Every time I run a Copilot for Excel workshop, there’s one question that always comes up: “How can I make Copilot remember my prompts so it can do my weekly reports automatically?” Short …
How to understand the modern Excel AI stack
A client recently asked me to give a kind of “state of the union” talk on Excel and its growing AI stack. And honestly, it’s not wrong to call it messy. There are so many new pieces floating around. …
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Power Automate for Excel: How to work with adaptive cards for Teams
Many Excel users spend hours each week creating reports, exporting data, and sending the same updates around. It works, but it’s repetitive and time-consuming. A smarter option is to bring those …
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How to connect your Excel workbook to the Dataverse via Dataflows
If you want to make your Excel data more useful across the Power Platform, connecting it to Dataflows within Power Apps is the right starting point. By moving data from your workbook into a Dataflow, …
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How to sum an Excel column in Power Automate
As Excel users, we know our data doesn't always just stay in Excel. We often want to push it out, maybe to send totals in an email, post updates to Teams, or trigger a notification when spending …
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Python in Excel: How to edit the initialization environment
In an earlier post I talked about the Python in Excel initialization environment: I likened it to the starting lineup of packages that load every time you open a workbook. It’s what gives you …
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