Get started with Copilot in Excel
Microsoft Copilot in Excel helps you do more with your data in Excel tables by generating formula column suggestions, showing insights in charts and PivotTables, and highlighting interesting portions of data.
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Open Excel in Microsoft 365.
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Open a workbook stored on OneDrive or SharePoint.
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Select Copilot on the ribbon to open the chat pane.
Note: You’ll need to have an Excel table that includes data and select a cell within the table before using Copilot. Not sure how? See “Quickly turn a range of cells into an Excel table.”
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Enter your prompts and start working with Copilot.
Here are some samples to get you started:
• "Create a bar graph showing the sales growth between Q2 and Q3."
• "Add a new column showing the percentage difference between column A and column C."
Learn more about creating effective prompts at Copilot Lab.
Quickly turn a range of cells into an Excel table by following these steps:
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Select the cell or the range in the data.
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Select Home > Format as Table.
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In the Format as Table dialog box, select the checkbox next to My table as headers if you want the first row of the range to be the header row.
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Select OK.
Now, explore how Copilot for Microsoft 365 can help you by using the prompt starters found above the text box.
To learn more about Excel tables and how to create them, see Create a table in Excel.
Tip: Copilot will only work on files that are stored on OneDrive or SharePoint. If you can’t select the Copilot button in the ribbon, try saving the file to the cloud first.
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