5 Branch Files, 1 Copilot Prompt, Zero Manual Work
In this Excel Copilot tutorial, you’ll learn how to clean messy branch sales data and turn it into one clean report.
We start with five branch files: two system exports and three copied-and-pasted sheets. The problem? Names are in different styles, dates are in different formats, branch codes are saved as text, and duplicate sales rows make the totals wrong.
In this lesson, I’ll show you how to use Microsoft 365 Copilot in Excel to clean the data step by step. You’ll learn how to use Clean Data, standardize dates, fix branch codes, remove duplicate rows, and check your final report before sending it.
By the end, you’ll have a simple workflow you can use every month to clean messy Excel reports faster.
What you’ll learn:
How to turn Excel data into a Table
How to use Clean Data in Excel
How to fix spaces and name styles
How to standardize date formats
How to convert text codes into clean branch codes
How to find and remove duplicate rows
How to use one Copilot prompt to clean the whole report
Download the practice file and try it yourself.
Comment below: what system does your sales data come from?
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