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Work with data: Explore, analyse and consolidate dataMedium riskAI requiredCredits may apply

Use Analyst for deeper data analysis

Ask Analyst to explore one or more datasets, test patterns, create charts and produce a reproducible analysis for review.

Where the action happens

Microsoft 365 Copilot Analyst

Product or feature needed

Analyst

AI required

Yes

Extra credits

Depends on current Microsoft 365 Copilot entitlement and service limits

Technical skill

Medium

Risk level

Medium

Licence dependency

Microsoft 365 Copilot / Analyst availability.

Credit dependency

Feature-specific.

UK availability

available

What it can do

  • Perform multi-step analysis.
  • Create charts and supporting calculations.
  • Work iteratively with data and analytical questions.

Limitations

  • Availability and supported file types can vary.
  • Results still need domain review.

Prerequisites

  • Access to Analyst and suitable data.

Notes

Advanced within the data section but still task-led.

Watch-outs for Work with data

  • Check important calculations and conclusions before relying on them.
  • This section focuses on capability; organisational rules determine which datasets are appropriate to use.
  • For regulated or consequential decisions, keep human accountability.

Last checked: 2026-10-09

Disclaimer: Always follow your organisation's internal guidance and policies regarding AI usage. The suggestions in this guide have been created to the best of accuracy, but Microsoft licensing, pricing and feature availability change frequently — treat them as a planning baseline, not a procurement quote.

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