AI @ SHSU - Analyze and Visualize with Copilot in Excel

Microsoft Copilot in Excel can help you explore, analyze, and visualize data. From analyzing student performance to managing departmental budgets, Copilot helps you automate tasks, uncover insights, and create polished reports—all without complex formulas or manual effort.

Let’s explore how Copilot can transform your Excel workflows and which version suits your needs best!

Microsoft Copilot Chat (Free) Features & Benefits

  • Formula Help: Get quick assistance creating formulas for averages, percentages, or conditional logic.
  • Data Organization Tips: Learn best practices for structuring grade sheets or attendance logs.
  • Visualization Ideas: Receive suggestions for charts and graphs to present data clearly.
  • Template Guidance: Draft sample layouts for schedules, rosters, or budget trackers.

How to Use Microsoft Copilot Chat (Free)

  1. Access Copilot: Visit https://copilot.microsoft.com or open Microsoft 365 apps.
  2. Type Your Request: Enter a prompt in the Copilot pane or chat box.
  3. Review and Edit: Adjust Copilot’s suggestions as needed.
  4. Copy or Insert: Paste the final output into your Excel workbook.

Example Prompts:

  • “Write a formula to calculate GPA from course grades.”
  • “Suggest a chart type for comparing enrollment trends by department.”
  • “Create a step-by-step guide for using conditional formatting to highlight low scores.”

Microsoft 365 Copilot (Licensed) Premium Features

  • Integrated Analysis: Works directly in Excel with your institutional data.
  • Smart Summaries: Summarizes large datasets—like student performance or budget reports—into key insights.
  • Automated Charts & Dashboards: Instantly create visual dashboards for faculty meetings or accreditation reports.
  • Effortless Lookup: Find related spreadsheets and data across OneDrive and SharePoint.
  • Secure & Compliant: Operates within your university’s privacy and security standards.

How to Use Microsoft 365 Copilot (Licensed)

  1. Sign In: Use your university credentials in Excel.
  2. Find the Copilot Button: Look for the Copilot icon in the Excel ribbon.
  3. Open Your Workbook: Select the file you want Copilot to assist with.
  4. Enter Advanced Prompts: Request in-depth analysis or automation.
  5. Apply Suggestions: Review Copilot’s outputs, edit, and save.

Example Prompts:

  • “Analyze grade distributions for all courses and highlight trends.”
  • “Create a pivot table summarizing attendance by department.”
  • “Generate a dashboard comparing budget allocations vs. actual spending.”

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