Ensure Excel data is formatted as a table so Copilot can identify the value range for analysis. For PowerPoint, use text-heavy slide decks to improve results. Copilot can analyze Excel or PowerPoint to identify trends in datasets or presentations, spot patterns and anomalies, and detect missing data needed for a complete picture. Provide specific boundaries by naming a table or slide numbers and including a timeframe. Copilot can also create simple statistical projections from historical Excel data, requiring a time-based column and a numerical values column. Forecasts should not be treated as official, and the agent can explain calculations and suggest adjustments, including outputting a forecast slide.
"Ensure that the data in an attached Excel file is formatted as a table. In this way, Copilot can better identify the range of values in it for analysis. For PowerPoint, the Analyst agent works best if your slide deck is text-heavy."
"Using the Analyst agent, Copilot can act as a data analyst, spotting patterns and anomalies in your Excel or PowerPoint files. It can also identify missing data that would provide a more complete picture. Tip: For the most accurate results, describe a specific source (such as the name of a table or slide numbers) and the timeframe to give the agent boundaries for its analysis."
"If your source file is missing the data Copilot needs for the trend analysis you've asked for, it will tell you so. It may instead provide a summary of the data the file does include and/or what can be inferred from the file's data."
"The Analyst agent can use statistical models to project future values based on historical data in an Excel file. (These are simple projections and should not be presented as official forecasts.) Your source spreadsheet must include a time-based column, such as dates, and a numerical column for the values you want Copilot to forecast."
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