Analyze·Intermediate·25 min·Updated Sep 30, 2026

Classify customer feedback sentiment by theme

Turn a column of open-text customer feedback into themed, pivotable sentiment data.

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Microsoft 365

Business Outcome

A clear view of which product themes are driving complaints, instead of a wall of unreadable free text.

Handle with care

Customer feedback text

Open-text feedback can include a customer's name, order number, or other identifying detail they typed in themselves. If you don't have a licensed Copilot for step 2, scrub obvious identifiers from the feedback column before pasting it into ChatGPT or Claude.

Workflow Overview

Pick whichever of these AI tools you have — they're alternatives, not a sequence.

Excel
ChatGPT
or
Claude
or
Copilot

Copilot works differently from the others: with a paid Microsoft 365 Copilot license it's built right into the app above, no copy-pasting needed. Without a license, use it the same way as ChatGPT or Claude — in its own chat window.

Step 1: Isolate the feedback columnExcel

Convert the data to an Excel Table with the open-text feedback in one column and a unique row ID in another (a simple sequential number works) — the ID is what lets you trace any specific classification back to the original comment later, and the Table keeps both columns aligned as rows get sorted or filtered.

Step 2: Ask Copilot to classify and scoreCopilotExcel

Give it a fixed theme list up front rather than letting it invent categories on the fly — otherwise you'll get 40 near-duplicate themes instead of a usable pivot.

Prompt idea:

For each row in the Feedback column, add a Theme column classifying it into exactly one of: Quality, Pricing, Service, Packaging, Other. Add a Sentiment column scored -1 to 1. Don't invent new theme categories.

Step 3: Pivot the resultsExcel

Build a pivot table of theme by sentiment to see which themes are both frequent and negative — that's where to focus.

Step 4: Spot-check the "Other" bucketExcel

If Other is more than ~10% of rows, your theme list is missing something real — read a sample and consider adding a category.

Check the work

  • Read 15-20 classified rows against their assigned theme and sentiment to confirm they're reasonable.
  • Check that ambiguous feedback (mixed sentiment) wasn't force-fit into a single bucket.
  • Confirm the "Other" category isn't hiding a real, common theme.

Source: Nexacu, "Copilot for Excel (2026): Practical Prompts, Agent Mode & Time-Saving Examples" (2026)

Expected Outcome

Every feedback row tagged with a theme (quality, pricing, service, packaging) and a sentiment score, ready to pivot.

✓

AI is the right call here

Isolating the column (step 1) and pivoting (step 3) are plain Excel. Theme and sentiment classification from open-text feedback is genuine judgment work a formula can't do.

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