How do I use Copilot in Excel?
Short answer: Copilot in the desktop Excel app comes with a Microsoft 365 plan (Personal, Family owner, Premium or a business plan with Copilot). Open your workbook, open Copilot, and describe your columns, the goal and the period. Always test the formula on a few rows.
- Sign in to Excel with the account that has the Microsoft 365 plan (work files: work account).
- Open the workbook and the Copilot pane.
- Name your columns and goal, e.g. the prompt below.
- Ask it to explain each part of the formula.
- Check the result on 3 rows by hand.
I have columns Date, Rep and Amount. Give me a formula for total Amount per Rep for March 2026, and explain each part. Then tell me how to test it on 3 rows.Related questions
Do Family members get Copilot?
No. Microsoft says the AI features in Microsoft 365 Family are for the subscription owner only.
How much is Microsoft 365 Personal?
$9.99/month or $99.99/year (Microsoft).
Where these facts come from
- microsoft.com Copilot for individuals: personal plans and prices
- Copilot business pricing: business plans and Copilot Credits
- support.microsoft.com/copilot: help (reachable)
Checked Oct 29, 2026. Plans change, so confirm on the official page before you pay.
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