Copilot in Excel
Copilot in Excel
Prerequisites
- The file is stored in OneDrive or SharePoint and AutoSave is on.
- Data is formatted as a table (Home → Format as Table) or a clean range with a header row.
What Copilot in Excel can do
graph TD
D["Data table"] --> Q["Questions<br/>Which branch grows fastest?"]
D --> F["Formulas and columns<br/>variance %, estimate at completion"]
D --> H["Highlighting<br/>conditional formatting"]
D --> P["PivotTables<br/>and charts"]
D --> A["Advanced analysis<br/>Python, trends, forecast"]
D --> C["Data cleanup<br/>duplicates, typos"]
| I want… | Example prompt |
|---|---|
| an overview | “Summarize the key findings from this data in 5 points.” |
| a new column | “Add a column Estimate at completion = Actual cost / Completion.” |
| to highlight | “Highlight in red the projects where the estimate exceeds the budget by more than 10 %.” |
| pivot + chart | “Create a PivotTable of revenue by branch and year and add a column chart.” |
| a trend | “How does revenue of the Košice branch develop compared to the others? Show a chart.” |
| deep analysis | “Do an advanced analysis with Python: …” / Agent Mode / Analyst agent |
Check the numbers
Ask Copilot to show the formula or the steps behind a number. For important figures do a one-click check (sum, filter).