From the course: Learning Microsoft Copilot for Business Analysis

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Ad hoc reporting with Copilot

Ad hoc reporting with Copilot - Microsoft Copilot Tutorial

From the course: Learning Microsoft Copilot for Business Analysis

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Ad hoc reporting with Copilot

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- [Instructor] If you've ever been asked by an anxious leader to pull together a report at the last minute, you know how stressful it can be. But with Copilot, you can create detailed, accurate reports on the fly. Ad Hoc reporting is about creating reports to answer specific business questions and answer them quickly. Maybe that leader wants to see the latest sales figures or a client asks for an updated performance chart. Instead of spending hours digging through data, you can use Copilot to generate these reports in minutes. Start by opening your data in Excel or Power BI. In this example, we're once again using Excel. Now, activate Copilot and tell it what you need. You can ask Copilot for a sales report for the last quarter or for a particular segment, country, or product. It's going to pull the relevant data, perform any calculations, and format the report for you. What's amazing is how Copilot can tailor these reports to your exact needs. If you need a summary or have some key…

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