From the course: Excel with Copilot: AI-Driven Data Analysis

A tour of the Copilot editor

From the course: Excel with Copilot: AI-Driven Data Analysis

A tour of the Copilot editor

- [Instructor] Okay, now that we're getting the hang of putting our data in a good format for Copilot, let's look at all the different flavors of Copilot available to us. I'm going to head to Copilot, and you will notice we do have two options, Chat and App Skills. App skills is the pro version of Copilot. Chat, you'll get if you do have a free license. So ideally you have both. Let's start with chat for right now. This is more of a general purpose, large language model to help you think through your data, and also access additional resources. So there are actually two modes of Copilot Chat. The first one here is Work, and this is more of an internally-focused version. So for example, if we wanted help, let's say I want to create a quick paragraph summarizing this table to include in an email to my manager. We will get some information there. We actually can't even access other files. So if I wanted to add content, this would actually let me go into additional files. And maybe if I wanted to get a summarization of what's in this workbook just at random, I'm going to say, "Summarize the contents of this workbook" and we should get some information about it in the same way. So this is really an internal resource, and it looks like this is another New York City population data. It has some other cities as well, but still it's population data. Okay. So that is work. Now, if we go to web, this is more of a general purpose web search tool. We aren't going to be indexing our internal data. So this is really better if you're looking to conduct general research, maybe find real world data or context. So for example, maybe I want to learn a little bit more about population trends, urban population trends in the US. This is the tool that we should use for that. And we do have some links here if we want to drill into those, and learn a little bit more. So that's Copilot chat. Now let's go to Copilot App Skills. This is really to help with the built in Excel specific actions. This will let Copilot perform structured tasks directly in your workbook, not just chat about them. So if I go here to App Skills, this is where we'll see some concrete use cases here, right. Suggest a column. Summarize using pivot tables, so on and so forth. So here I could also add my own prompts, and this is where we'll be doing most of our work in this class. We could say something like, "Add a column that divides population by size to calculate population density." And we do get that action. Not only does Copilot walk us through how this is going to work, we also have the ability to simply insert it right into the workbook. So these are all the different ways to use Copilot in Excel. The main one, like I said we'll be using in this course is App Skills.

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