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Use Excel Copilot AI to Automate Your Spreadsheet with the New Edit/Plan Feature

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Author: | Edits: don

In this tutorial, I'll show you how to use the new Plan and Edit modes in Microsoft Excel Copilot to analyze your data, suggest the best way to visualize it, create reports, build charts, and even generate a dashboard for you automatically.

In this video, you'll learn:

  • What Plan Mode does in Excel Copilot
  • How Edit Mode can make changes directly in your workbook
  • How to create PivotTables with AI
  • How to generate charts automatically
  • How to build dashboards faster in Excel
  • How to use natural language prompts with your data
  • Practical ways to use AI in Excel for reporting and analysis

If you work with data, reports, dashboards, or business analytics, this is one of the most powerful new features available in Microsoft Excel and Microsoft 365 Copilot.

If you'd like to learn more about automating Excel, check our Excel Automation Courses.

I hope you enjoy the video! :)

Don

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Excel Version: Excel 365
Downloadable Files: Project File

Download Project File

Follow along with the tutorial by downloading the files used in it. (Completely Free)

Phone number is optional - we use it to send course discounts and weekly updates via SMS.

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Tutorial Details
Excel Version: Excel 365
Downloadable Files: Project File

Download Project File

Follow along with the tutorial by downloading the files used in it. (Completely Free)

Phone number is optional - we use it to send course discounts and weekly updates via SMS.

SMS Terms ▾
By submitting this form, you agree to receive recurring automated marketing text messages from TeachExcel at the mobile number provided. Consent is not a condition of any purchase. Msg frequency varies. Msg & data rates may apply. Reply HELP for help or STOP to cancel at any time.

View our Privacy Policy | Terms of Use
Excel VBA Course
Excel VBA Course - From Beginner to Expert

200+ Video Lessons
50+ Hours of Video
200+ Excel Guides

Become a master of VBA and Macros in Excel and learn how to automate all of your tasks in Excel with this online course. (No VBA experience required.)

View Course