Create PivotTables with Copilot in Excel
Applies To
Excel for Microsoft 365 Microsoft365.com Microsoft Office

If you want to see specific data from a large data set, you can ask Copilot to create a PivotTable. With Copilot, you don't have to do a lot of steps—just ask for what you want.

Let's say you have a large data set from your Marketing team. Perhaps it includes data for year, month, type of marketing campaign, product, cost of campaign, budget, revenue, and much more. If you just want to compare what was budgeted for different types of campaigns, you could ask Copilot for a PivotTable that includes only the campaign types and the average budget for each type.

Note: To access Copilot, you'll need the right license.

Create a PivotTable with Copilot

  1. Open Excel.

  2. Make sure to format your data in a table or supported range for Copilot.

  3. Select the Copilot​​​​  small image of the Copilot icon.​​​​​​​ button in the ribbon.

  4. Ask Copilot to create a PivotTable for you. The more details you include, the more accurate and useful Copilot's results will be. Try one of the sample prompts, or type something in your own words.

  5. If Copilot's suggestions don't match what you want, you can add more details and ask Copilot to generate again.

Try creating PivotTables with prompts like:

Icon depicting a document with sparkles Show PivotTables.

Icon depicting a document with sparkles Create a PivotTable.

Icon depicting a document with sparkles Summarize with PivotTable.

Icon depicting a document with sparkles Can you make a PivotTable from this data and show a summary by Report Date?

Icon depicting a document with sparkles PivotTable with sum of sales with month in rows and category in columns.

More ways to analyze data in Excel

Create a PivotTable to analyze worksheet data

Identify insights from numerical data with Copilot in Excel

Identify insights from text-based data with Copilot in Excel

Perform advanced analysis with Copilot in Excel with Python

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