{"id":2408,"date":"2026-04-17T15:02:54","date_gmt":"2026-04-17T05:02:54","guid":{"rendered":"https:\/\/www.dynamicwebtraining.com.au\/blog\/?p=2408"},"modified":"2026-04-17T15:10:34","modified_gmt":"2026-04-17T05:10:34","slug":"copilot-workflows-in-excel","status":"publish","type":"post","link":"https:\/\/www.dynamicwebtraining.com.au\/blog\/copilot-workflows-in-excel","title":{"rendered":"Microsoft 365 Copilot Workflows in Excel for Web"},"content":{"rendered":"\n<p>Copilot in Excel can help you clean data, generate formulas, create visuals and summaries with natural\u2010language prompts. For each task, type a clear instruction in Copilot Chat, then apply its suggestions. Below are step-by-step workflows for Excel web with example prompts and expected results: Each example below shows a <strong>before\/after<\/strong> scenario and a prompt template you can try yourself.<\/p>\n\n\n\n<!--more-->\n\n\n\n<p> Copilot Chat in Excel web is available only if you sign in with a work or school Microsoft 365 account that has the right licenses. In practice, this means a business or enterprise subscription with Copilot enabled. Consumer (personal\/outlook.com) accounts and unpaid accounts do not have Copilot Chat. Read more about the right Copilot Licenses here <a href=\"https:\/\/support.microsoft.com\/en-us\/topic\/how-copilot-chat-works-with-and-without-a-microsoft-365-copilot-license-5810b659-fbe0-48ee-9fe6-d731fe86cdeb\">Microsoft 365 Apps Licenses<\/a> and <a href=\"https:\/\/support.microsoft.com\/en-us\/topic\/use-copilot-chat-in-microsoft-365-apps-676db5e8-9568-4bdb-bf0b-e207e29e056b#:~:text=Use%20Copilot%20Chat%20in%20Microsoft,365%20apps\">Copilot Licenses<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-h-3-font-size\">Getting Started<\/h2>\n\n\n\n<p>Copilot Chat appears as a pane in Excel. On the <strong>Home<\/strong> tab of the ribbon, click the <strong>Copilot<\/strong> icon. This launches the conversation interface where you type <strong>prompts<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"f1f0f0\" data-has-transparency=\"true\" style=\"--dominant-color: #f1f0f0;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"186\" src=\"https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-web-home-tab-copilot-icon-1024x186.webp\" alt=\"Microsoft Excel web ribbon showing the Copilot icon on the Home tab.\" class=\"wp-image-2409 has-transparency\" srcset=\"https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-web-home-tab-copilot-icon-1024x186.webp 1024w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-web-home-tab-copilot-icon-300x54.webp 300w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-web-home-tab-copilot-icon-1536x279.webp 1536w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-web-home-tab-copilot-icon-1200x218.webp 1200w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-web-home-tab-copilot-icon.webp 1890w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\"><br><em>Figure 1<\/em>: Locate the Copilot icon on the Home tab to start your AI chat.<\/figcaption><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img data-dominant-color=\"f6f6f6\" data-has-transparency=\"false\" style=\"--dominant-color: #f6f6f6;\" loading=\"lazy\" decoding=\"async\" width=\"526\" height=\"736\" src=\"https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/microsoft-365-copilot-chat-pane.webp\" alt=\"The Copilot Chat interface opened as a side pane in Excel for Web.\" class=\"wp-image-2410 not-transparent\" srcset=\"https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/microsoft-365-copilot-chat-pane.webp 526w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/microsoft-365-copilot-chat-pane-214x300.webp 214w\" sizes=\"auto, (max-width: 526px) 100vw, 526px\" \/><figcaption class=\"wp-element-caption\"><br><em>Figure 2<\/em>: The Copilot pane provides a conversational interface for data tasks.<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading has-h-3-font-size\">Merge\/Combine Worksheets<\/h2>\n\n\n\n<p><strong>1.<\/strong> Open your workbook where Sales entries for each month are stored in separate worksheets for example Sales_Jan, Sales_Feb and Sales_Mar etc.<\/p>\n\n\n\n<ol class=\"wp-block-list\"><\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img data-dominant-color=\"f4f5f5\" data-has-transparency=\"false\" style=\"--dominant-color: #f4f5f5;\" loading=\"lazy\" decoding=\"async\" width=\"715\" height=\"885\" src=\"https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-separate-monthly-sales-worksheets.webp\" alt=\"Excel workbook with multiple sheets named Sales_Jan, Sales_Feb, and Sales_Mar.\" class=\"wp-image-2411 not-transparent\" srcset=\"https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-separate-monthly-sales-worksheets.webp 715w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-separate-monthly-sales-worksheets-242x300.webp 242w\" sizes=\"auto, (max-width: 715px) 100vw, 715px\" \/><figcaption class=\"wp-element-caption\">Figure3: Organize your monthly data into separate sheets before merging.<\/figcaption><\/figure>\n\n\n\n<p><strong>2.<\/strong> Open Copilot Chat and type this Prompt: \u201cMerge Sales_Jan and Sales_Feb Insert into a new sheet. Standardize the Date column to YYYY-MM-DD. Remove duplicate rows based on the OrderID column.\u201d If Copilot does not automatically create a new sheet, simply click on \u201cInsert into a new sheet\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img data-dominant-color=\"f4f4f4\" data-has-transparency=\"false\" style=\"--dominant-color: #f4f4f4;\" loading=\"lazy\" decoding=\"async\" width=\"796\" height=\"808\" src=\"https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/copilot-prompt-merge-sheets-standardize-date.webp\" alt=\"Typing a prompt in Copilot to merge worksheets and standardize date formats.\" class=\"wp-image-2412 not-transparent\" srcset=\"https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/copilot-prompt-merge-sheets-standardize-date.webp 796w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/copilot-prompt-merge-sheets-standardize-date-296x300.webp 296w\" sizes=\"auto, (max-width: 796px) 100vw, 796px\" \/><figcaption class=\"wp-element-caption\">Figure 4: Prompt: &#8220;Merge Sales_Jan and Sales_Feb and standardize the Date column.&#8221;<\/figcaption><\/figure>\n\n\n\n<p><strong>3.<\/strong> After these steps, your merged table should match the preview above.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img data-dominant-color=\"d1e0e7\" data-has-transparency=\"false\" style=\"--dominant-color: #d1e0e7;\" loading=\"lazy\" decoding=\"async\" width=\"980\" height=\"395\" src=\"https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-merged-sales-data-preview.webp\" alt=\"Result of merged Excel worksheets with cleaned and standardized date rows.\" class=\"wp-image-2413 not-transparent\" srcset=\"https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-merged-sales-data-preview.webp 980w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-merged-sales-data-preview-300x121.webp 300w\" sizes=\"auto, (max-width: 980px) 100vw, 980px\" \/><figcaption class=\"wp-element-caption\">Figure 5: After merging, verify that your rows are clean and dates are consistent.<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading has-h-3-font-size\">Clean Data (fix spacing, case, formats)<\/h2>\n\n\n\n<p><strong>1.<\/strong> Consider a Name column with mixed case or extra spaces:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img data-dominant-color=\"f0f1f1\" data-has-transparency=\"false\" style=\"--dominant-color: #f0f1f1;\" loading=\"lazy\" decoding=\"async\" width=\"294\" height=\"533\" src=\"https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-unclean-data-mixed-case-spacing.webp\" alt=\"Excel column showing messy data with extra spaces and inconsistent casing.\" class=\"wp-image-2414 not-transparent\" srcset=\"https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-unclean-data-mixed-case-spacing.webp 294w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-unclean-data-mixed-case-spacing-165x300.webp 165w\" sizes=\"auto, (max-width: 294px) 100vw, 294px\" \/><figcaption class=\"wp-element-caption\">Figure 6: Raw data often contains spacing errors and mixed casing that needs fixing.<\/figcaption><\/figure>\n\n\n\n<p><strong>2.<\/strong> Open Copilot and Enter <strong>Prompt<\/strong>: \u201cReplace this Name column by capitalizing first letters and trimming spaces.\u201d<br><br><strong>3.<\/strong> Click on cell B2 and then click on + Add to cell.<br><br><strong>4.<\/strong> Fill down the formula.<br><br><strong>5.<\/strong> <code>Copy the column \u2192 Paste Special \u2192 Values over the original Name column.<\/code><br><br><strong>6.<\/strong> Delete the helper column.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"f9f8f8\" data-has-transparency=\"false\" style=\"--dominant-color: #f9f8f8;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"381\" src=\"https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/xcel-copilot-add-to-cell-formula-tip-1024x381.webp\" alt=\"User clicking the + Add to cell button in Excel for a Copilot suggested formula.\" class=\"wp-image-2415 not-transparent\" srcset=\"https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/xcel-copilot-add-to-cell-formula-tip-1024x381.webp 1024w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/xcel-copilot-add-to-cell-formula-tip-300x112.webp 300w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/xcel-copilot-add-to-cell-formula-tip-1536x571.webp 1536w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/xcel-copilot-add-to-cell-formula-tip-1200x446.webp 1200w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/xcel-copilot-add-to-cell-formula-tip.webp 1919w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Figure 7: Click &#8220;+ Add to cell&#8221; to apply Copilot&#8217;s suggested data cleaning formula.<\/figcaption><\/figure>\n\n\n\n<p><strong>7.<\/strong> Finally, the name column will be free from extra spaces and casing issues.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img data-dominant-color=\"e9e9e9\" data-has-transparency=\"false\" style=\"--dominant-color: #e9e9e9;\" loading=\"lazy\" decoding=\"async\" width=\"610\" height=\"584\" src=\"https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-cleaned-names-column-result.webp\" alt=\"Excel sheet showing a perfectly formatted Name column after using Copilot.\" class=\"wp-image-2416 not-transparent\" srcset=\"https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-cleaned-names-column-result.webp 610w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-cleaned-names-column-result-300x287.webp 300w\" sizes=\"auto, (max-width: 610px) 100vw, 610px\" \/><figcaption class=\"wp-element-caption\">Figure 8: The final result: professional, trimmed, and properly capitalized names.<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading has-h-3-font-size\">Formula Generation (add columns\/rows)<\/h2>\n\n\n\n<p>Copilot can auto-add calculated columns or summary rows.<\/p>\n\n\n\n<p><strong>1.<\/strong> For a sales table:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"b9d2d6\" data-has-transparency=\"false\" style=\"--dominant-color: #b9d2d6;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"388\" src=\"https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-sales-table-revenue-cost-columns-1024x388.webp\" alt=\"A sales table in Excel with Revenue and Cost columns ready for calculation.\" class=\"wp-image-2417 not-transparent\" srcset=\"https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-sales-table-revenue-cost-columns-1024x388.webp 1024w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-sales-table-revenue-cost-columns-300x114.webp 300w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-sales-table-revenue-cost-columns.webp 1030w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Figure 9: Prepare your base columns before asking Copilot to generate formulas.<\/figcaption><\/figure>\n\n\n\n<p><strong>2.<\/strong> <strong>Prompt<\/strong>: \u201cAdd a Profit column (Revenue minus Cost) in the sales table for each row.\u201d<\/p>\n\n\n\n<p><strong>3.<\/strong> <code>Copilot suggests inserting a =B2\u2212C2 formula; go to cell D1 and click on \u201cAdd to cell\u201d, now fill down the values.<\/code><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"f2f4f5\" data-has-transparency=\"false\" style=\"--dominant-color: #f2f4f5;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"318\" src=\"https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-copilot-profit-formula-generation-1024x318.webp\" alt=\"Copilot generating a profit calculation formula (Revenue minus Cost) in Excel.\" class=\"wp-image-2418 not-transparent\" srcset=\"https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-copilot-profit-formula-generation-1024x318.webp 1024w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-copilot-profit-formula-generation-300x93.webp 300w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-copilot-profit-formula-generation-1536x477.webp 1536w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-copilot-profit-formula-generation-1200x373.webp 1200w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-copilot-profit-formula-generation.webp 1919w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Figure 10: Copilot instantly creates the Profit formula (=[Revenue]-[Cost]) for you.<\/figcaption><\/figure>\n\n\n\n<p><strong>Tip:<\/strong> <em>For single-cell calculations, try prompts like \u201cCalculate the percentage increase from cell A1 to cell B1\u201d. Copilot will generate the appropriate formula (e.g. = (B1\u2013A1)\/A1) without manual typing.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading has-h-3-font-size\">Pivot Tables<\/h2>\n\n\n\n<p><strong>1.<\/strong> Turning raw data into a pivot summary is easy with Copilot. For example, with campaign budgets:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img data-dominant-color=\"abc5d1\" data-has-transparency=\"false\" style=\"--dominant-color: #abc5d1;\" loading=\"lazy\" decoding=\"async\" width=\"635\" height=\"350\" src=\"https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-raw-campaign-budget-data.webp\" alt=\"Raw data list of marketing campaigns and their respective budgets.\" class=\"wp-image-2419 not-transparent\" srcset=\"https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-raw-campaign-budget-data.webp 635w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-raw-campaign-budget-data-300x165.webp 300w\" sizes=\"auto, (max-width: 635px) 100vw, 635px\" \/><figcaption class=\"wp-element-caption\">Figure 11: Use raw campaign data as the source for your PivotTable.<\/figcaption><\/figure>\n\n\n\n<p><strong>2.<\/strong> Open the copilot chat and type the <strong>Prompt<\/strong>: \u201cCreate a PivotTable showing average Budget by Campaign Type.\u201d<\/p>\n\n\n\n<p><strong>3.<\/strong> <strong>After Copilot<\/strong>: You get a pivot table: <em>Type: Social, Email, Search with Avg Budget<\/em> per type.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"eef1f3\" data-has-transparency=\"false\" style=\"--dominant-color: #eef1f3;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"390\" src=\"https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-pivot-table-average-budget-campaign-1024x390.webp\" alt=\"PivotTable generated by Copilot showing average budget by campaign type.\" class=\"wp-image-2420 not-transparent\" srcset=\"https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-pivot-table-average-budget-campaign-1024x390.webp 1024w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-pivot-table-average-budget-campaign-300x114.webp 300w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-pivot-table-average-budget-campaign-1536x585.webp 1536w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-pivot-table-average-budget-campaign-1200x457.webp 1200w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-pivot-table-average-budget-campaign.webp 1919w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Figure 12: Summary: Average budget per campaign type generated via natural language.<\/figcaption><\/figure>\n\n\n\n<p>\ud83d\udc49 <em>Sample prompt from Microsoft for Sales Data: \u201cPivotTable with sum of sales with Month in rows and Category in columns.\u201d<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading has-h-3-font-size\">Charts<\/h2>\n\n\n\n<p>The copilot can insert charts with one simple prompt.<\/p>\n\n\n\n<p><strong>1.<\/strong> For quarterly revenue:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img data-dominant-color=\"ededed\" data-has-transparency=\"false\" style=\"--dominant-color: #ededed;\" loading=\"lazy\" decoding=\"async\" width=\"556\" height=\"341\" src=\"https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-quarterly-revenue-data-table.webp\" alt=\"Table showing revenue figures broken down by Quarter (Q1, Q2, Q3, Q4).\" class=\"wp-image-2421 not-transparent\" srcset=\"https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-quarterly-revenue-data-table.webp 556w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-quarterly-revenue-data-table-300x184.webp 300w\" sizes=\"auto, (max-width: 556px) 100vw, 556px\" \/><figcaption class=\"wp-element-caption\">Figure 13: Simple quarterly tables are perfect for generating visual charts. <\/figcaption><\/figure>\n\n\n\n<p><strong>2.<\/strong> Enter this <strong>Prompt<\/strong> in the copilot chat: \u201cCreate a column chart showing revenue by quarter.\u201d<\/p>\n\n\n\n<p><strong>3.<\/strong> <strong>Outcome<\/strong>: Copilot generates an interactive column chart \u201cRevenue by Quarter&#8221;.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"e3e7f6\" data-has-transparency=\"false\" style=\"--dominant-color: #e3e7f6;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"416\" src=\"https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-column-chart-revenue-by-quarter-1024x416.webp\" alt=\"An interactive column chart in Excel showing Revenue by Quarter.\" class=\"wp-image-2422 not-transparent\" srcset=\"https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-column-chart-revenue-by-quarter-1024x416.webp 1024w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-column-chart-revenue-by-quarter-300x122.webp 300w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-column-chart-revenue-by-quarter-1536x624.webp 1536w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-column-chart-revenue-by-quarter-1200x488.webp 1200w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-column-chart-revenue-by-quarter.webp 1919w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Figure 14: chart in Excel showing Revenue by Quarter.Click &#8220;+Add to new sheet&#8221; to insert your interactive revenue chart.<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading has-h-3-font-size\">Filter<\/h2>\n\n\n\n<p>You can get Copilot to format or filter rows to spot anomalies.<\/p>\n\n\n\n<p><strong>1.<\/strong> Given sales data:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img data-dominant-color=\"aac6d1\" data-has-transparency=\"false\" style=\"--dominant-color: #aac6d1;\" loading=\"lazy\" decoding=\"async\" width=\"544\" height=\"339\" src=\"https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-sales-data-filter-prompt.webp\" alt=\"Prompting Copilot to filter sales data for orders greater than 10,000.\" class=\"wp-image-2423 not-transparent\" srcset=\"https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-sales-data-filter-prompt.webp 544w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-sales-data-filter-prompt-300x187.webp 300w\" sizes=\"auto, (max-width: 544px) 100vw, 544px\" \/><figcaption class=\"wp-element-caption\">Figure 15: Use prompts like &#8220;Filter to show only orders over 10,000&#8221; for quick analysis.<\/figcaption><\/figure>\n\n\n\n<p><strong>2.<\/strong> Enter <strong>Prompt<\/strong>: \u201cFilter to show only orders over 10000 in Sales.\u201d<\/p>\n\n\n\n<p><strong>3.<\/strong> <strong>Result<\/strong>: Copilot will generate the table filtered to only display rows where Sales > 10000.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"f4f5f5\" data-has-transparency=\"false\" style=\"--dominant-color: #f4f5f5;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"389\" src=\"https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-filtered-sales-results-new-sheet-1-1024x389.webp\" alt=\"A new Excel worksheet containing only filtered rows of high-value sales.\" class=\"wp-image-2425 not-transparent\" srcset=\"https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-filtered-sales-results-new-sheet-1-1024x389.webp 1024w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-filtered-sales-results-new-sheet-1-300x114.webp 300w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-filtered-sales-results-new-sheet-1-1536x584.webp 1536w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-filtered-sales-results-new-sheet-1-1200x456.webp 1200w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-filtered-sales-results-new-sheet-1.webp 1914w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Figure 16: Filtering with Copilot allows you to isolate high-value data in seconds.<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading has-h-3-font-size\">Exploratory Q&amp;A<\/h2>\n\n\n\n<p>Copilot can quickly answer questions about your data, even summarizing text.<\/p>\n\n\n\n<p>For numeric analysis:<\/p>\n\n\n\n<p><strong>1.<\/strong> Open copilot chat and enter the <strong>Prompt<\/strong>: \u201cHow many customers are from Europe?\u201d<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"f7f7f7\" data-has-transparency=\"false\" style=\"--dominant-color: #f7f7f7;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"269\" src=\"https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-copilot-qa-customer-count-1024x269.webp\" alt=\"Copilot Chat returning a specific count of customers from a specific region.\" class=\"wp-image-2426 not-transparent\" srcset=\"https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-copilot-qa-customer-count-1024x269.webp 1024w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-copilot-qa-customer-count-300x79.webp 300w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-copilot-qa-customer-count-1536x403.webp 1536w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-copilot-qa-customer-count-1200x315.webp 1200w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-copilot-qa-customer-count.webp 1919w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Figure 17: Copilot can answer specific Q&amp;A about your data instantly.<\/figcaption><\/figure>\n\n\n\n<p>For text-based data (e.g. survey comments):<\/p>\n\n\n\n<p><strong>2.<\/strong> Enter the <strong>Prompt<\/strong>: \u201cSummarize the comments.\u201d<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-dominant-color=\"f0f0f0\" data-has-transparency=\"false\" style=\"--dominant-color: #f0f0f0;\" loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"256\" src=\"https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-copilot-text-summary-comments-1024x256.webp\" alt=\"A bulleted summary of survey comments generated by Copilot in Excel.\" class=\"wp-image-2427 not-transparent\" srcset=\"https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-copilot-text-summary-comments-1024x256.webp 1024w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-copilot-text-summary-comments-300x75.webp 300w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-copilot-text-summary-comments-1536x384.webp 1536w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-copilot-text-summary-comments-1200x300.webp 1200w, https:\/\/www.dynamicwebtraining.com.au\/blog\/wp-content\/uploads\/2026\/04\/excel-copilot-text-summary-comments.webp 1769w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Figure 18: Use Copilot to turn walls of text into concise, actionable bullet points.<\/figcaption><\/figure>\n\n\n\n<p>Each workflow above shows how Copilot in <strong>Excel for the web<\/strong> can streamline common analyst tasks with plain\u2010language prompts. Remember to verify its outputs, but once you get the hang of it, you can turn manual steps into quick Chat commands.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-h-3-font-size\">Recommended Training Path (Copilot Course)<\/h2>\n\n\n\n<p>A structured training path helps analysts adopt Copilot in stages. Our <a href=\"https:\/\/www.dynamicwebtraining.com.au\/microsoft-copilot-training-courses\">Copilot Course<\/a> is designed with a learning progression that speeds up the data operations and harnesses the capabilities of Copilot while staying aware of its latest updates.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-h-3-font-size\">Security, Privacy &amp; Permissions Guidance<\/h2>\n\n\n\n<p>Copilot in Excel inherits Microsoft 365\u2019s robust compliance framework. According to <a href=\"https:\/\/learn.microsoft.com\/en-us\/copilot\/microsoft-365\/microsoft-365-copilot-privacy#:~:text=security%2C%20and%20compliance%20commitments,section%20later%20in%20this%20article\">Microsoft<\/a>, Copilot uses <strong>Azure OpenAI<\/strong> (not public ChatGPT) and <em>does not train on or cache your data<\/em>. All content and activity are encrypted in transit and at rest. Critically, Copilot <em>respects existing Microsoft 365 permissions<\/em>: it will only show data the user has access to, and its semantic index honours role-based access controls.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-h-3-font-size\">Best Practices for using Microsoft 365 Copilot<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Ensure workbooks use AutoSave (on OneDrive\/SharePoint) because Copilot requires it.<\/li>\n\n\n\n<li>The copilot&#8217;s answers are as trustworthy as the data fed to it. If data is controlled by permissions, Copilot will not reveal outside data. But if someone inadvertently includes restricted data in a query, it could be exposed.<\/li>\n\n\n\n<li>Analysts can use Copilot for data tasks within Microsoft\u2019s secure framework but should coordinate with their security team.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading has-h-3-font-size\">Conclusion<\/h2>\n\n\n\n<p>Copilot in Excel extends the power of generative AI to everyday data analysis tasks for data analysts, BI professionals, and power users. It supports importing data (from web, internal files, emails, etc.), cleaning and formatting, generating formulas (columns, single-cell, lookups), summarizing data (PivotTables, charts, Python), and highlighting\/sorting\/filtering data, essentially accelerating the full analysis workflow.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">FAQs<\/h2>\n\n\n\n<div class=\"schema-faq wp-block-yoast-faq-block\"><div class=\"schema-faq-section\" id=\"faq-question-1776401610582\"><strong class=\"schema-faq-question\">FAQ 1: How do I open Copilot Chat in Excel for the web?<\/strong> <p class=\"schema-faq-answer\">Click the Copilot icon on the Home ribbon in Excel. That opens the chat pane, where you can ask your queries from Copilot.<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1776401637269\"><strong class=\"schema-faq-question\">FAQ 2: Who can use Copilot Chat in Excel?<\/strong> <p class=\"schema-faq-answer\">Microsoft says Copilot Chat in Excel is available for work or school accounts with a qualifying Microsoft 365 business subscription. Access depends on what your account is licensed for, so availability is tied to your Microsoft 365 setup.<\/p> <\/div> <\/div>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Copilot in Excel can help you clean data, generate formulas, create visuals and summaries with natural\u2010language prompts. For each task, type a clear instruction in Copilot Chat, then apply its suggestions. Below are step-by-step workflows for Excel web with example prompts and expected results: Each example below shows a before\/after scenario and a prompt template&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2176],"tags":[],"class_list":["post-2408","post","type-post","status-publish","format-standard","hentry","category-copilot"],"yoast_head":"<title>Microsoft 365 Copilot Workflows in Excel for Web<\/title>\n<meta name=\"description\" content=\"View and Share Dynamic Web Training Blog Archives. 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