Utilizing MS Copilot Features in Excel for Enhanced Productivity

How to Use MS Copilot in Excel: Getting Started

Step 1: Open Excel

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Step 2: Ensure you’re logged into the Microsoft account associated with your Copilot Pro license. Check the name and profile picture in the top right corner. If incorrect, click the name/picture and select Sign in with a different account.

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Step 3: Find the Copilot symbol under the Home tab, located in the top right, beneath your account name and picture.

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Step 4: Click the Copilot symbol to open the Chat panel where you can enter commands.

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How to Use MS Copilot in Excel for Various Tasks

MS Copilot can streamline various tasks within Excel. Here are some examples:

  • Get Data Insights: Ask Copilot to analyze your dataset for insights by typing your request in the Chat panel.
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  • Split Columns: Request to split columns, such as separating full names into first and last names by typing, “Split the name column into first and last name.”
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  • Add Email Addresses: If you have a naming structure, like firstname.lastname@companyname.com, ask Copilot to generate email addresses from names by specifying the structure in plain English.
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  • Count Rows or Columns: Simply ask Copilot how many rows or columns match specific criteria, and it will generate a SUMPRODUCT formula for you.
  • Highlight Empty Cells: Request Copilot to identify any cells without values. It may suggest reviewing formulas that did not yield results.
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Troubleshooting

If you don’t see the Copilot symbol upon opening Excel, follow these steps:

  1. Verify your account details in the top right corner.
  2. If details seem accurate, log into your Microsoft Account via the MS website.
  3. Navigate to My Microsoft Account, then Services & Subscriptions.
  4. Confirm that Copilot Pro is among your subscriptions; if not, sign up for it.
  5. If you have a Copilot Pro subscription, try uninstalling and reinstalling Excel.

With the correct subscription and updated apps, accessing Copilot in Microsoft Excel should be straightforward.

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