Copilot webinar: How to create budget templates and organize data in Excel with Agent Mode (Ep. 7)
Mar 19, 2026•Channel
AI Analysis
Data from YouTube Data API v3•Updated Just now
Video Overview
Video Details
Published3 months ago
Duration28:27
Video IDuTvI8SNmVIM
Languageen
CategoryEducation
PrivacyPublic
Made for KidsNo
Video TypeRegular Video
Performance Metrics
Views4.3K
Likes138
Comments10
Engagement Rate3.43%
Likes per 100 views3.19
Comments per 1K views2.31
Description
Ready to take control of your finances or streamline work projects? Learn how Copilot in Excel can help you build personal budgets, analyze spending, and organize data effortlessly. We’ll show real-world scenarios—from personal budgeting to professional data insights—plus tips and prompts to make Copilot your ultimate productivity partner.
📝What you'll learn:
0:45: An overview of Copilot in Excel
3:35: Create a household budget template
7:22: Modifying budget to include a new category with formula completion
11:03: Create a profit & loss tracker for your business
13:05: Calculate gross margin using Formula Completion
15:25: Use Agent Mode to swap a different weekly special into the plan
18:18: Calculate feedback sentiment of 100+ customer reviews and into pie charts using formula completion
Use Excel now: https://msft.it/6054QUHry
Sign up for future webinars: https://msft.it/6052tbbMQ
#Microsoft365 #Microsoft365Copilot #ProductivityTips #Excel #MicrosoftExcel #Copilot #AIhelp