Copilot for Microsoft Excel

Introduction to Microsoft Copilot

Nia Joseph

AI Product Builder, Microsoft

Copilot in Excel

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Where is Copilot in Excel?

Screenshot of Excel worksheet with the Copilot icon highlighted.

Where is Copilot in Excel?

Save file in OneDrive or SharePoint to use Copilot.

Screenshot of Excel worksheet with auto-save highlighted.

Organize Data into tabular format

The data needs to be in table format

Identify insights

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Identify trends
Find outliers
Provide statistical summaries

Identify insights

An open Excel document showing data for clothing products and a Copilot chat open on the side with a user asking to show data insights.

Create charts and visualizations

An open Excel document showing charts created with Copilot.

Use formula suggestions

An open Excel document showing data for clothing products and a Copilot chat open on the side with a user prompting to calculate the average marketing spend per product on the current sheet

Use formula suggestions

An open Excel document showing data for clothing products and a Copilot chat open on the side with an output of the formula

Convert data

An open Excel document showing data for clothing products and a Copilot chat open on the side with a user asking to convert values to euros.

Sort data

An open Excel document showing data for clothing products and a Copilot chat open on the side with a user asking to sort on the Year column.

Let's practice!

Introduction to Microsoft Copilot