Can you use Excel files with Microsoft Copilot Studio?
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- Опубликовано: 10 дек 2023
- Can you use Excel workbooks with Microsoft Copilot Studio to ask and answer questions of your data? Yes, and no. In this video I explore use cases to show you what works and what doesn't work using generative answers with Excel files, and alternatives for the use cases that don't work here.
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Connect with me:
☕ Buy me a coffee: www.buymeacoffee.com/lisacrosbie
🖇 LinkedIn: www.linkedin.com/in/lisa-crosbie/
📼 TikTok: www.tiktok.com/@lisa.crosbie
🐦 X (Twitter): twitter.com/LisaCrosbie
📚Take my LinkedIn Learning Course: Microsoft Power Platform Fundamentals (PL-900) Exam: Power Apps www.linkedin.com/learning/microsoft-power-platform-fundamentals-pl-900-cert-prep-power-apps/
📹I use Camtasia for video recording and editing - if you're interested in trying it yourself, you can use my affiliate link to help support my channel - techsmith.z6rjha.net/n1vbMR
Nice work Lisa, these outcomes are all in line with my findings too, so I'm happy I didn't miss something!
Thanks Lisa. Most informative and helpful. Really appreciate the balanced view of what works. And you really did respond to previous suggestions, so thanks for listening to your audience 😊
If only I had more hours in the week to respond to all of it - knowing what people want to know helps me create - thank you.
Loveable content as always!
Thankyou Lisa👌
Can this CoPilot be used within the Microsoft 365 CoPilot that you showed linked to your model driven app (6:00)? Feels like they are 2 different things that don't have the same datasources and I'd have to display both of them within my app. Am I missing something?
Hi Lisa, Many thanks for sharing. I wonder whether the ability to analyze structured data and doing calculations is something that that we can expect in the near future? I feel that this is necessary because most data I work with are a mix of text and tabular information (Ex: Invoices, corporate reports, etc.).
The way this is set up I can’t see Excel being the right tool for structured data with AI because in the end it’s a spreadsheet and not a database so as you see you can only go so far. What im seeing using copilot on Dataverse / Power Apps will develop into that.
hello and thank you for your videos very well done and easy to follow. I am starting to look into ""copiloting"" stuff for work.... One thing I want to see if it does is count specific symbols on a house construction plan on a pdf file format . this will help me count my different element without doing it manually which is long and often have errors
doable ?
There will be AI models that can do that, but it won't be an off the shelf productivity Copilot. I'd suggest looking at the models available in Azure AI that work with images. You may need to fine tune or a train a model to do what you need.
I'm trying to use excel which has a mix of data in it, some unstructured text and some names similar to your file. It reads the unstructured text fairly well but when i ask it do something like show the data from company x it doesn't want to know...any ideas?
Will it be different if the data was in a Table format?
Hi Lisa, have you tried to use a customized spreadsheet? - where the columns categories have colors and different cells sizes, including merged cells, etc. Thank you for sharing your knowledge! @lisacrosbie
For prod client. Copilot Studio or even any RAG, needs to improve a lot with Excel files.
is the reason it didn't help rewrite because the tracking was off (08:00)?
do you have a walkthrough of how to build a copilot that uses an excel file for reference?
@Lisa, From copilot, can we read an excel placed in a shared drive ?
Yes if it’s in SharePoint / OneDrive
Can the co pilot connect to power automate? For example can you ask it to trigger a flow to complete a task?
Absolutely yes
Hi Lisa, Amazing Video. Could you please help on how to complete the authentication with SharePoint
Yep, I’m working on a video for that.
Excellent explanation. Another example is when you put duration in years. If you asked about a year between, it will not answer you correctly
By the way tried similar with google bard and claude. Also failed with that
Thanks for testing that too. The large language models are not (yet) good at math!
Top job on the vid. Lisa (intelligent human) 10 points!
Boo to MS Copilot, yet again muddled naming... But in 5 mins this channel does an excellent job of demonstrating its utter inability to function in any reliable way... dumb Copilot, nil points!!
Haha, thank you. I think there will still be a role for the intelligent humans for a while yet !
Hello ma'am I'm sure you will be fine I've a request can you please make a video for me about what's graphic designing 😊
Sorry, not my area at all
@@LisaCrosbie okey no problem so can you tell me a good channel name who explains very clear about graphics designing like you did in your videos
@Lisa, From copilot, can we read an excel placed in a shared drive ?