Analyze
Advanced·45 min
Analyze customer profitability
Merge cost and revenue data to find hidden margin drains.
Excel
ChatGPT
Claude
CopilotUpdated Sep 30, 2026
THE LIBRARY / GOALS
Analyze.
Find business processes and hands-on practice designed to help you analyze more effectively using AI and Microsoft 365.
Workflows
20
Playgrounds
10
Workflows
20 availableAnalyze
Intermediate·30 min
Analyze hiring practices against requirements
Track open requisitions against hiring requirements and surface where the pipeline doesn't match what the role actually needs.
WordUpdated Sep 30, 2026
Analyze
Intermediate·20 min
Auto-summarize employee engagement survey results
Use Copilot inside Viva Glint to turn a raw engagement survey report into a summary of strengths, opportunities and score changes.
Updated Sep 30, 2026
Analyze
Advanced·60 min
Automate month-end variance commentary
Have an agent compare actuals to budget in Power BI and draft the narrative controllership normally writes by hand.
Power BI
Copilot StudioUpdated Sep 30, 2026
Analyze
Advanced·60 min
Build a full 3-statement financial model with Edit with Copilot
Prompt Excel's Edit with Copilot to build an income statement, balance sheet and cash flow off one assumptions sheet.
Updated Sep 30, 2026
Analyze
Advanced·60 min
Build a rolling 12-month sales forecast with ARIMA in Excel
Feed monthly sales history to Copilot and have it build a real ARIMA forecasting model instead of a simple trendline.
Updated Sep 30, 2026
Analyze
Intermediate·25 min
Classify customer feedback sentiment by theme
Turn a column of open-text customer feedback into themed, pivotable sentiment data.
Updated Sep 30, 2026
Analyze
Intermediate·30 min
Cross-check travel expenses against policy
Have Copilot Cowork reconcile a batch of travel expense submissions against the written policy and flag violations.
Updated Sep 30, 2026
Analyze
Advanced·60 min
Detect balance-sheet variances automatically with a reconciliation agent
Set up a Copilot Studio agent that flags variances between the GL detail and the balance sheet, and drafts the correcting entries.
Updated Sep 30, 2026
Analyze
Advanced·90 min
Diff thousands of files between two product versions
Use Copilot Cowork to compare two large document sets and surface exactly what changed, instead of a manual review that takes weeks.
SharePoint
OneDriveUpdated Sep 30, 2026
Analyze
Advanced·60 min
Flag suspicious vendor activity with a spend anomaly agent
Build a Copilot Studio agent that watches procurement data for fraudulent or unusual vendor patterns.
Updated Sep 30, 2026
Analyze
Intermediate·20 min
Ground Excel analysis in a live Power BI report
Attach a governed Power BI report to Excel so Copilot analyzes trusted, up-to-date numbers instead of a stale export.
Updated Oct 1, 2026
Analyze
Intermediate·30 min
Negotiate a vendor contract with Copilot's help
Have Copilot analyze a vendor contract for cost and risk before negotiation instead of going into the conversation without a clear position.
Updated Oct 1, 2026
Analyze
Beginner·10 min
Query a dataset in plain language instead of building a pivot table
Ask Excel's Copilot chat pane a direct question instead of building a pivot table for a one-off answer.
Updated Sep 30, 2026
Analyze
Intermediate·30 min
Reconcile a budget export against actuals and draft commentary
Have Copilot Cowork compare an approved quarterly budget to actual spend and generate the variance commentary.
Updated Sep 30, 2026
Analyze
Intermediate·20 min
Run a monthly sales review
Process regional sales data, summarize with AI, and prepare a presentation deck for the leadership team.
PowerPoint
TeamsUpdated Sep 30, 2026
Analyze
Advanced·60 min
Run a multi-cloud vulnerability impact assessment
Use Security Copilot to evaluate exposure across cloud platforms and summarize the blast radius of a given vulnerability.
Updated Sep 30, 2026
Analyze
Advanced·45 min
Run a two-way sensitivity analysis with conditional highlighting
Build a Price × Volume sensitivity table for Operating Income and have Copilot auto-highlight the danger zone.
Updated Sep 30, 2026
Analyze
Intermediate·25 min
Segment a campaign audience by objective and revenue goal
Have Copilot recommend customer segments based on the campaign's actual objective, instead of reusing last campaign's segments out of habit.
Updated Oct 1, 2026
Analyze
Advanced·45 min
Spot trends and anomalies with the Analyst agent
Hand a spreadsheet to Copilot's Analyst agent and have it reason through the data step by step to find what's unusual.
Updated Sep 30, 2026
Playgrounds
10 availableAdvanced·45 min
Analyze customer profitability
Costs are rising but revenue is flat.
Updated Sep 30, 2026
Intermediate·25 min
Classify survey comments into themes
An engagement survey came back with 32 open-text comments and no structure.
Updated Sep 30, 2026
Beginner·15 min
Clean messy customer data
You inherited a CRM export filled with duplicate entries, inconsistent formatting, and missing fields.
Updated Sep 30, 2026
Beginner·15 min
Find duplicate vendor payments
Accounts payable thinks some vendors got paid twice last month.
Updated Sep 30, 2026
Intermediate·15 min
Find the payroll data-entry error
Payroll totals look higher than expected this period.
Updated Sep 30, 2026
Intermediate·20 min
Find sales anomalies
One region is reporting impossible margins.
Updated Sep 30, 2026
Advanced·30 min
Forecast cash runway
Burn rate has been creeping up every month.
Updated Sep 30, 2026
Intermediate·30 min
Match two customer databases
Marketing has one list of users, Sales has another. The names don't match perfectly.
Updated Sep 30, 2026
Intermediate·20 min
Reconcile an expense report against receipts
Finance flagged one expense claim that doesn't match its receipt.
Updated Sep 30, 2026
Beginner·15 min
Triage support tickets by urgency
The support queue has 40 tickets and no priority labels.
Updated Sep 30, 2026
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