"Microsoft has woven its generative AI technology throughout Microsoft 365, the company's productivity suite. Its Copilot AI assistant is most often used in M365 apps for text-oriented actions, such as generating email or document drafts in Outlook or Word, or writing summaries of Teams meetings. In Excel, of course, Copilot's primary uses lean toward calculations and data analysis. It can also help you style or edit a spreadsheet."
"Copilot AI tools are available in the Excel web and desktop apps. The cheapest way for individuals to get them is to subscribe to a Microsoft 365 Personal plan for $10 per month. A free first-month trial is available. Copilot tools for Excel are not included with Microsoft 365 business plans; to get them, your company has to subscribe to a separate Microsoft 365 Copilot plan."
"For Copilot to perform actions to your spreadsheet, it must be an .xlsx file and stored in your OneDrive or SharePoint. AutoSave must be turned on if you're using the Excel desktop app. The data in your spreadsheet should be organized in a table. This isn't absolutely required, but Copilot will likely provide better results. If there's data in your spreadsheet that's not in a table, select the cells, and then select Insert > Table on the ribbon toolbar above your spreadsheet."
Copilot integrates generative AI across Microsoft 365 and supports text tasks in apps like Outlook, Word, and Teams. In Excel, Copilot focuses on calculations, data analysis, styling, and editing spreadsheets. Copilot is available in Excel web and desktop apps for subscribers, with Microsoft 365 Personal ($10/month) for individuals and separate M365 Copilot plans for organizations. Spreadsheets must be .xlsx files stored in OneDrive or SharePoint with AutoSave enabled for desktop use. Organizing data as a table improves Copilot's results. Users interact with Copilot via the Copilot icon and sidebar in Excel.
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