Copilot Tip of the Week: Microsoft Copilot Features in Excel

Microsoft Copilot

In this Copilot “Tip of the Week,” AI Expert Aaron Back dives into a few of the Copilot features that are available inside Excel.

This episode is sponsored by Community Summit North America, the largest independent gathering of the Microsoft Business Applications ecosystem, taking place Oct. 13-17, 2024, in San Antonio, Texas. Register today to connect with thousands of users across the Microsoft business applications ecosystem at the for user, by user event. 


00:30 — Currently, Copilot can only analyze data that’s inside of an Excel table. If you’re sheet only has rows and cells, it needs to be converted to a table in order for Copilot to function. For the purposes of the example, Aaron downloads an example Excel file from Microsoft.

01:10 — Aaron opens the file and notes where the Copilot panel is located, before highlighting a few prompts to get users started. He asks Copilot to analyze the data based on a specific question he asked.

02:16 — Copilot generates two outputs based on the question — one directly in the Excel table, and one in the form of a “text response.” He continues to ask follow up questions and explains Copilot’s output.

03:53 — Lastly, Aaron shares a few helpful tips when working with Copilot in Excel:

  • Ensure your data is in the form of a table
  • Carry on a conversation with Copilot — ask follow up questions
  • Add Copilot outputs to a new Sheet

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