I use this one trick to get Copilot to actually work in Excel

Download Project Files
Author:

In this tutorial, I'll show you a better way to use AI in Excel by using Plan Mode to build one powerful master prompt. Instead of guessing what to ask Copilot, you'll use Copilot itself to think through the task, organize the steps, identify what matters, and turn everything into a clear prompt that actually works.

This is the trick that makes Excel AI much more useful, whether you are a beginner, intermediate Excel user, or advanced spreadsheet user trying to save time.

In this tutorial, you'll learn:

  • How to use Plan Mode in Copilot for Excel
  • How to make Copilot think through the task step by step
  • How to turn Copilot's plan into one master prompt
  • How to get better AI results in Excel
  • How to make Copilot responses more accurate and useful
  • How to make AI-generated results easier to read and manage

This is useful for:

  • Beginners who do not know exactly what to ask Copilot
  • Intermediate users who want cleaner, faster results
  • Advanced Excel users who want better prompts for complex tasks
  • Anyone using Copilot for Excel to analyze data, build reports, summarize information, or improve spreadsheet workflows

This tutorial shows a practical way to make Copilot in Excel work better.

Follow TeachExcel for more Microsoft Excel tutorials covering Copilot, Excel AI, formulas, dashboards, data analysis, automation, PivotTables, Power Query, and Microsoft 365 productivity.

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
Input Form to Get Data and Store it in Another Tab in Excel
Tutorial: How to make a user input form in Excel and have the data stored on another worksheet at th...
Pass Values from One Macro to Another Macro
Tutorial: How to pass variables and values to macros. This allows you to get a result from one macr...
Activate or Navigate to a Worksheet using Macros VBA in Excel
Tutorial: Make a particular worksheet visible using a macro in Excel. This is called activating a wo...
Easy Way to Manage Names in Excel
Tutorial: How to manage Names in Excel so they are easy to view and change as needed. This is a li...
How to Create and Manage a Chart in Excel
Tutorial: In this tutorial I am going to introduce you to creating and managing charts in Excel. Bef...
Macro to add a New Line to Message Box Pop-up Windows in Excel
Macro: This is a very simple Message Box, pop-up window, macro for Excel that illustrates how to ...
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