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

Source: https://www.youtube.com/watch?v=bqw0yYpjlN4
Recap page: https://rapidrecap.app/video/bqw0yYpjlN4
Generated: 2025-09-26T07:02:28.2+00:00

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## Quick Overview

Microsoft Excel's Copilot feature can analyze customer feedback by identifying sentiment and categorizing themes, transforming raw data into actionable insights through simple prompts and even creating visual aids like pivot charts.

**Key Points:**
- Copilot can be used within Excel to perform sentiment analysis on customer feedback by identifying positive, negative, or neutral tones.
- The 'Feedback Theme / category' prompt allows Copilot to categorize feedback into specific topics like 'Product Quality', 'Packaging', or 'Customer Service'.
- By using a pivot table, users can count the occurrences of each sentiment or feedback theme, providing a quantitative overview of customer opinions.
- Excel's pivot charts can then visualize this data, offering a clear, graphical representation of feedback themes and their prevalence.
- The process involves using the `=COPILOT()` function with specific prompts, such as 'give me the sentiment as emoji' or 'give me the feedback theme / category', referencing the data range.
- The tutorial demonstrates how to extract specific insights, like filtering feedback related to 'pricing', and then summarizing it effectively.
- The capabilities extend to generating word clouds and more advanced analysis, making data interpretation more efficient.

![Screenshot at 01:17: The Copilot pane opens on the right side of Excel, prompting the user to 'Need insights? Just ask.' and providing an input field for queries related to the data.](https://ss.rapidrecap.app/screens/bqw0yYpjlN4/00-01-17.png)

**Context:** This tutorial showcases how to leverage Microsoft Excel's advanced features, specifically the integrated Copilot AI assistant, to analyze customer feedback. It demonstrates practical applications of sentiment analysis and thematic categorization directly within spreadsheet data, transforming unstructured text into organized, quantifiable insights.

## Detailed Analysis

This tutorial demonstrates how to use Microsoft Excel's Copilot feature to perform sentiment analysis and categorize customer feedback. The process begins by selecting the relevant data range containing customer comments. Copilot can then be prompted to identify the sentiment of each piece of feedback, outputting results such as 'Positive', 'Negative', or 'Neutral' directly into a designated 'Sentiment' column using the `=COPILOT("give me the sentiment", A9:A23)` formula. The AI can also categorize feedback into themes, like 'Product Quality', 'Packaging', or 'Customer Service', by using prompts like `=COPILOT("give me the feedback theme / category", A9:A23)`. For more advanced analysis, users can then create pivot tables from this categorized data to count the frequency of each sentiment or theme. Further visualization is achieved by generating pivot charts, such as a pie chart, to represent the distribution of feedback themes graphically. The tutorial highlights the efficiency and ease with which these AI-powered tools can extract meaningful insights from large datasets, enabling users to quickly understand customer opinions and identify areas for improvement.

### Introduction to Copilot for Sentiment Analysis

- Explains how to use Copilot in Excel to analyze customer feedback
- Demonstrates the `=COPILOT()` function for sentiment and theme extraction

### Sentiment Analysis with Copilot

- Shows how to prompt Copilot to identify sentiment (Positive, Negative, Neutral) for each feedback entry
- Provides example formulas like `=COPILOT("give me the sentiment", A9:A23)`

### Feedback Categorization

- Demonstrates using Copilot to categorize feedback into themes such as 'Product Quality', 'Packaging', and 'Customer Service'
- Uses prompts like `=COPILOT("give me the feedback theme / category", A9:A23)`

### Data Aggregation with Pivot Tables

- Explains how to create a pivot table using the analyzed sentiment and theme data
- Shows how to count occurrences of each category to quantify feedback

### Data Visualization with Pivot Charts

- Illustrates creating a pivot chart (e.g., pie chart) from the pivot table data
- Visualizes the distribution and prevalence of different feedback themes

### Advanced Analysis and Filtering

- Demonstrates filtering data to focus on specific aspects, like 'pricing', and generating word clouds for key terms
- Highlights the versatility of Copilot for deeper data exploration

![Screenshot at 00:07: Excel sheet displaying customer feedback data with columns for 'Feedback', 'Sentiment', and 'Feedback Theme'.](https://ss.rapidrecap.app/screens/bqw0yYpjlN4/00-00-07.png)
![Screenshot at 01:17: The Copilot pane is open on the right side of Excel, displaying a prompt 'Need insights? Just ask.' and an input field.](https://ss.rapidrecap.app/screens/bqw0yYpjlN4/00-01-17.png)
![Screenshot at 02:11: Copilot's output summarizing the customer feedback, highlighting overall sentiment and key positive themes.](https://ss.rapidrecap.app/screens/bqw0yYpjlN4/00-02-11.png)
![Screenshot at 02:33: A word cloud generated by Copilot, visually representing the most frequent words in the customer feedback data.](https://ss.rapidrecap.app/screens/bqw0yYpjlN4/00-02-33.png)
![Screenshot at 03:21: Demonstration of typing the =COPILOT\( function into an Excel cell, showing the IntelliSense prompt for arguments.](https://ss.rapidrecap.app/screens/bqw0yYpjlN4/00-03-21.png)
![Screenshot at 03:54: Excel showing the results of the sentiment analysis formula, with 'Positive' and 'Negative' sentiments populated in the 'Sentiment' column.](https://ss.rapidrecap.app/screens/bqw0yYpjlN4/00-03-54.png)
![Screenshot at 04:43: Excel displaying sentiment analysis results with emoji faces corresponding to each feedback entry.](https://ss.rapidrecap.app/screens/bqw0yYpjlN4/00-04-43.png)
![Screenshot at 05:00: The filter dropdown menu is open on the 'Sentiment' column, showing options to filter by emoji faces.](https://ss.rapidrecap.app/screens/bqw0yYpjlN4/00-05-00.png)
![Screenshot at 06:21: The 'Feedback Theme' column populated with categories like 'Product Quality', 'Packaging', and 'Delivery & Customer Service' generated by Copilot.](https://ss.rapidrecap.app/screens/bqw0yYpjlN4/00-06-21.png)
![Screenshot at 07:46: A new sheet showing the structure for creating a pivot table, with 'PivotTable Fields' on the right including 'Feedback', 'Sentiment', and 'Feedback Theme'.
08:14:A pivot table displaying 'Row Labels' and 'Count of Sentiment', with Sentiment categories like 'Customer Service', 'Packaging', and 'Product Quality' listed with their counts.
09:13:A pivot chart, specifically a pie chart, visually representing the count of each feedback theme, generated from the pivot table.](https://ss.rapidrecap.app/screens/bqw0yYpjlN4/00-07-46.png)