Use Microsoft Copilot in Excel with a screen reader

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This module introduces Microsoft 365 Copilot in Excel and demonstrates how to use it with a screen reader to understand data, build and edit workbooks, and analyze information. It explains how to access Copilot, choose between different modes, ask questions about existing workbooks, and create content by describing what you want.

It also covers using Copilot to create tables, formulas, charts, PivotTables, and dashboards, work with files and custom skills, personalize Copilot, and verify changes and results.

To use Copilot in Excel, you need an eligible Microsoft 365 or Copilot subscription. Your workbook must be stored in OneDrive or SharePoint in a supported Excel format, and calculation mode, connected experiences, and your Office update channel must meet the requirements for Copilot.

Note

To access the transcript for this training, go to Microsoft Copilot in Excel for Microsoft 365: A tutorial for screen reader users. To download the audio recording of this training, go to Copilot in Excel with a screen reader.

In this module, you learn how to:

  • Use Copilot to understand and analyze an existing workbook.
  • Choose Chat only, Plan, or Allow editing modes.
  • Create and edit workbooks by describing what you want.
  • Use Copilot to create formulas, tables, charts, PivotTables, and other workbook content.
  • Reference files and use skills and personalization to customize how Copilot works.
  • Review and verify Copilot's changes and results.

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