AIAP Tool Guides·Copilot·15:47

Copilot in Excel and Word: Data Insights, Goal-Focused Questions (and a Hallucinated Chart), and Chatting with a Document

Karan Rana Brand/marketing manager, YouTuber, podcaster and course creator ("a non-tech guy"); presents the AI for Marketing, NotebookLM and Manus tool guides

▶LMS lesson

The short version

Excel "companion mode": the sheet is the hero, Copilot the sidekick; starter pills include show data insights, suggest a formula column, conditional formatting (0:00-0:05).
A specific question (top 10 videos by subscribers gained, and why) worked; a correlation request charted the wrong columns - "clearly there was some hallucination" (0:05-0:10).
In Word, chat with a résumé: top three skills with numbered citations, and an opinion on fit for a performance-marketing role (0:10-0:15).

At a glance, three clicks deep

Skim here first: the closed row is the glance, open is the study card with the key points and timestamps, and the ↓ link drops to that concept's full write-up below.

01Ask goal-focused questions - and check the chart answers the questionGeneric insights are shallow;›

Generic insights are shallow; ask about your actual goal, then verify the columns and chart match what you asked.

Pills and insights (0:02-0:05)

Top-10 question (0:05-0:07)

Wrong chart (0:07-0:09)

↓ Full write-up of this concept

02Chat with a Word document, with citationsSelect the text, choose "chat with Copilot", ask questions;›

Select the text, choose "chat with Copilot", ask questions; numbered citations jump to the supporting passage.

Word chat (0:10-0:15)

↓ Full write-up of this concept

The concepts in full

Ask goal-focused questions - and check the chart answers the question

It charted "average percentage viewed" when asked about comments.

Show data insights returned impressions by average view duration (22 seconds: 13,000; 25 seconds: 10,000) - fine for a CXO slide, not useful to him. "Which are the top 10 videos that gave me maximum subscribers gained and what are the patterns" worked after Copilot stated its plan. The correlation request ignored the comments column; the five-point sheet summary only used titles - "beginner level". The UI itself warns AI content may be incorrect.

Why it matters

The habit that catches confident wrong answers.

Chat with a Word document, with citations

how-to

Any AI can summarise - here you can hold a one-to-one conversation with the document.

On a dummy talent-acquisition résumé: top three skills (leadership, stakeholder engagement, strategic planning), then "is this candidate well suited for a performance marketing role?" - no, with the missing skills listed. Use case: recruiters screening many CVs.

Do it in this order

01Select the text; click the Copilot overlay.
02Choose "chat with Copilot" to open the side pane.
03Ask; click citation numbers to verify.

Why it matters

Grounded Q&A inside the document you already have open.

Tools referenced

Tool	Coverage	Moment	Context
Microsoft Excel	demonstrated
Microsoft Word	demonstrated
Microsoft Copilot	demonstrated

Action items

Resources mentioned

Resources

docLesson page on the platform

Extraction notes

This page was built from an auto-generated transcript, which garbles product and people's names. Those were corrected silently in everything above and logged here for transparency. The warnings flag claims that were true on the recording day but change fast.

Transcript corrections applied

The transcript says	The trainer actually means
in a GFE	in this sheet (garbled)
insist	assist

True on recording day — verify before relying

Vendor UI walkthrough: menu names, layout, plan limits and pricing change monthly - check the live product before following click paths.
Pill labels, highlight behaviour and the Python-analysis offer are as of mid-2025; the weak summary is a point-in-time quality observation (0:02-0:10).