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Excel Just Got Smarter — Meet the NEW =COPILOT() Function

#AI Tools
2025-09-02 12:599 min read

Content Introduction

This video introduces the new AI co-pilot feature in Excel, which allows users to leverage artificial intelligence directly within the Excel grid. The feature enables users to input commands and gain insights or answers seamlessly. The tutorial walks through various examples, demonstrating how to use the co-pilot for tasks like generating cookie types, summarizing customer feedback, and organizing data effectively. It showcases practical applications, such as pulling phone numbers from customer requests or creating a class visit itinerary for school students. Throughout, it emphasizes the tool's efficiency in handling data while maintaining ease of use, making it a valuable asset for everyday tasks in Excel.

Key Information

  • Excel has received a major upgrade, introducing a new co-pilot function that integrates AI for use within the grid, similar to any formula.
  • Users can type 'equal copilot' into a cell to leverage the new functionality, which allows them to gain insights or answers directly from their data.
  • The video demonstrates the capability to generate cookie types and descriptions dynamically using the AI co-pilot feature.
  • The AI co-pilot can also analyze customer feedback, gauge sentiment, and categorize the data effectively.
  • The function enables users to extract specific data, such as phone numbers, using regex patterns, enhancing the efficiency of data handling in Excel.
  • The co-pilot's functionality is aimed at streamlining everyday tasks, though it's not intended for heavy mathematical operations or large-scale data processing.

Timeline Analysis

Content Keywords

Excel Co-Pilot Function

Excel has introduced a new Co-Pilot function that allows users to leverage AI directly within the grid of the application. Users can type formulas using Co-Pilot to get insights or answers by referencing their own data.

AI Features

The Co-Pilot function simplifies data analysis by allowing users to generate content, summaries, and insights using AI, making it easier to save time and obtain necessary results.

Data Extraction

Co-Pilot can extract specific data elements such as phone numbers from text, enhancing usability for tasks such as managing customer feedback and itinerary planning.

Dynamic Updates

The Co-Pilot function automatically recalculates and updates results as data changes, providing a dynamic user experience.

Feedback Analysis

The Co-Pilot can help analyze customer feedback by summarizing sentiments and categorizing comments into positive, negative, or neutral labels.

Scalable Solutions

The Co-Pilot function integrates with other Excel functions, allowing for scalable data processing across large datasets using advanced features like regex for data extraction.

Itinerary Planning

The Co-Pilot can generate customized itineraries based on user prompts, integrating fun activities and leveraging feedback categories tailored for specific audiences.

User Interactivity

The Co-Pilot function encourages interactivity by allowing users to input preferences which the AI uses to tailor responses, such as suggesting an itinerary for a class visit.

Related questions&answers

What is the new feature introduced in Excel?

The new feature is the co-pilot function that allows you to use AI directly in the grid.

How do you use the co-pilot function in Excel?

You can use it by typing 'equal copilot' directly into a cell.

Can the co-pilot function provide insights from data?

Yes, you can reference your data and get answers or insights right where you need them.

What types of prompts can you give to the co-pilot?

You can give prompts like 'Give me three cookie types' or 'Give me a description of each.'

How does the co-pilot function handle customer feedback?

It can extract sentiment and categorize the feedback using AI.

What is necessary to use the co-pilot function?

You need a Microsoft 365 co-pilot license tied to a work or school account.

Is the co-pilot function designed for heavy mathematical calculations?

No, it is not designed for heavy math or massive data sets; it's more suited for everyday work.

How does the co-pilot function update results?

The results recalculate every time you open the sheet to reflect any changes in data.

Can you use the co-pilot function with other Excel functions?

Yes, you can integrate the co-pilot function with other Excel functions like group by.

What is a Reg Ex function in Excel?

A Reg Ex function allows you to use a search pattern to find, extract, or replace specific text within a cell.

How do you change the function parameters in co-pilot?

You can change the parameters simply by editing your prompt and hitting enter to see the updated results.

What kind of data can be extracted with the co-pilot feature?

The feature can extract phone numbers, names, and other specified data based on your prompts.

What happens if you have hundreds or thousands of data rows?

You can use the co-pilot feature more efficiently by pulling data from multiple rows without manually calling it for each row.

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