How to Use Microsoft Copilot in Excel : Microsoft Copilot in Excel is a powerful AI assistant designed to help users automate data processing, generate formulas, analyze trends, and create visuals with ease. To use Microsoft Copilot in Excel, start by ensuring your data is formatted as a table or range that Copilot can read. Launch Excel (desktop or web app), open your workbook stored on OneDrive or SharePoint, and activate Copilot via the ribbon icon. You can interact with Copilot by typing natural language prompts asking it to perform tasks such as sorting data, generating reports, creating formula-driven columns, highlighting values, or building charts. Copilot will either apply changes directly or show previews for your approval. This allows for an intuitive way to manage complex spreadsheet tasks without deep Excel formula knowledge. Copilot supports collaboration and speed, making it suitable for students, start ups, and businesses alike.
Step-by-Step Microsoft Copilot Tutorial for Beginners
- Open Excel 365 and your cloud-saved workbook (OneDrive or SharePoint).
- Activate Copilot with the Copilot button on the Home ribbon.
- Ensure your data is structured as an Excel table (Ctrl+T shortcut).
- Type commands in natural language, e.g., “Create a sales summary chart” or “Add column calculating profit margin.”
- Review Copilot’s suggestions and insert results into your worksheet.
- Use undo if results are unexpected or refine your query for more precise output.
This beginner-friendly approach eliminates manual formula entry and offers intelligent insights on data trends, making it ideal for learners and professionals.
Benefits of Microsoft 365 Copilot
Microsoft 365 Copilot integrates AI across the Microsoft 365 suite, enhancing productivity by:
- Automating repetitive tasks like email management, meeting summaries, and report generation.
- Delivering real-time grammar and style suggestions to improve content quality.
- Extracting data-driven insights and visualizations to support informed decision-making.
- Facilitating seamless team collaboration across Word, Excel, Outlook, Teams, and more.
- Offering personalized assistance that adapts to users’ preferences and workflows.
These benefits collectively empower users from different sectors students needing learning aids, businesses seeking efficiency, and startups requiring rapid content creation and analysis.
Microsoft Copilot Pricing and Plans
Microsoft Copilot comes in various subscription tiers designed to meet individual and enterprise needs:
| Plan | Target User | Pricing | Features |
|---|---|---|---|
| Microsoft Copilot (Free) | Basic users | Freemium | Limited AI features for personal use |
| Microsoft Copilot Pro | Individual users | $20/user/month | Full AI assistant features for Microsoft free apps |
| Microsoft 365 Copilot Business | Businesses | $30/user/month (annual) | AI assistant integrated into full Microsoft 365 suite |
| Microsoft 365 Copilot Enterprise | Large Organizations | $30/user/month (annual) | Advanced customization and enterprise-grade features |
| Microsoft Copilot Studio | Developers | $200/month or pay-as-you-go | Build custom AI agents |
Additional role-based Copilot agents for sales and service are available at higher prices. The Microsoft 365 Copilot plans require a qualifying Microsoft 365 license, making them well-suited for startups and businesses invested in Microsoft ecosystems.
How to Install Microsoft Copilot App
Installing the Microsoft Copilot app is straightforward for both Windows and mobile users:
- On Windows: Copilot integration often comes pre installed with Windows 11 updates or Microsoft 365 installations. Alternatively, download from the Microsoft Store or official Microsoft website and sign in with your Microsoft account. Enable Copilot with a keyboard shortcut or through the taskbar icon.
- On Mobile Devices (iOS and Android): Search for “Microsoft Copilot” in the App Store or Google Play Store. Download and install the app, then log in with your Microsoft or Microsoft 365 credentials. The app provides AI assistance on the go, linking to Microsoft 365 services for productivity tasks
FAQs
What are the key features and advantages of Microsoft Copilot in Excel for businesses?
The key features and advantages of Microsoft Copilot in Excel for businesses include automated data analysis, realThe key features and advantages of Microsoft Copilot in Excel for businesses include automated data analysis, real-time insights, formula generation, and enhanced decision-making efficiency
How can students utilize Microsoft Copilot to improve their Excel skills efficiently?
Students can utilize Microsoft Copilot to learn Excel formulas, automate repetitive tasks, and gain data insights, improving their skills quickly and effectively.
What is the process to install Microsoft Copilot app on different devices step-by-step?
To install Microsoft Copilot app, download it from the Microsoft Store or App Store, install, and sign in with your Microsoft account; on Windows, it may come pre-installed with Windows 11 and Microsoft 365 updates.
How does Microsoft 365 Copilot increase productivity and collaboration in startups?
Microsoft 365 Copilot boosts productivity and collaboration in startups by automating workflows, facilitating team communication, and generating reports and content seamlessly.
What are the costs involved in subscribing to Microsoft Copilot and its business plans?
To activate and start using Microsoft Copilot in Excel as a beginner, open Excel, ensure your workbook is cloud-saved, activate the Copilot button in the ribbon, and type simple natural language commands.
How do I activate and start using Microsoft Copilot in Excel with a beginner’s guide?
Microsoft Copilot can automate complex Excel functions and data analysis, making it a valuable tool for SEO professionals to process large datasets and generate actionable insights rapidly.
