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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How to choose between Copilot, Agent Mode, and Copilot Studio in Excel
Microsoft keeps expanding what Excel can do with AI. First came Copilot, then Agent Mode. At the same time, Copilot Studio and Agent Flows are entering the picture. The result is powerful but also …
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How to get started with Agent Mode in Excel
Copilot has been around for a couple of years now, and we’ve seen the flood of “Copilot” tools across Microsoft. Many of them have been underwhelming. Even Copilot in Excel, for all its promise, felt …
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How to evaluate forecast accuracy in Excel, Part 1: Using Excel formulas and Forecast Sheet
If you work in finance, accounting, or a related field, chances are you’ve had to put together a forecast... and then explain why you built it the way you did. Excel makes that process feel …
Python in Excel: How to understand the random walk with Copilot
As an Excel analyst, you've probably had moments where your data seemed to show clear trends,profits rising, sales dropping, or costs climbing steadily. But sometimes, these apparent patterns might …
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