Copilot / Documents, Data & Research
Copilot: choose a chart that answers a specific question
State the business question, units and time range. Provide a small data table and identify whether values are counts, amounts or percentages.
Environment and inputs: Copilot user guide · Feature and source access depend on the active account, app and organization settings. Optional file or app steps have a text-excerpt fallback. No fixed model version, price or usage quota is assumed.
What you will make
A practical Copilot guide to choose a chart that answers a specific question. Use the sample input and prompt, then check the result. Use a fictional Microsoft 365 workplace task as the practice setting. Identify the file or excerpt that supports the requested result.
Prepare the source and scope
State the business question, units and time range. Provide a small data table and identify whether values are counts, amounts or percentages. Open your available Microsoft Copilot experience and confirm whether it can read the intended work source.
Try this prompt
In Copilot, provide the prepared input, then send the following request. For real work, replace fictional details with approved facts.
Recommend a chart to compare monthly completed tickets with backlog. Explain the axes, units and aggregation. Give the data table a reviewer should use to reproduce it.Review the result
Check that flows and remaining stock are not added together and that the axis labels match the original units. Record each correction and its supporting source.
If the answer is wrong or incomplete
An attractive chart can imply a trend from incomplete months. Label partial periods and avoid unsupported causal explanations. If the active Copilot surface cannot access the file or app, paste an authorized excerpt into chat. Keep the same review criteria for the text-only workflow.
Practice and completion check
Repeat with one incomplete input. Check the answer against the review criteria, remove unsupported claims and save the prompt with its source version. This workflow has not been verified in a customer deployment.