Pepuri Server world Eng Version

In this post, we will proceed with enabling and testing the Verified ID feature provided by Microsoft.

Entra Admin Center - Verified ID -> Overview -> Get Started

Provisioning

1. Get your new credential -> Try it now

Get my Verified ID

A QR Code is generated.

Run the Authenticator on mobile.

Verified ID -> Scan a QR code

Scan the QR code on the screen.

Add

Completed the addition.

You can check the record by clicking the issued ID.

Clicking "2. Use your new credential -> Try it now" will take you to a page where you can test the Verified ID.

Access discounts

You can log in using a DID instead of account information. Verify my Employee Credential.

QR Code

When the camera recognizes the QR code, the Authenticator is launched through the URL.

When the camera recognizes the QR code, the Authenticator is launched through the URL.

Click "Share" to send the ID information.

Verification completed.

In the Activity section, you can check where your ID has been used.

The test page can be verified with a scenario where employee discounts are applied, as shown below.

In order to reduce confusion between Azure AD and Windows Server AD, Microsoft changed Azure AD to Entra ID, marking the beginning of the Entra product family.

Microsoft renamed Azure AD (Azure Active Directory) to Microsoft Entra ID to convey the product's multi-cloud, multi-platform capabilities, alleviate confusion with Windows Server Active Directory, and integrate it into the Microsoft Entra product family.

관련자료: New name for Azure Active Directory - Microsoft Entra | Microsoft Learn

This change makes sense because the AD people are familiar with is actually Active Directory Domain Services (AD DS). To put it simply, Azure AD only manages identities, while policies for devices joined to Azure AD are managed by Intune's Configuration Profile. In other words, the cloud version of AD is a combination of Azure AD + Intune. It was difficult to explain this concept to those who have been accustomed to the traditional AD model for a long time.

By rebranding it as Entra, Microsoft is positioning it as a comprehensive identity and access management platform. When you access the Entra Management Center, you'll notice that it offers more features than when it was known as Azure AD.

Let's take a closer look at Verified ID. We will start with the following technical resource:

Introduction to Microsoft Entra Verified ID - Microsoft Entra Verified ID | Microsoft Learn

First, the background for the emergence of Verified ID is as follows:

In today’s world, our digital and physical lives are increasingly intertwined with the apps, services, and devices we use. This digital revolution opens up a world of possibilities, allowing us to connect with numerous companies and individuals in ways previously unimaginable.

However, with this increased connectivity comes a greater risk of identity theft and data breaches. These breaches can have significant impacts on both our personal and professional lives. But there is hope. Microsoft, in collaboration with various communities, has developed a decentralized identity solution that enables individuals to control their own digital identity, offering a secure and private way to manage identity data without relying on centralized authorities or intermediaries.

-> The key here is the Decentralized Identity solution. To be honest, the other concepts are a bit difficult for me to explain in more detail at my current level. Looking at this… if I had deep-dived into identity management alone, I probably wouldn’t have any trouble making a living.

I think I need to test how to use this practically and eventually gain a better understanding through hands-on experience.

Lead with open standards

Microsoft has implemented the following standards:

W3C Decentralized Identifier

W3C Verifiable Credentials

DIF Sidetree

DIF Well Known DID Configuration

DIF DID-SIOP

DIF Presentation Exchange

-> This suggests that it's not only something used in M365 but is a concept that can be integrated with other systems, similar to SSO or in a different capacity.

What is DID (Decentralized ID)?

DID is an identity management system where individuals, not central authorities or corporations, have direct control over the ownership and management of their identity information.

It ensures the integrity and security of identity information through a decentralized network rather than relying on central servers or institutions. Distributed ledger technologies, such as blockchain, are typically used, with the goal of giving individuals full control over their identity information.

So, what is Microsoft Verified ID? My understanding is that it plays the role of the issuer, verifier, and intermediary (Role Modeler).

The content explained by each item in the diagram is as follows:

1. W3C DID (Decentralized Identifier) Number

- A unique ID.

2. Trust System

- It verifies and authenticates to check DID documents.

3. MS Authenticate App

- Serves as a digital wallet. You can think of it like a wallet where the user stores their ID cards.

4. Microsoft Resolver

- An API that uses the did:web method to query and verify DIDs, returning the DDO (DID Document Object).

5. Microsoft Entra Verified ID API

- A REST API for issuing and verifying W3C Verifiable Credentials, signed using the did:web method, through Azure’s issuance and verification services.

In order to cover this flow in detail, it seems necessary to build a concrete sample environment to fully understand it.

Once I’ve built a sample, posted about it, and gained a reasonable understanding, I will update this post accordingly.

Previous Post

2024.09.16 - [Microsoft 365/Graph & IIS] - Microsoft Graph & IIS. (5) Sending emails using the Mail.send permission

https://youtu.be/YeCf5GNVzf0

This time, let's add an Email tab to display the contents of Mailfolders.

Currently, the design looks like this. We will add the Email tab between Home and Privacy.

_layout.cshtml

Add the following content as shown below.

<li class="nav-item">
    <a class="nav-link text-dark" asp-area="" asp-controller="Home" asp-action="Mailfolders">Email</a>
</li>

Confirm that the addition has been successfully made.

When clicked, it will be displayed as shown below.

Previous post

2024.09.16 - [Microsoft 365/Graph & IIS] - Microsoft Graph & IIS. (4) Display Mailbox using the Mail.read permission

Continuing from the previous post, this time we will implement the functionality to compose and send emails using the Mail.Send permission of the Graph API.

We'll continue using the project created in the previous post.

https://youtu.be/KReqV8EPVh0

The process pattern is somewhat established at this point:

Step 1: Add Mail.Send permission

Step 2: Create a ViewModel for sending emails

Step 3: Create a View for composing and sending emails

Step 4: Add the Action Method for sending emails

Step 1. Add Mail.Send permission

Appsettings.json

Add Mail.Send permission.

Step 2. Create a View Model for Sending Emails

Create the EmailSendViewModel to hold the data needed for sending emails. This model will include fields like recipient address, email subject, and email body.

Create the EmailSendViewModel class

public class EmailSendViewModel
{
        public string To { get; set; } = string.Empty;
        public string Subject { get; set; } = string.Empty;
        public string Body { get; set; } = string.Empty;
}

Step 3. Create a View for Sending Emails

Create a view (SendEmail.cshtml) in the Views/Home directory, where users can compose and send emails. This view will use the EmailSendViewModel as its model.

Create SendEmail.cshtml

Modify the content as shown below.

@model Identity.Models.EmailSendViewModel

<h2>Send Email</h2>

<form asp-action="SendEmail">
    <div class="form-group">
        <label>To</label>
        <input asp-for="To" class="form-control" />
    </div>
    <div class="form-group">
        <label>Subject</label>
        <input asp-for="Subject" class="form-control" />
    </div>
    <div class="form-group">
        <label>Body</label>
        <textarea asp-for="Body" class="form-control"></textarea>
    </div>
    <button type="submit" class="btn btn-primary">Send</button>
</form>

Step 4. Add Action Method for Sending Emails

Add the SendEmail action method to the HomeController. This method accepts EmailSendViewModel as a parameter and sends an email using the Microsoft Graph API.

Modify HomeController.cs.

Add the following content.

// GET action method to display the email sending form
[HttpGet]
public IActionResult SendEmail()
{
    return View(new EmailSendViewModel()); // Pass an empty model to the view
}

// Sendemail
[HttpPost]
[AuthorizeForScopes(ScopeKeySection = "MicrosoftGraph:Scopes")]
public async Task<IActionResult> SendEmail(EmailSendViewModel model)
{
    var message = new Message
    {
        Subject = model.Subject,
        Body = new ItemBody
        {
            ContentType = BodyType.Text,
            Content = model.Body
        },
        ToRecipients = new List<Recipient>()
        {
            new Recipient
            {
                EmailAddress = new EmailAddress
                {
                    Address = model.To
                }
            }
        }
    };

    await _graphServiceClient.Me.SendMail(message, null).Request().PostAsync();

    return RedirectToAction("Index");
}

Navigate to the Home/sendemail URL.

Send a test email

The test email has been received.

Previous Post:

2024.09.16 - [Microsoft 365/Graph & IIS] - Microsoft Graph & IIS. (3) Creating a sample login page using the Microsoft Identity Platform

Continuing from the previous post, this time we will use the Mail.Read permission in the Graph API to retrieve mail folders, subject lines, and content, and publish them on IIS.

We will continue using the project created in the previous post.

https://youtu.be/tOCCgRloYOo

Step 1. Testing Mail.Read Permission

We will test the Mail.Read permission by retrieving only the subject lines of the user's emails on a specific page.

Add the Mail.Read permission to the existing Appsettings.json -> Save the file.

{
  "AzureAd": {
    "Instance": "https://login.microsoftonline.com/",
    "Domain": "M365x31504705.onmicrosoft.com",
    "TenantId": "a0c898ca-2445-4e74-ab4b-afd7916549a6",
    "ClientId": "726cf3c0-8faa-4b91-a3dc-4ec4723a411b",
    "CallbackPath": "/signin-oidc"
  },
  "Logging": {
    "LogLevel": {
      "Default": "Information",
      "Microsoft.AspNetCore": "Warning"
    }
  },
  "AllowedHosts": "*",
  "MicrosoftGraph": {
    "BaseUrl": "https://graph.microsoft.com/v1.0",
    "Scopes": "user.read mail.read" //Add Mail.read
  }
}

Modify the HomeController.cs file

Add the //Email Titles section to the existing code as shown below.

using Identity.Models;
using Microsoft.AspNetCore.Authorization;
using Microsoft.AspNetCore.Mvc;
using System.Diagnostics;
using Microsoft.Graph;
using Microsoft.Identity.Web;

namespace Identity.Controllers
{
    [Authorize]
    public class HomeController : Controller
    {
        private readonly GraphServiceClient _graphServiceClient;
        private readonly ILogger<HomeController> _logger;

        public HomeController(ILogger<HomeController> logger, GraphServiceClient graphServiceClient)
        {
            _logger = logger;
            _graphServiceClient = graphServiceClient;
        }

        [AuthorizeForScopes(ScopeKeySection = "MicrosoftGraph:Scopes")]
        public async Task<IActionResult> Index()
        {
            var user = await _graphServiceClient.Me.Request().GetAsync();
            ViewData["GraphApiResult"] = user.DisplayName;
            return View();
        }

        // Email Titles
        [AuthorizeForScopes(ScopeKeySection = "MicrosoftGraph:Scopes")]
        public async Task<IActionResult> EmailTitles()
        {
            var messages = await _graphServiceClient.Me.Messages
                .Request()
                .Select(m => new { m.Subject })
                .GetAsync();

            var titles = messages.Select(m => m.Subject).ToList();
            return View(titles);
        }

        public IActionResult Privacy()
        {
            return View();
        }

        [AllowAnonymous]
        [ResponseCache(Duration = 0, Location = ResponseCacheLocation.None, NoStore = true)]
        public IActionResult Error()
        {
            return View(new ErrorViewModel { RequestId = Activity.Current?.Id ?? HttpContext.TraceIdentifier });
        }
    }
}

Create the View.

Views -> Home -> Add -> View

Razor View -> Empty -> Add

EmailTitles.cshtml -> Add

It will be generated as shown below.

Modify the content as follows.

@model List<string>

<h2>Email Titles</h2>
<ul>
@foreach (var title in Model)
{
    <li>@title</li>
}
</ul>

Start Debuging -> Log in -> Verify permissions and click Accept.

When you navigate to the Home/emailtitles URL, it will be displayed as shown below.

When compared with OWA (Outlook Web App), you can see that only the email subjects have been retrieved.

This time, let's create a page that retrieves and displays emails in the following structure: Folder -> Subject -> Body.

Step2. Action Method

Action Methods in the controller handle HTTP requests and retrieve data by calling the Microsoft Graph API. We will implement Action Methods such as MailFolders, EmailTitles, and EmailDetails to fetch the list of mail folders, the list of emails in a specific folder, and the detailed content of an email, respectively.

Modify the HomeController.cs file

Remove the existing Email Titles code.

Insert the code for Mail Folders, Titles, and Details respectively.

//MailFolders
public async Task<IActionResult> MailFolders()
{
    var mailFolders = await _graphServiceClient.Me.MailFolders
        .Request()
        .GetAsync();

    return View(mailFolders.CurrentPage.Select(f => new MailFolderViewModel { Id = f.Id, DisplayName = f.DisplayName }).ToList());
}

//EmailTitles
public async Task<IActionResult> EmailTitles(string folderId)
{
    var messages = await _graphServiceClient.Me.MailFolders[folderId].Messages
        .Request()
        .Select(m => new { m.Subject, m.Id })
        .GetAsync();

    var titles = messages.CurrentPage.Select(m => new EmailViewModel { Id = m.Id, Subject = m.Subject }).ToList();
    return View(titles);
}

//EmailDetails
public async Task<IActionResult> EmailDetails(string messageId)
{
    var message = await _graphServiceClient.Me.Messages[messageId]
        .Request()
        .Select(m => new { m.Subject, m.Body })
        .GetAsync();

    var model = new EmailDetailsViewModel
    {
        Subject = message.Subject,
        BodyContent = message.Body.Content
    };

    return View(model);
}

Step3. View model

A View Model is a model used to pass data to the View and is used to define the data retrieved from the Action Method. For example, the EmailViewModel includes the email's ID and subject. This allows the data needed in the view to be structured and managed efficiently.

Right-Click on the Models folder -> Add -> Class

MailFolderViewModel.cs -> Add

It will be generated as shown below.

Modify it as shown below.

namespace Identity.Models
{
    public class MailFolderViewModel
    {
        public string Id { get; set; }
        public string DisplayName { get; set; }
    }
}

Similarly, go to Models -> Add -> Class.

EmailViewModel.cs -> Next

Modify it as shown below -> Save.

namespace Identity.Models
{
    public class EmailViewModel
    {
        public string Id { get; set; }
        public string Subject { get; set; }
    }
}

Add EmailDetailsViewModel.cs in the same way.

Modify it as shown below -> Save.

public class EmailDetailsViewModel
{
    public string Subject { get; set; }
    public string BodyContent { get; set; }
}

Step 4. View

Finally, the View constructs the user interface and displays the data received from the View Model. Create corresponding view files for each action in the Views/Home directory.

Views/Home Folder -> Add -> New Item

MailFolders.cshtml -> Add

Modify as shown below and save.

@model IEnumerable<Identity.Models.MailFolderViewModel>

<h2>Mail Folders</h2>
<ul>
    @foreach (var folder in Model)
    {
        <li><a href="@Url.Action("EmailTitles", "Home", new { folderId = folder.Id })">@folder.DisplayName</a></li>
    }
</ul>

Modify the previously created Emailtitles.cshtml file.

@model IEnumerable<Identity.Models.MailFolderViewModel>

<h2>Mail Folders</h2>
<ul>
    @foreach (var folder in Model)
    {
        <li><a href="@Url.Action("EmailTitles", "Home", new { folderId = folder.Id })">@folder.DisplayName</a></li>
    }
</ul>

Modify the previously created Emailtitles.cshtml file.

Modify it as shown below and save.

@model IEnumerable<Identity.Models.EmailViewModel>

<h2>Emails</h2>
<ul>
    @foreach (var email in Model)
    {
        <li><a href="@Url.Action("EmailDetails", "Home", new { messageId = email.Id })">@email.Subject</a></li>
    }
</ul>

Create EmailDetails.cshtml in the same manner as the previously created files.

EmailDetails.cshtml -> Add

@model Identity.Models.EmailDetailsViewModel

<h2>@Model.Subject</h2>
<div>
    @Html.Raw(Model.BodyContent)
</div>

Start Debugging

Access the path /home/mailfolders.

The list of folders is displayed. Click on Inbox.

You can now see the list of emails in the Inbox. Click on the email subject to view more details.

The email body is displayed.

Proceed with the Publish and IIS deployment process as in the previous post. Verify the functionality as shown below.

Last Post

2024.09.16 - [Microsoft 365/Graph & IIS] - Microsoft Graph & IIS. (2) Publishing an ASP.NET Sample Page to IIS

In this post, we will create a login page in IIS using an M365 (Entra ID) sample login page.

https://youtu.be/hb7ZDVwJWEE

Launch Visual Studio -> Create a new project

ASP.NET Core Web App (Model-View-Controller)

Specify the Project name-> Next

Authentication type -> Microsoft identity platform -> Create

Next

Sign in -> Microsoft

Log in with the administrator account.

Create new

A browser window pops up. Log in with the administrator account.

Authentication complete.

Specify the Display name. -> Register

Confirm that the creation is successful.-> Next

Add Microsoft Graph permissions -> Next

Save the Client secret value in a notepad.-> Next

Finish

Close

Close

Service is registered, and verify that Secrets.json (Local) has been created.

Double-click on the Appsettings.json file.

The information for the created app is displayed.

The same information is confirmed in Entra ID.

Start Debugging

After accessing localhost, you're redirected directly to the login page -> Log in with the administrator account.

Upon first access, the permissions are displayed as shown below -> Click Accept. -> Accept

Display the logged-in account information.

When you sign out, the following message is displayed.

When you log in with a different account, it displays the information of that account.

Build -> Identity

Web Server (IIS) -> Next

Web Deploy Package -> Next

Specify the location to export the package -> Set the Site Name -> Click Finish.

Close

Publish

Once completed, copy the package file to the IIS Server.

As done in the previous post, after extracting the files, copy the essential folders and files, such as wwwroot, to the root directory as shown below.

Launch IIS Manager

Righ-Click on Sites -> Add Website

Specify the settings as shown below.

When testing on localhost, an Error 500 occurs as shown below. The cause is that the ClientSecret value is not included during publishing, which leads to this issue.

Open the Appsettings.json file using Notepad.

Add the previously saved Secret Value in the following format -> Save the file:

IISRESET

Confirm the login process.

Proceed with testing by accessing the published URL.

A Redirect URI error has occurred.

Entra ID Admin center -> Applications -> App registration -> Authentication -> Add the following to Redirect URIs as shown below.

Confirm the login process.\

Previous Post

2024.09.16 - [Microsoft 365/Graph & IIS] - Microsoft Graph & IIS. (1) Setting up the basic testing environment.

In this post, we will cover the process of publishing an ASP.NET Sample Page to IIS. Since most Microsoft solutions are based on ASP.NET, I thought this would be a necessary step before testing Graph.

https://youtu.be/6z7HdW6IoCI

Launch Visual Studio.

File -> New -> Project

ASP.NET Core Web App (Model-View-Controller) -> Next

Next

Verify that the Framework is set to .NET 8.0 -> Click "Create" (You will need to install the Runtime and SDK version 8.0 on IIS to match this setting.)

Solution Explorer -> Controllers -> Add -> Controller

MVC Controller - Empty -> Add

Name the controller as HelloWorldController. -> Add

Right-Click on Views -> Add -> New Folder

Name it HelloWorld.

Right-click on HelloWorld.-> Add -> New Item

If the following options appear, select Show All Templates.

Razor View - Empty -> Confirm the name as Index.cshtml. -> Add

Verify that it has been created under the HelloWorld folder.

다음과 같이 입력합니다.

ViewData["Title"] = "Index";

<h2>Index</h2>
<p>Hello from the HelloWorld view!</p>

Debug -> Start Debugging

If any messages related to SSL certificates appear, click "Yes" for all of them.

Yes

Yes

Yes

The sample page is now accessible in Edge.

When you access /HelloWorld, it is displayed as follows:

Now, let's proceed with creating the sample page as a site in IIS.

Build -> Publish [Project Name]

Web Server (IIS) -> Next

Web Deploy Package -> Next

Specify the location. -> Site name 지정 -> Finish

Click Publish.

It will be generated as shown below. Now, copy the files to the IIS server.

After copying, extract the files.

After extracting, move the files to a subfolder as shown below -> Copy the folder and files to the root directory (C:\Sample).

Copy completed.

Launch IIS Manager.

Sites -> Add Website

Proceed with the creation process as shown below. (For the certificate, specify the one that was previously created.)

Confirm that the creation is successful.

Application Pools -> Double-click on **Sample**.

.NET CLR version -> Change the setting to **No Managed Code**.

IISRESET

Access localhost to verify the setup.

Once DNS registration and certificate binding are completed, test the published URL.

When testing Exchange Online and M365, there are times when an environment related to Graph API is needed. In the past, I would have skipped anything related to development, but now ChatGPT can generate sample pages to some extent.

Without any prior development knowledge, I will build a test environment using the knowledge gained from ChatGPT, based on IIS. The ultimate goal is to integrate Microsoft Graph, and I will post about the necessary components along the way.

In this post, I will cover installing Visual Studio 2022 and configuring the IIS Server.

https://youtu.be/LRoFa0EX-iA

Step 1. Installing Visual Studio 2022

Download Visual Studio 2022

https://visualstudio.microsoft.com/downloads/

Run the installation file.

Continue

Check ASP.NET -> Install

Proceed with the installation.

Installation complete -> Verify by running the application.

Step 2. Setting up the IIS Server

I proceeded with the installation separately from the VM where Visual Studio is installed.

Server Manager -> Add roles and features

Check IIS

Check the following features:

URL Authorization

Windows Authentication

Tracing

.NET Extensibility 4.8

.ASP.NET 4.8

WebSocket Protocol

After completing the IIS installation, install the necessary .NET components.

.NET Core Hosting Bundle installer

https://dotnet.microsoft.com/permalink/dotnetcore-current-windows-runtime-bundle-installer

Install .Net SDK 8.0

https://dotnet.microsoft.com/en-us/download/dotnet/8.0

Run PowerShell to check the installed version.

dotnet --list-sdks
dotnet --list-runtimes

In the next post, I will cover how to create an ASP.NET sample page in Visual Studio.

I have previously shown you how to add multiple rows simultaneously.

Copilot in Excel Series:

2024.07.27 - [Copilot] - Copilot in Excel: Useful Prompt (1). Calculate A, Matching B based on C (English)

2024.08.10 - [Copilot] - Copilot in Excel: Useful Prompt (2). Show data insights & Add all insights to grid (English)

2024.08.23 - [Copilot] - Copilot in Excel: Useful Prompt (3). If (Calculate condition) (English)

2024.09.08 - [Copilot] - Copilot in Excel: Useful Prompt (4). Add Columns (Multiple columns) (English)

https://youtu.be/2opOcZk9OqY

As I continue to research prompts, it seems that a request like "Create a column" is more appropriate than simply asking for calculations, so I plan to focus on that aspect.

Prompt 1. Create a "X" column

I started with the following prompt.

Calculate "Month", based on "Date".

I believe this has transformed into the following form.

Add a column Month. Calculate Month, based on Date.

= Add a Column Month based on Date

= Calculate "Month", based on "Date".

= Create a 'Month' column

Calculate "Month", based on "Date".

The first is presented as follows.

Give me another suggestion based on my prompt

Give me another suggestion based on my prompt

I think it might be a form where the beginning is omitted, as shown below.

 Add a column Month. Calculate Month, based on Date.

The previous prompt execution history might have an influence, but the prompt below produces almost the same result.

Add a column Month. Calculate Month, based on Date.

= Add a Column Month based on Date

= Calculate "Month", based on "Date".

= Create a 'Month' column

Prompt 2. Create columns "Title: A, B, C, D". Calculate Condition, Matching Month based on Table1.

As I input many prompts, there were many cases where the following prompt from a previous entry did not function as intended.

In particular, the following prompt did not produce the desired results in many cases.

Calculate Method W, X, Y, Z.  Matching Name, Quarter based on Table1

This time, I will proceed with a slight change. It has been confirmed that using the "Create Columns" prompt results in higher accuracy.

Create columns "Department: Global Sales 1, Global Sales 2, Internal Sales 1, Internal Sales 2". Calculate Sales Performance, Matching Month based on Table1.

Requesting to add the desired columns (up to a maximum of 4), along with additional explanations or examples, increases the accuracy.

Clicking "Hide explanation" allows you to check the explanation of the formula.

Check the results.

Let's proceed in the same pattern as follows.

Create columns "Method: W, X, Y, Z". Calculate Sales Performance, Matching Month based on Table1.

Check the formula explanation to ensure it matches the intended content.

It is confirmed that the 4 columns are added as intended.

Proceed with the addition and verify the results.

Prompt 3. Create 4 columns "A, B, C, D". Provide the basis, location, and definition regarding the requested matter.

There is no correct answer in prompts. The only solution is how well you present it for Copilot to understand. This time, I will try entering the prompt in a different way.

Create 4 columns "Global Sales 1, Global Sales 2, Internal Sales 1, Internal Sales 2".

Each column calculate monthly sales performance by Department.

The performance must be matched based on the month of Table1.

I will generate 4 columns.

Check if it aligns with my intended purpose.

Click on the formula to review it once more for confirmation.

Let's calculate the monthly sales performance by method using the same approach.

Create 4 columns "W, X, Y, X".

Each column calculate monthly sales performance by Method.

The performance must be matched based on the month of Table1.

It can be confirmed that the columns were generated following the same pattern.

Click on the formula to verify it.

It seems that calculating the quarter isn't working well. Pre-inserting the quarter into Table1 lowers the difficulty. Therefore, the structure of the Source Table is crucial when using Copilot.

Let's see what happens when we simply change "Monthly" to "Quarterly."

Create 4 columns "Global Sales 1, Global Sales 2, Internal Sales 1, Internal Sales 2".

Each column calculates quarterly sales performance by Department.

The performance must be matched based on the month of Table1.

Looking at the results, there is no part where the month is calculated as a quarter.

This time, I added more detailed explanations.

Create 4 columns "Global Sales 1, Global Sales 2, Internal Sales 1, Internal Sales 2".
Each column calculates quarterly sales performance by Department. 
The performance must be matched based on the quarter of Table1.
There is no quarter column in Table1. The quarter must be calculated based on the month.

It can be observed that the quarter definition was added and calculated correctly. However, only one column was added.

I want to create 4 columns

It only generates the formula.

Create 4 columns using the provided formula.

Still, the result was just one.

When proceeding as below, it suggests other columns. Calculating multiple rows felt quite challenging. Perhaps it's because this is still in the preview stage

Give me another suggestion based on my prompt

Give me another suggestion based on my prompt

By adding one at a time, I was able to complete it as shown below.

It would be great if things were clearer, but for now, offering various directions seems to be the best approach.

In the following post, when calculating some functions, I was able to include detailed conditions by using 'If'. This time, let's check to what extent the conditions are being met by using 'If'.

Related Posting

2024.07.27 - [Copilot] - Copilot in Excel: Useful Prompt (1). Calculate A, Matching B based on C (English)

Youtube

https://youtu.be/4Zs2W4otcJE

Prompt 1. If A is null, null

If you want to find the day of the week based on a date, you can input the prompt as follows.

Calculate "The day of the Week", based on "Date".

Formulate the equation as shown below.

If A is null, adding null results in the following:

Create it in the following format:

Null values are satisfied and calculated.

You can create various conditions with this pattern, such as for errors or incorrect formats.

Prompt 2. If A >= X, apply discount of Table (Apply the discount rate)

There is a sales invoice as shown below, and on the right, there is a discount rate table by product. Let's create the Amount by applying the conditions from the Discount_Table.

If Amount >= $2,000,000, apply discount of Discount_Table

Generate the formula as shown below.

You can see that the Discounted Amount is calculated as follows.

By applying this, it is expected that various invoices can be created more easily than before.

Prompt 3. Calculate "Target Achievement status". If Total Sales >= Target, "Success" or "Fail".

This time, as shown below, Table 1 contains sales records, Table 2 contains product performance, and Table 3 contains product targets

Calculate "Target Achievement status". If Total Sales >= Target, "Success" or "Fail".

Although Table 2 wasn't mentioned, it found the target from Table 2 and performed the calculation. It seems that the recent Excel Copilot remembers the prompts I gave earlier and uses them to generate formulas.

Result

As with other products, it appears that Copilot in Excel is significantly influenced by the Chat History.

Therefore, there are times when even a simple input is enough for it to reference and retrieve data, while other times, even with detailed instructions, it fails to generate the formula. I believe that the more you work with Copilot, the easier it becomes to create formulas efficiently.

Next Posting

2024.09.08 - [Copilot] - Copilot in Excel: Useful Prompt (4). Add Columns (Multiple columns) (English)