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Copilot#data analysisStandard promptSaves ~15min

Find the right numbers to track in Excel for my business

Copilot explains each number in plain English, writes the exact Excel formula, sanity-checks it on row one, and flags 2 ways the number could mislead you.

rach_maeve4 June 2026

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I know the KPIs I want but I do not know exactly how to calculate them from the data I have.

In Excel, open the workbook with your raw data table and open Copilot.

Sheet and table: {{sheet_table}}
The columns I actually have: {{columns}}
The KPIs I want to calculate: {{kpis_wanted}}
What this calculation is FOR: {{purpose}}
Time period: {{period}}
Caveats my industry has (e.g. AHRPA, regulated, refund window): {{caveats}}

Ask Copilot:

For each KPI in {{kpis_wanted}}:
1. State the definition I should use, in plain English, given my data and caveats.
2. Write the exact Excel formula or DAX measure to compute it, with absolute references.
3. Show the formula working on the first row as a sanity check.
4. Note 2 ways the number could mislead me, and what to look at alongside it.
5. Suggest a sensible benchmark (with the source) so I know what good looks like.

If a KPI cannot be calculated from {{columns}}, say so plainly and tell me the one column I would need to add to make it possible.

AU English. AUD. AU FY where relevant.
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