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Copilot in Excel helps you do more with your data by generating formula column suggestions, showing insights in charts and PivotTables, and highlighting interesting data.
Tip For more great ideas on using Copilot in Excel, check out the Excel blog at http://aka.ms/ExcelCopilotBlog.
Open Excel.
Open a workbook stored on OneDrive or SharePoint.
Important Your data needs to be formatted in specific ways (see Format data for Copilot in Excel).
Select Copilot on the ribbon to open the chat pane or select a cell, then select the Copilot icon next to it.
​​​​​​​Enter your prompts (or select a prompt if you selected the icon next to a cell), then start working with Copilot.
Here are some samples to get you started:
• "Create a bar graph showing the sales growth between Q2 and Q3."
• "Bold the top 3 values in Annual Sales."
​​​​​​ • "Add a new column showing the percentage difference between column A and column C."Note Accessing Copilot from the icon next to a cell not only allows a better flow for the work you're doing, but it helps you discover prompt options so you can gain expertise quickly. The prompts you see may vary.
Explore more Copilot prompts.
Cooking up a great prompt: Getting the most from Copilot
Having great, clear, prompts will get you better results with generative AI like Microsoft Copilot. This article gives you a clear 3-step guide on making your prompts better.
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Copilot prompting involves crafting effective prompts to get the best responses from AI tools like Microsoft Copilot. Prompts are essentially instructions that guide Copilot to perform tasks such as creating, summarizing, editing, or transforming content. Here are some key principles and tips to enhance your Copilot prompting skills:
Key Principles
Clarity and Context: Use clear and concise language, similar to how you would communicate with an assistant. Provide context to help Copilot understand your request better. For example, instead of saying, "Write a blog post," you could say, "Craft a 1500-word blog post for a general audience interested in sustainability, focusing on the significance and benefits of sustainable agricultural practices like organic farming and agroforestry. Include real-world examples, innovative technologies, and insights from reputable sources. Conclude with a reflection on the importance of these practices and a call for collective efforts to embrace them"2.
Structure and Order: The order of instructions in your prompt can impact the response. Later parts of a prompt are often emphasized more. Experiment with different orders to see what works best. For instance, you can structure your prompt as context-example-instruction: "Meditation has been a practice for centuries and is known for reducing stress. Mindfulness meditation, for example, has shown positive effects on mental health. Given this, craft a blog post outlining the benefits of meditation"2.
Positive Instructions: Copilot responds better to positive instructions. Instead of telling Copilot what not to do, focus on what you want it to do. For example, use "if-then" instructions to guide the AI effectively2.
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