How to use Copilot Pro AI to generate formulas and analyze data in Excel

Person typing on laptop with charts and graphs

At $20 per month, Microsoft's Copilot Pro integrates with Microsoft 365 to bring its AI-powered abilities to different apps in the suite. People who use Excel can use Copilot Pro to convert data into a table, create formulas, analyze data, sort and filter information, generate charts, and more. Here's how this approach works.

First, you'll need a subscription to Microsoft 365 Personal or Family. Priced at $70 per year, the Personal edition is geared for one person using as many as five devices. At $100 per year, the Family edition is designed for up to six people on as many as five devices. The core apps in the suite include Word, Excel, PowerPoint, Outlook, and OneNote.

Also: How to use Copilot (formerly called Bing Chat)

Second, you'll need a subscription to Copilot Pro if you don't already have one. To sign up, head to the Copilot Pro website. Click the Get Copilot Pro button. Confirm the subscription and the payment. The Pro version will take effect next time you use Copilot on the website, in Windows, or with the mobile apps.

Third, to use Copilot in Excel, you must meet certain conditions. Your Excel files must be saved in the .xlsx or .xslm format, while the data must be formatted as an Excel table (I'll show you how to do that). Also, you can't work with local files; your spreadsheets must be stored in OneDrive or Microsoft 365 SharePoint, and AutoSave has to be enabled.

How to use Copilot Pro AI for Excel

In response, Copilot creates the formula. Review the formula to make sure it looks right. If so, hover over the button for Insert column to preview the column and then click Insert column to add it to the sheet:

Click one of the suggested requests or enter one of your own. For example, you can ask Copilot to provide insights into particular data. Depending on the data, you can also insert a pivot table or chart to visualize specific values and information:

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