How To Add And Use Microsoft 365 Copilot In Excel

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A new AI-powered tool called Microsoft 365 Copilot helps speed up and simplify the writing and editing of Excel spreadsheets. Although Copilot is currently in testing, Microsoft 365 members can already use it.

Microsoft 365 Copilot helps users complete a variety of tasks in Excel, including formula creation and function creation. Using Copilot in Excel can save users time and effort, and it can help them be more productive. With Copilot, users can get suggestions for formulas, functions, and charts, and they can also get insights into their data.

Copilot can also help users create more professional-looking spreadsheets and reports, and it can help them find errors and inconsistencies in their data. This guide will take you through the procedure of adding and using Microsoft 365 Copilot properly, assisting you to save time and increase productivity while working with Excel spreadsheets.

Adding Microsoft 365 Copilot to Excel

Before diving into the world of Copilot, ensure that your system meets the necessary requirements and is running the latest version of Microsoft 365. Follow these steps to enable Copilot:

  • Open the Excel application on your computer.
  • Click on the “File” tab in the Excel ribbon, then select “Options.”
  • In the Options menu, navigate to the “General” tab.
  • Look for the “Excel Ideas” section and check the box labeled “Enable Ideas” or “Use Copilot,” depending on your version of Excel.
  • Click “OK” to save the changes and exit the Options menu.

Using Microsoft 365 Copilot

Now that Copilot is enabled, let’s explore its powerful features and discover how it can revolutionize your Excel experience:

Intelligent Suggestions: As you work in Excel, Copilot will provide real-time suggestions for formulas, functions, and data manipulation. Look for a light bulb icon or suggestions in the task pane to the right of the Excel window.

Autocomplete and Assistance: Copilot leverages machine learning to autocomplete formulas and functions as you type. It can even suggest entire formulas based on your input.

Contextual Assistance: When you select a range of cells or click on a specific function, Copilot will offer context-specific suggestions, helping you make the most appropriate choices for your tasks.

Quick Formula Creation: Copilot can generate complex formulas quickly. Simply enter the desired result or describe the calculation in plain language, and Copilot will convert it into a formula.

Customization: Tailor Copilot to your preferences by accessing the Options menu in Excel. You can adjust the level of suggestions, enable or disable specific features, and fine-tune Copilot’s behavior according to your workflow.

Maximizing Microsoft 365 Copilot Usage

To make the most of Copilot’s capabilities, consider the following tips:

Active Learning: Observe and learn from Copilot’s suggestions. Over time, you will become more familiar with Excel functions and gain insights into efficient approaches to data manipulation.

Experiment and Iterate: Don’t hesitate to try different options suggested by Copilot. Explore alternative formulas or functions to refine your results and improve your understanding of Excel’s capabilities.

Understand Copilot Limitations: While Copilot is a valuable tool, it’s important to develop a solid understanding of Excel’s built-in functions and formulas. Relying solely on Copilot may limit your ability to troubleshoot or adapt to unique scenarios.

Continuous Learning: Stay updated with new features and enhancements Microsoft releases for Copilot. Regularly check for software updates to ensure you’re leveraging the latest improvements.

See also: How To Use Microsoft 365 Copilot In Business Chat


How do I activate Office 365 Copilot?

Simply toggle Microsoft 365 Copilot on any of the integrated Microsoft 365 programs, including Word, Excel, PowerPoint, Outlook, Teams, and more, to start using it. To enable the tool, locate the Copilot icon in the app’s ribbon menu and click it.

How do I enable simultaneous editing in Excel 365?

Click Share Workbook under Review. Select the Allow changes by more than one user checkbox on the Editing tab.

Is Copilot available in Office 365?

indeed it is. Your words become the world’s most effective productivity tool thanks to the combination of large language models’ (LLMs) capability, your data in the Microsoft Graph, and the Microsoft 365 apps.


Microsoft 365 Copilot completely transforms how Excel users interact with data and algorithms. You may automate repetitive processes, improve productivity, and streamline your workflows by turning on Copilot in Excel and following its smart suggestions. 

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