Learning Timeline
Key Insights
AI Visual Tips
If the AI struggles to read the data because the text is too small, use the Zoom function at the bottom right of the Excel window. Visual clarity significantly helps Multimodal AI provide accurate answers.
AI Contextual Capabilities
Google AI Studio can detect the operating system you are using (such as Mac) based on the visual interface of the shared window, allowing it to provide accurate keyboard shortcuts (e.g., Shift + Command + 4).
Quick Data Selection
You don't need to highlight every cell manually; simply click on any single cell within the dataset, and Excel will automatically detect the entire data range for the Pivot Table.
Prompts
Request Data Analysis Suggestions
Target:
Google AI Studio
I'm really not sure how to organize this in a better way. Someone told me to use pivot tables but I'm really not sure what that is. Can you explain the dialog box and tell me how to actually make a useful pivot table? Pick the fields for me and tell me what box to put them in.
Step by Step
Steps to Analyze Data & Build a Pivot Table with Google AI Studio
- Open Google AI Studio in your web browser.
- In the 'System Instructions' section at the top of the screen, enter instructions regarding the 'tone' or language style you want from the AI (e.g., Professional or Casual).
- Click the 'Share Screen' button and select the Microsoft Excel window containing your sales data so the AI can 'see' the screen.
- Ask the AI to analyze the data. The AI will identify columns such as Customer, Region, Category, Product, and Order Details.
- In the Excel application, select any cell within the data range or click the top-left corner of the sheet to select the entire dataset.
- Click on the 'Insert' tab in the top menu of Excel and select 'Pivot Table'.
- When the Pivot Table dialog box appears, confirm the 'Data Range' and select 'New Worksheet', then click 'OK'.
- Ask the AI to suggest a useful field arrangement to get a meaningful analysis.
- Follow the AI's instructions to organize the 'Pivot Table Fields': Drag 'Product Name' to the 'Rows' section.
- Drag 'Quantity' to the 'Values' section to see the total sales volume.
- Drag 'Region' to the 'Columns' section to see the sales breakdown by region.
- Drag 'Order Dates' to the 'Rows' section (place it under 'Category') to see sales trends over time and by category.
