In this tutorial, you'll learn how to use the new personalization and custom rules features in Microsoft Excel Copilot AI to get dramatically better results. I'll show you how to customize Copilot in Excel so that it understands your preferences, follows your instructions automatically, and creates more useful outputs every time you use it.
We'll start by creating an AI-powered dashboard in Excel using the standard Copilot workflow. Then, we'll explore the brand-new Copilot personalization features, including custom instructions and worksheet-specific AI rules that allow you to tailor Excel's AI to your exact needs.
If you've been disappointed with Copilot in Excel, these new features may completely change how you use AI in spreadsheets.
Topics covered:
If you'd like to learn more about automating Excel, check our Excel Automation Courses.
I hope you enjoy the video! :)
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