From Data to Insights: Using Copilot in Excel

Microsoft Copilot supercharges Excel with AI, making it easier to analyze data, generate insights, and automate tasks. Here’s how to get started and try a feature that will change the way you work with spreadsheets.

How to Enable Copilot in Excel

1. Check Your Subscription and License

   • Ensure you have an eligible Microsoft 365 subscription (such as Business Standard, Business Premium, Business Basic, Apps for business/enterprise, E3, or E5).
   • You must also have a Microsoft 365 Copilot add-on license assigned to your account. This add-on is purchased separately and is required for Copilot features in Excel.
   • Learn more about Microsoft 365 Copilot licensing requirements

2. Update Microsoft Excel

   • Open Excel and go to File > Account > Update Options > Update Now to ensure you have the latest version.

3. Sign In

   • Use your Microsoft 365 account credentials to sign in to Excel.

4. Look for the Copilot Icon

   • Once enabled, you’ll see the Copilot icon (a sparkle or Copilot logo) in the Excel ribbon, usually on the Home tab.

Copilot Feature: Instantly Analyze Your Data

With Copilot, you can get instant insights from your data with a simple prompt:

1. Click the Copilot icon in the ribbon.
2. In the Copilot panel, type a prompt like:

   "Summarize the key trends in this sales data and suggest three actionable insights."

3. Copilot will analyze your selected data and generate a summary, trends, and recommendations—right inside your spreadsheet.

Pro Tip:

• You can ask Copilot to create formulas, generate charts, or explain complex data. Just select your data, click Copilot, and describe what you need.

Copilot in Excel is your new data sidekick—helping you turn numbers into knowledge, fast. Try it out and see how it transforms your workflow!