The hidden settings that make Excel Copilot ACTUALLY Work

Download Project Files
Author:

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:

  • Microsoft Excel Copilot
  • Copilot personalization
  • Custom AI instructions in Excel
  • Excel AI rules
  • AI-powered dashboards
  • Microsoft 365 Copilot
  • Prompt engineering for Excel AI
  • Excel productivity tips
  • Artificial intelligence in spreadsheets

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

I hope you enjoy the video! :)

Don

Download the Project Files

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


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)

Question? Ask it in our Excel Forum


Excel VBA Course
Excel VBA Course - From Beginner to Expert

200+ Video Lessons 50+ Hours of Instruction 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

Similar Content on TeachExcel
Filter Data to Show Only the Bottom 10 Items in Excel - AutoFilter
Macro: This Excel macro filters a selection of data in order to display only the bottom 10 items ...
Filter Data to Show the Bottom X Percent of the Data Set in Excel - AutoFilter
Macro: This free Excel macro filters data to display the bottom X percent of the data set in Exce...
Filter Data to Show the Top 10 Percent of the Data Set in Excel - AutoFilter
Macro: This Excel macro filters a set of data in Excel to display only the top 10 percent of that...
I use this one trick to get Copilot to actually work in Excel
Tutorial: In this tutorial, I'll show you a better way to use AI in Excel by using Plan Mode to bui...
Use Excel Copilot AI to Automate Your Spreadsheet with the New Edit/Plan Feature
Tutorial: In this tutorial, I'll show you how to use the new Plan and Edit modes in Microsoft Excel...
Filter Data in Excel to Show Only the Top X Percent of that Data Set - AutoFilter
Macro: This Excel macro filters a set of data in Excel and displays only the top X percent of tha...
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)

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