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


Excel Version: Excel 365
Downloadable Files: Project File

Question? Ask it in our Excel Forum


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