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“What’s going on in this workbook?” is a fair question. Copilot in Excel helps answer it.
My favorite Excel Copilot prompt is "What is this workbook about?" I get workbooks shared with me all the time. When I don't have a lot of context on one, this is often the easiest way to get oriented. Way faster than clicking through every tab.
More model choice with Claude Sonnet 5 in Microsoft 365 Copilot. Now available in Copilot Cowork and PowerPoint, Sonnet 5 helps tackle complex, multi-step work by planning, reasoning, and creating across documents, spreadsheets, and presentations. Combined with Work IQ, Copilot delivers results grounded in your organization's context. Try it now: https://msft.it/6042vQyJ2
Microsoft 365 reposted this
When I was a kid, I loved watching Cheers. I was intrigued by how the bar “where everybody knows your name” created the feeling of a shared experience in which each character is distinct. When Norm walked in and sat in his seat at the corner of the bar, everything around him fell into place. Decades later, that moment of care and anticipation encapsulates the feeling we have tried to capture with Copilot’s redesign. As in that Boston bar, we want it to be a tool that knows how to make people feel seen, met, and known. Read a post from Laura Clark and me about how we worked to create that feeling: https://lnkd.in/gMs9fyjK
Today we rolled out Personalization, a tool you can use to set preferences once and have Copilot in Excel apply them consistently, while workbook rules capture structure, naming, and formula conventions as a sheet in the workbook that follows the file.
If you’ve ever found yourself telling Copilot, “That’s not how we build spreadsheets,” this update is for you. Copilot in Excel now supports Personalization and workbook rules, making it easier to get results that align with the way you work. With Personalization, you can set your preferences once and have Copilot apply them consistently across your work. Workbook rules let you capture your team’s structure, naming conventions, and formula patterns directly in the workbook, so Copilot can follow them as it helps you build and edit. The goal is simple: less time repeating instructions and more consistent, reliable results. Learn more about Personalization: https://lnkd.in/grdR7se9 Learn more about work rulebooks: https://lnkd.in/gkmrpSBC
Organizations are using Microsoft 365 Copilot to create agents to accelerate medical breakthroughs, combat childhood poverty, and support underserved families. This is AI for good. Read more about how organizations are using AI to make the world a better place at https://msft.it/6045vUaqV
A new way for finance teams to package repeatable workflows and scale their expertise across workbooks is now generally available in Excel. Create skills that reflect your team’s workflows and let Copilot apply that expertise to common finance tasks, from analysis to reporting.
Today we’re bringing skills to Copilot for Excel, giving teams a new way to scale their expertise across every workbook. Read more: https://lnkd.in/gVZFdCiN
Microsoft 365 reposted this
We didn't build Copilot in Excel for finance in a lab. We tested it against real workflows used every day across Microsoft Finance, from FP&A and accounting to tax, compliance, and treasury. Today we're making Copilot in Excel even better for finance teams through skills, financial data connectors, and improved control over outputs. Learn more at https://lnkd.in/gDzXXScN.
Microsoft 365 reposted this
Finance teams hold software to a high bar. Every number has to trace back, every change has to be explainable, and the data has to come from a source you trust. We've been building Copilot in Excel against that bar with our own Microsoft Finance team. Today we're announcing four new capabilities of Excel Copilot. Skills: a SKILL.md file in OneDrive. Open-standard markdown that defines how Copilot runs a workflow. Same pattern Excel has bet on for two decades. Financial data connectors expanded to FactSet, Morningstar, PitchBook, CB Insights, Daloopa, and S&P/Kensho, joining LSEG and Moody's from May. Personalization and workbook rules so Copilot follows your standards. Rules live as a sheet in the workbook and travel with the file. Plan with Copilot, plus Copilot edits attributed in Show Changes. The agent works alongside you in the same surface you'd use with another analyst. Tested in real workflows across Microsoft Finance: FP&A, accounting, tax, compliance, treasury. https://lnkd.in/gRwbgfH2
