CoPilot for Finance for Excel for MacOS (Preview)
Hello and welcome, everyone! If you’re looking to supercharge your Excel experience, you’re in the right place. Today, we’re diving into the world of Microsoft’s Copilot for Excel, the AI-powered assistant that’s transforming the way we interact with spreadsheets.
Whether you’re a seasoned data analyst or just getting started, Copilot for Excel is designed to make your work easier, faster, and more intuitive. And the best part? It’s not just for Windows users. That’s right, even as an Apple product enthusiast, you can harness the power of Copilot for Excel on your Mac.
Join me as we explore the innovative features and capabilities that Copilot brings to the table. From complex data analysis to simple spreadsheet tasks, Copilot is your go-to assistant for all things Excel. Let’s get started!
On this post, I am just going to showcase how you can enable the CoPilot tool for Excel, specifically for those who are on the Apple ecosystem who also utilizes the Excel for Mac.
Below are screenshots that shows the process.
CoPilot for Finance for Excel for MacOS (Preview)
From the home tab within Excel, you can click on the “Add-ins”. Then followed by clicking on “More Add-ins”.
CoPilot for Finance for Excel for MacOS (Preview)
CoPilot for Finance for Excel for MacOS (Preview)
Then search for “CoPilot”. This would give you results, but choose the “Copilot for Finance for Microsoft Excel (Preview)” then click Add.
CoPilot for Finance for Excel for MacOS (Preview)
The add-in for Copilot for Finance should show up. When you click it, it’ll open a sidebar for Copilot for Finance. Currently, there is only one option at this time and that is “Reconcile data”. And to get started how it works, you can utilize the “Preview with sample data” which would give you two sheets that contains a table.
CoPilot for Finance for Excel for MacOS (Preview)
CoPilot for Finance for Excel for MacOS (Preview)
Copilot will analyze the two sheets and the table it contains. If you have multiple tables for each sheet or multiple sheets, you can make adjustments.
CoPilot for Finance for Excel for MacOS (Preview)
Copilot will at least pick two columns or more and type. Additionally, you can add more columns as well.
Once you click “Next”, it will start analyzing and reconciling the data, this would then create a new sheet with the consolidated/reconciliation data.
Additionally, it would then summarize your data. I would suggest that you review the summary to ensure accuracy. You can also ask to “Regenerate” if you are not happy with the summary, Save as PDF to send as a separate summary to the audience, and lastly, Include the summary in the report allows you to add the summary inside the sheet.
