Open Excel and sign in with a Microsoft 365 account that has Copilot access
Open a workbook stored in OneDrive or SharePoint
Make sure the workbook is saved in a supported file format
Select the Copilot button on the ribbon
Type a prompt in the Copilot chat box
Ask Copilot to analyze data, create formulas, summarize trends, or build charts
Review the suggested output before applying it
Insert the result into the worksheet if it looks correct
Refine your prompt if needed
Use Copilot to highlight patterns, sort data, or generate insights
Save your workbook after making changes