's been able to detect these three
3:14clients now if I change this figure to
3:17A10 you'll notice that it also gets
3:19detected so it's actually fully dynamic
3:22as well next up we can test how well it
3:24works for sorting and filtering so if we
3:27scroll back up we can just click on the
3:30and filter option and from here let's
3:32suppose that we want to um sort the
3:35revenue from high to low and see what
3:38happens there you'll notice there that
3:41it's been able to sort everything from
3:43highest to lowest now that's still a
3:45fairly simple example maybe a slightly
3:47harder one can be to only filter by
3:50those that have a profit above certain
3:52amounts so maybe we can say only select
3:56select the profit of the top five maybe
4:00instead of only select filter for the
4:03profit of the top five awesome you can
4:07see there that it's only filtered by the
4:08top five and we can now say to remove
4:11all filters and it should do that
4:14nicely great so you can see there it's
4:17quite a powerful tool but we haven't
4:19quite tried it yet with any kind of
4:21visuals so let's take a look at how we
4:23can do that with the analyze button over
4:26here so let's click on that analyze
4:29let's suppose that we want to just find
4:30some insights so what are some insights
4:35about the data set hit enter there let's
4:38see what it says you'll notice that I
4:40have made a typo but let's see if it's
4:42still able to interpret that and you can
4:45see here that it's actually generated
4:46this pivot chart if we click on add to a
4:49new sheet just for us to see better you
4:51can see that this is a pivot table as
4:53you can see by the popup there and it's
4:55showing the number of clients by the
4:57star ratings if we go back over here we
5:00can also ask it for specific charts like
5:03maybe it can be uh create a column chart
5:06by revenue for each full
5:11name awesome you can see there what is
5:14generated I can click on add to new
5:16sheet just for you to see that this
5:18analyze feature is actually very similar
5:20to the analyze data that we already had
5:22in Excel previously while co-pilot is
5:25looking very exciting it does have some
- Copilot Excel Flaws
5:28flaws so let me show you you some
5:29examples of that let's suppose that we
5:31want to remove estan peon over here so
5:34we can type it remove estan peon row and
5:39just hit enter there you'll notice that
5:41it actually isn't able to do it let's
5:43see what it says like I anticipated it
5:46says here I'm sorry but I couldn't
5:48perform the actions you requested and
5:50instead it just tells you the steps to
5:52go ahead and do them yourself another
5:54notable flaw is that it doesn't quite
5:56work if you have two tables and you want
5:58to ask it say to merge them things like
6:01that don't quite work same thing goes
6:03with data that's outside of a table I
6:05have this cell here selected for now and
6:07it's saying hey I only work with an
6:09Excel table so we're actually unable to
6:12type anything down below unless we're
6:15inside of the table format that's an
6:17overview of co-pilot in Excel so let's
- Copilot in PowerPoint
6:19now take a look at it in PowerPoint over
6:22here you can see that I have a
6:24presentation which is completely blank
6:26and under the Home tab I can click on
6:29COD pilot just like before within this
6:32we can either click down over here under
6:34view prompts to see some of the
6:36suggestions of what we we might be able
6:38to ask it or simply you can just type
6:41whatever you want let's say I have
6:43something in mind like this over here
6:45where I have make a five slide
6:47presentation on creating an excellent
6:49company
6:50culture great you'll notice there that
6:52it's generated five different slides
6:55kind of outlining the key steps we take
6:57a look down over here under notes you'll
6:59realize that it's also generated some
7:01notes for us maybe in the case of a
7:03presentation what if we also want a
7:06table of content slide well we can
7:08simply request one like can you add a
7:10slide after a title slide with a table
7:13of
7:14contents awesome you can see there that
7:16it's created a table of content slide
7:19with some of the titles that said the
7:21first title over here building a company
7:23culture that works is actually the one
7:25that you would have in the title so
7:27that's a bit of a mistake there while
7:29all of these are specific edits to the
7:31PowerPoint slides we can also ask it to
7:33interpret it for example let's suppose
7:35we want to ask it what are the three
7:38main
7:39takeaways from the
7:42presentation while we wait for this to
7:44generate something like this can be
7:45really useful to send as an email in the
7:48form of a summary and the PowerPoint
7:50slides attached so if we take a look
7:53over here what it said here's a summary
7:55of the deck and it's got the main ideas
7:58that said they're not exact L three
8:00there are a few more than that but you
8:02kind of get the idea of how it can work
8:04so far pretty impressive but we still
8:07have Outlook so let's take a look at
- Copilot in Outlook
8:09that one we can just click on new email
8:11over here let me make it full screen
8:14you'll notice within that that we have
8:16type SL2 draft with co-pilot you can
8:20also activate it with this button over
8:22here so let's go ahead and start typing
8:24you'll notice we get this popup and
8:27suppose we want to say that we're out of
8:28office
8:29so I've just put that I'll be out of
8:31office until January 5th due to surgery
8:33let's see if it's able to make it a bit
8:35fancier than that awesome you can see
8:38there that it's made it a lot fancier
8:40with I would like to inform you that
8:41I'll be out of office and then it's just
8:44added some supplemental text after that
8:46like during this time going to be unable
8:48to respond to emails and so on and so
8:50forth so it's really a lot better than
8:52what we wrote that's a fairly easy email
8:55though so let's make something slightly
8:57harder like for example a meeting with
8:59an investor so I've said that meeting
9:02with our investors went great they're
9:04going to be investing a further 5
9:06million let's go ahead and see what it
9:08has to say there this is starting to
9:10look great I'm happy to report that our
9:12meeting with investors went very well
9:15they're impressed with our progress and
9:16they've agreed to invest an additional 5
9:18million in our company and so on and so
9:20forth so it looks a lot more
9:22professional alongside drafting emails
9:25there is also a coaching tool which you
9:27can also find up over here under
9:29coaching by co-pilot what this one does
9:32is it actually guides you as you write
9:34an email and sets your tone as opposed
9:36to changing your words directly so you
9:38can see here I have some text that I've
9:40generated and I can go over to coaching
9:43by co-pilot where it's going to start
9:45analyzing the email from here it's going
9:47to tell me what my tone is and how it
9:50could be improved and it's also giving
9:51me some suggestions of text as well as
9:54the reader sentiment and they sound
9:56excited which is good and some clarity
9:59where maybe I could add a few more
10:01details so that's Co coaching by
10:03co-pilot so you can see overall co-pilot
10:06is a huge upgrade and something that's
10:08going to make you a lot more productive
10:11unfortunately it's not yet available for
10:13everyone so if you want to be productive
10:15today check out this video over here to
10:18save you hours of time or take our Excel
10:21course over here hit the like and that
10:23subscribe and I'll catch you in the next
10:25one