Lab 04 - Analyze procurement spend with Copilot in Excel
| Item | Detail |
|---|---|
| Level | 100 |
| Duration | 30 minutes |
| Apps | Microsoft Excel, Microsoft 365 Copilot |
| Sample file | 08_Mock_Procurement_Spend_Analysis.xlsx |
[!IMPORTANT] These labs use synthetic mock content only. Do not use real BP confidential information, employee data, supplier records, operational procedures, or restricted business data in prompts.
Scenario
You are reviewing mock procurement spend data. You need to identify major spend categories, top suppliers, anomalies, and risks that should be escalated to management.
Exercise 1 - Explore the dataset
- Open 08_Mock_Procurement_Spend_Analysis.xlsx from OneDrive.
- Confirm the data is formatted as a table.
- Open Copilot from the Home tab.
- Submit the following prompt.
Summarize this procurement dataset.
Identify:
- Total spend
- Top suppliers
- Major spend categories
- Highest spending business units
- Any risk flags visible in the data
Exercise 2 - Create a supplier spend view
Create a table showing supplier spend ranked from highest to lowest.
Include:
- Supplier
- Total spend
- Number of purchase orders
- Average invoice amount
- Risk observation
Exercise 3 - Visualize category trends
Create charts that show spend by category and spend by business unit.
Add the charts to a new worksheet named Procurement Dashboard.
Exercise 4 - Detect anomalies and concentration risk
Analyze the data for unusual spend patterns.
Look for:
- Large invoice amounts
- Supplier concentration
- Categories with unusually high spend
- Business units with repeated risk flags
Return findings in a table with recommended management actions.
Exercise 5 - Draft an executive insight summary
Create an executive summary of the procurement analysis.
Use this structure:
- Key findings
- Risks
- Possible savings opportunities
- Questions for Procurement
- Recommended next steps