Getting Started

Ribbon

Home Tab
Appears on all tabs on the LHS

Options

Task Pane

Add sources, skills and more -

Different Modes

Allow Editing - can edit your workbook directly
Plan - propose a plan before editing
Chat Only - discuss ideas and ask questions

Different Models

Claude -
GPT -

Personalisation

Chatting

Start a new chat
To access a previous chat, select the Open Navigation Panel

Built-in Skills

Copilot has built-in skills for workbook formatting, financial modelling and other common tasks.

Rules Worksheet

Open a workbook you are very familiar with and save a copy to
C:\Temp\Copilot\

prompt - Create a Rues worksheet based on the formatting already in this workbook.

SS - building the .Rules worksheet

prompt - Can we add a rule saying "Prefer to use XLOOKUP instead of VLOOKUP"

This has been added underneath workbook Usage Rules

Example 1 - Exchange Rates

prompt - Search the web for a table of countries and their exchange rates, against USD

prompt - Can we change the country exchange rates table to use the STOCKHISTORY worksheet function so this table stays up to date.

prompt - Please remove the "Rate date" column

prompt - What is the formula in the "Units per USD" column doing, it looks very complicated

prompt - Can you add a new worksheet and display charts for the past 14 days for EUR, GBP, JPY and AUD

Example 2 - Shared Workbook

we can catch up on changes made to a shared workbook
It can only report on changes that are available in a workbooks change history
Review Tab - Show Changes