Microsoft Copilot Chat: Ask Questions About Word, Excel and PDF Files - Free Copilot

Описание: Microsoft Copilot Chat allows you to upload files and ask questions about them (Word, Excel, and PDF). This guide showcases step-by-step how to use Copilot to extract information from documents, such as financial reports, with examples including Microsoft's annual report.

This feature is free for Microsoft Business and Enterprise users, including those with Business Standard, Business Premium, E3, E5, and certain education accounts (A3 and A5). Learn about the seamless integration with OneDrive, how to manage uploaded files, and its compatibility with Word, Excel, and PDF formats.

Microsoft Copilot 365 is the paid version of Copilot that works in M365 apps. My blog post and video are listed below for What's the Difference between Copilot Chat vs. Microsoft 365 Copilot?

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https://courses.chrismenardtraining.com

More Copilot videos:
   • Microsoft Copilot  

Chapters:
00:00 Introduction
00:08 Licensing and Availability
01:04 Using Copilot Chat with Documents
02:13 Advanced Features and Tips
03:02 File Management in OneDrive
03:48 Working with Different File Formats
04:09 Conclusion

How to Use Microsoft Copilot Chat with Documents
Using Microsoft Copilot Chat with your documents is straightforward and intuitive. Here's a step-by-step guide to get you started:
1. Open Microsoft Copilot Chat in your Microsoft 365 environment.
2. Look for the chat interface's paperclip icon or attachment option.
3. Upload your document (Word or PDF) using this feature.
4. Once uploaded, you can ask questions about the document's content.

For example, let's say you've uploaded Microsoft's annual report and want to know specific financial information. You could ask, "What was the annual revenue for 2024?" Copilot will quickly scan the document and provide you with the answer: $245.1 billion, representing a 16% increase from the previous year.

Advanced Features and Tips
Microsoft Copilot Chat isn't just limited to simple queries. It can perform more complex tasks and analyses. Here are some advanced features to explore:
✅Data Breakdown: Ask Copilot to break down revenue figures for multiple years in a table format.
✅Percentage Changes: Request Copilot to calculate and display percentage changes in financial data.
✅Multiple Document Analysis: Upload and compare information from different documents.
✅Continuous Conversation: Keep asking follow-up questions without needing to re-upload the document.
For instance, you could ask Copilot to "Break out the revenue from the years 2022 to 2024 in a table format and show the percentage change for the revenue." Copilot will generate a neat table with the requested information, making it easy to visualize and understand the data.

File Management in OneDrive
When you use Microsoft Copilot Chat to analyze documents, it's important to know that the files are automatically uploaded to your OneDrive account. Here's what you need to know about file management:
✅Files are stored in a folder called "Microsoft Copilot Chat Files" in your OneDrive.
✅This folder is created automatically when you first use the feature.
✅Be aware that uploading the same file multiple times will create duplicate copies in this folder.

Maximizing Your Productivity with Microsoft Copilot Chat
To get the most out of Microsoft Copilot Chat, consider these tips:

1. Be Specific: The more precise your questions, the more accurate and helpful Copilot's responses will be.
2. Explore Different Question Types: From simple fact-finding to complex data analysis, experiment with various types of queries to discover Copilot's full potential.
3. Utilize Follow-Up Questions: Build on previous answers by asking related questions to dive deeper into the topic.
4. Combine Documents: Don't hesitate to upload multiple related documents and ask Copilot to synthesize information across them for comprehensive analyses.
5. Regularly Clear Your Chat: Start new chats for different topics or documents to keep your conversations organized and focused.

What is the difference between Copilot Chat and Microsoft 365 Copilot? View my video and blog post.
✅ Video    • Copilot Chat vs Microsoft 365 Copilot: Wha...  
✅ Blog Post https://chrismenardtraining.com/post/...

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