How to Run Sentiment Analysis in Excel with Copilot (Step-by-Step Tutorial)

Microsoft Excel with Copilot allows users to perform sentiment analysis and categorize customer feedback efficiently, transforming raw text into actionable insights.

• Perform sentiment analysis in Excel using Copilot Chat or direct functions.

• Categorize customer feedback into themes with Copilot for pattern identification.

• Utilize pivot tables and charts to summarize and visualize sentiment and theme data.

This tutorial demonstrates how to leverage Microsoft 365 Copilot to perform sentiment analysis and categorize customer feedback directly within Excel. Users can quickly get a high-level summary of feedback, extract specific comments, or apply Copilot functions to individual cells to identify sentiment and themes. This capability streamlines the process of understanding customer opinions and improving business operations.

Using Copilot Chat

• 00:01:05 Copilot Chat, accessible from the Home tab, provides a high-level summary of customer feedback, breaking it down into overall sentiment, positive themes, negative themes, and a summary table of categories. It can also isolate feedback related to specific topics, such as pricing, and even generate visual word clouds using Python integration for advanced analysis.

Copilot Function for Sentiment

• 00:02:51 The new Copilot function allows for direct sentiment analysis within Excel cells by entering a prompt like '=COPILOT("Give me the sentiment", [feedback column])'. This function can be customized to return sentiment as text or emojis, such as a smiley face, neutral face, or mad face. This feature enables users to quickly see the sentiment for each feedback entry and use Excel's built-in filters to drill down into specific sentiment categories like negative comments for improvement.

Copilot Function for Themes

• 00:05:24 Beyond sentiment, the Copilot function can also categorize feedback into themes or topics by using a prompt like '=COPILOT("Give me the feedback theme/category", [feedback column])'. This automatically groups customer comments into relevant categories, such as 'product quality' or 'packaging', making it easier to identify patterns across large datasets. The sentiment and theme updates dynamically when feedback entries are modified, providing real-time analysis.

Summarizing Data with Pivot Tables

• 00:07:21 To summarize the analyzed data, Excel's pivot tables can be used to count how many comments fall into each sentiment category or feedback theme. By dragging the 'sentiment' or 'feedback theme' fields into the 'rows' and 'values' sections of a pivot table, users can quickly generate counts. These summaries can then be visualized using pivot charts, such as a pie chart, to easily identify the most frequently discussed themes or predominant sentiments.