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Module 2 - Assignment Solution

The document outlines two methods for analyzing sales data in Excel using AI tools Claude and Copilot. Each method includes steps for importing data, creating PivotTables, generating charts, and deriving business insights. The document emphasizes the importance of formatting and saving the final output with appropriate titles and headings.

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mdmohsinkumar56
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3 views3 pages

Module 2 - Assignment Solution

The document outlines two methods for analyzing sales data in Excel using AI tools Claude and Copilot. Each method includes steps for importing data, creating PivotTables, generating charts, and deriving business insights. The document emphasizes the importance of formatting and saving the final output with appropriate titles and headings.

Uploaded by

mdmohsinkumar56
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

MODULE 2 ASSIGNMENT SOLUTION

Method 1 - Using Claude


Disclaimer:​
The AI response can be different even after you try and enter the same prompt.

Step 1 | Import & Prepare the Data

1. Open Assignment_Data.csv in Excel.​


2. Press Ctrl + T to convert to a table.​
3. In Table Design → Table Name, type 'SalesData'.​
​
Step 2 | Ask Claude for Pivot Steps

Prompt:​
I have an Excel dataset with columns: Date, Region, Product, Sales_Value, and Profit.​
I want to summarize total Sales by Region in Excel. Write me exact steps to create a PivotTable
for this. ​
​
Follow Claude’s instructions:​
- Insert → PivotTable → New Worksheet​
- Region → Rows, Sales → Values (Sum of Sales)​
- Format numbers → Comma Style

Step 3 | Ask Claude for Chart Suggestions

Prompt:​
Here is my Sales by Region table: North – write the number, South – write the number, East –
write the number, West – write the number, Central – write the number.​
Suggest two chart types to visualize this and tell me why they fit.

(Claude will likely recommend a Column Chart and a Pie Chart.)

Step 4 | Generate AI Insights


Prompt:​
Based on this Sales by Region table, write three short, data-driven business insights like a sales
analyst.​
Example Insights:​
1. The West region underperforms vs East by 25%.​
2. North leads overall, exceeding average sales by 15%.​
3. The central region shows the highest profit margin despite lower sales.

Step 5 | Format and Save

- Sheet name → Claude AI Summary​


- Title: Claude AI Insights — Sales by Region

Method 2 - Using Copilot and Analyze Data (Excel 365)

Disclaimer:​
The AI response can be different even after you try and enter the same prompt.

Step 1 | Prepare the Data

1. Open Assignment_Data.csv → Select any cell → Ctrl + T to make a Table.​


2. Rename table to 'SalesData'.

Step 2 | Analyze Data button:

Type: Show me total Sales by Region as a PivotTable.

Select Insert PivotTable.

Step 3 | Add Charts with AI

Select the Data​


Prompt to Copilot:​
Suggest two different chart types to visualize Sales by Region and create them.​
Typically: Clustered Column Chart and Pie Chart.

Step 4 | Add AI-Generated Insights


Prompt:​
Generate three short business insights from this PivotTable showing Sales by Region.​
Example:​
1. The West region underperforms.​
2. North leads.​
3. Central has the highest profit margin.

Step 5 | Finalize and Save

Rename sheet → Summary​


Add heading: Insight- Sales by Region

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