Getting Started with Copilot in Excel

Microsoft Copilot in Excel

James Chapman

AI Curriculum Manager, DataCamp

Meet your instructor...

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Microsoft Copilot in Excel

What is Copilot in Excel?

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  • Copilot → productivity companion across MS apps
Microsoft Copilot in Excel

What is Copilot in Excel?

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  • Copilot → productivity companion across MS apps
  • Copilot in Excel = AI built into Excel
  • Generate data, explain formulas, perform analyses

 

Goal → Augment your existing Excel workflows to boost productivity

Microsoft Copilot in Excel

Chatting vs. Doing

  • Chat (in Excel) = ask for guidance and explanations

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  • Agent Mode = act to edit and create data and charts directly in the workbook

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Microsoft Copilot in Excel

OneDrive to rule them all!

<screencast>Save a new workbook to OneDrive and show the Copilot icon appearing on the Home ribbon.</screencast>

Microsoft Copilot in Excel
Microsoft Copilot in Excel
Microsoft Copilot in Excel

Let's practice!

Microsoft Copilot in Excel

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