Microsoft Copilot in Excel: Here's How to Use It

[@LisaCrosbie]

Connect with me: ☕ Buy me a coffee: www.buymeacoffee.com/lisacrosbie 🦉 Learn more about AI: aka.ms/learnwithlisa 🖇 LinkedIn: www.linkedin.com/in/lisa-crosbie/ 📼 TikTok: www.tiktok.com/@lisa.crosbie 🐦 X (Twitter): twitter.com/LisaCrosbie 📚Take my LinkedIn Learning Course: Microsoft Power Platform Fundamentals (PL-900) Exam: Power Apps www.linkedin.com/learning/microsoft-power-platform-fundamentals-pl-900-cert-prep-power-apps/

[@DeloresSteppler-y7c]

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[@priscillajuranitch]

You're amazing. One observation: mastering the art of crafting AI prompts for various scenarios is among the most valuable skills one can possess. I often found myself pausing the video repeatedly just to scrutinize your prompt entries closely. While it may seem trivial, it's truly one of the most beneficial skills to refine when utilizing this tool. Therefore, it would be greatly appreciated if you could place a bit more emphasis on displaying your prompts before proceeding further. Looking forward to more of your tutorials. Cheers

[@jasbirkooner7185]

thanks so much Lisa for this great video - exactly what I was looking for!

[@bhuns57]

I have a serious case of "old" going on! I haven't used Excel for decades, but this will be very helpful. You have done an excellent job of explaining it. Thank you. My next step is learning this to help me perform correlations and convolutions. Any suggestions would be appreciated.

[@AndyHuneycutt]

Nice explanation, Lisa! 👏👏👏

[@anthonyrodighiero723]

Great video Lisa, thank you for sharing! By any chance can you make this spreadsheet available for download?

[@dumb400]

Thanks Lisa. Does it have functionality to analyse unstructured data that might be in a column? For example highlight themes in a list of complaints or customer questions? Or sentiment analysis?

[@tolispanas4461]

When you rely on cloud based AI like copilot in the name of saving valuable time or avoiding burnout, you generally sacrifice an overall control over both data security and privacy and hosting providers , microsoft in this example, often use analytics and tracking mechanisms of your business data and that way they r always ahead of any innovative and prosperous projects of yours

[@craigdgriffiths6206]

How do you know?

[@tolispanas4461]

Reply to @craigdgrffiths6206: It's the everlasting principle in life my friend: 'the big fish eats the small.' Now, huge corporations are perfecting their eternal wish to conquer the world's business with the help of AI. They lure their prey-mid-sized and super innovative businesses-under the guise of helping them with repetitive tasks to increase productivity. In reality, they collect everything you do on their platforms and, within seconds, run financial profit simulations. If they see a big prosperous opportunity, they quickly set up a commercial site or app with your idea before you can even start the copyright process. You always end up coming late, staying in your little corner, and working hard for them

[@rwhite9511]

Lisa, you did a great job getting me started with Copilot in Excel. Do you have additional Copilot in Excel videos or plans for additional training?

[@LisaCrosbie]

Once it’s out of preview or when more features are added I will most likely do more on it, yes.

[@l0bos0lo]

Love it, great work, really so helpful, keep at it, you’re helping so many people!

[@DanielChristian19]

Awesome. Thanks Lisa!

[@carmscaffidi]

This is AMAZING @LisaCrosbie thanks!

[@impactfulnesslab]

excellent explanation, thank you!

[@oliverrossi5013]

Hi Lisa, does it allow users to record the steps/prompts and results generated by the copilot and save it as a macro for future use? Like a person has to do the same steps for some monthly reporting etc.

[@LisaCrosbie]

That isn’t part of Copilot for Excel but the new AI recording for desktop flows (Power Automate) just announced at Build would most likely be the right solution there.

[@davidtguitar]

Thanks for the video! exactly this i was looking for :) Will you do updates as new features comes by?

[@LisaCrosbie]

Yes I’m working on a new video for Copilot in Excel, there are new features since I made this.

[@johnkelly393]

@lisaCrosbie your content is awesome, thank you for sharing. I'd love to know if it's possible to do the following in excel? If I have multiple tabs, one of which is my master and contains questions in column A and model responses in column B can I use that as my baseline to fill out another tab where questions in column A may be worded differently but subject matter is broadly the same. Is that even possible?

[@xt3708]

thank you, awesome video. can I trust the data it presents? if it's not a calculation

[@LisaCrosbie]

With anything AI you should always check the references and results, I would never 100% take what AI gives me without checking.

[@xt3708]

@@LisaCrosbie for sure. For data analysis, it presents a big problem, how to verify correctness in anything meaningful with lots of rows means checking it, and does checking it make the task longer.. tbd

[@ritahernandez7637]

Can you share tips to do cloud words in excel using copilot tool?

[@LisaCrosbie]

That's not something Copilot in Excel can do at this stage.

[@LeoKukral]

Game Changer :D

[@digivod6897]

Can I use multiple prompts at one time? Will that give multiple pieces of content and analysis in one go?

[@pravinvenkatraman3168]

Can it tell me how many duplicate entries are there in the table and which are those?

[@trucsetastucesia]

Thanks for the tips!

[@zikarisg9025]

Hmn, was watching this since my company is rolling out Copilot for users. This seems pretty useless, everything done by the copilot here I an experienced user could have done with 1 to 2 clicks. Is there any benefit for advanced excel users, can it do dynamic controls and slicers?

[@LisaCrosbie]

If you’re an experienced Excel user most of this stuff will be easy for you. This Copilot is most helpful for users who are less familiar with formulas and conditional formatting and pivot tables (which honestly is a lot of people!). Have a look at the Copilot with Python in Excel for more advanced stuff (I haven’t done a video on that yet).

[@beardenbob6567]

Always helpful Lisa, thanks. As a side-rant, I can't understand why you, as a valuable member of the MS community, promoting and teaching the use of their tools, had to PAY for this feature to learn/have access to/teach it.

[@LisaCrosbie]

Thanks - and yeah, don’t get me started on access to licenses, indeed!

[@MuhammadAhmedMuddie]

I cannot use Copilot in the app for Excel like I can for Word and powerpoint. I can only utilise Excel on the browser. Help?

[@LisaCrosbie]

Try going into the file menu, then choose account, and you will see an option to “update license”. Then restart Excel.

[@MuhammadAhmedMuddie]

@@LisaCrosbie sadly, I can't see “account” in the file drop-down menu… 😔 do I have to do that on the browser version of Excel?

[@squareggs]

I think in 6 months it will be a game changer but at the moment like everything else it gets better with time.

[@LisaCrosbie]

You’re right, it’s still early days.

[@abhilashthombare]

how to get copilot in excel?

[@LisaCrosbie]

You need to buy a Copilot Pro or Copilot for Microsoft 365 License.

[@jeffvoigt84]

This is all fairly basic work. More useful for a beginner in excel.

[@LisaCrosbie]

You're right, it's definitely most benefit to users who need support with the basics - but there are a LOT of people who don't know how to create formulas, use conditional formatting, create pivot tables etc

[@charlestoneoyoo]

Great explanation thank you so much!