check before: 2026-02-01
Product:
Copilot, Microsoft 365 Apps, Microsoft 365 Copilot
Platform:
Mac, Web, Windows Desktop, World tenant
Status:
In development
Change type:
Links:
Details:
Excel Agent helps you turn data into clear charts, summaries, and insights using built‑in formulas and logic. It streamlines data preparation, formulas, and visualization so you can stay focused on the story behind the numbers. Use multi‑turn chat to refine your output or open it in Excel for full editing and collaboration. Ideal for financial forecasts, project plans, and decision‑making tools. Available to Microsoft 365 users with or without a Microsoft 365 Copilot license.
Change Category:
XXXXXXX ... free basic plan only
Scope:
XXXXXXX ... free basic plan only
Release Phase:
General Availability, Preview
Created:
2025-12-20
updated:
2025-12-20
Public Preview Start Date
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Docu to Check
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MS workload name
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summary for non-techies**
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Direct effects for Operations**
Data Integrity Issues
Without proper preparation, the introduction of Excel Agent may lead to incorrect data interpretations or visualizations, resulting in misleading insights and poor decision-making.
- roles: Data Analysts, Financial Managers
- references: https://www.microsoft.com/en-us/microsoft-365/blog/2023/03/16/introducing-microsoft-365-copilot/, https://www.forbes.com/sites/bernardmarr/2023/03/20/what-is-microsoft-365-copilot-and-how-can-it-help-your-business/
User Adoption Challenges
If users are not adequately trained on the new features of Excel Agent, they may struggle to utilize the tool effectively, leading to frustration and decreased productivity.
- roles: End Users, IT Support Staff
- references: https://www.microsoft.com/en-us/microsoft-365/blog/2023/03/16/introducing-microsoft-365-copilot/, https://www.techradar.com/news/microsoft-365-copilot-what-you-need-to-know
Configutation Options**
XXXXXXX ... paid membership only
explanation for non-techies**
Imagine you are trying to put together a puzzle. You have all the pieces scattered on the table, and your goal is to create a beautiful picture. However, finding the right pieces and fitting them together can be time-consuming and sometimes frustrating. Now, imagine having a friend who knows exactly where each piece goes and can help you put the puzzle together much faster. This is similar to what Microsoft Copilot's Excel Agent does for your data.
Excel Agent is like that helpful friend for your spreadsheets. When you have a lot of data and you need to make sense of it, Excel Agent can assist by organizing the information into clear charts and summaries. It uses built-in formulas and logic, much like how a chef uses recipes to create a dish, ensuring that the data is presented in a way that tells a story. This can be particularly useful for tasks like financial forecasts or project planning, where understanding the numbers is crucial for making informed decisions.
Additionally, Excel Agent allows you to have a conversation with your data. You can ask it questions or request changes, much like you would chat with a colleague to refine a report. If you need to dive deeper, you can open the data in Excel for more detailed editing and collaboration, similar to how you might take a draft document and polish it with a team.
Whether you're using a desktop, Mac, or accessing it via the web, Excel Agent is available to Microsoft 365 users, making it a versatile tool for anyone looking to streamline their data analysis process. It's like having a personal assistant who specializes in numbers, helping you focus on the insights rather than getting bogged down by the details.
** AI generated content. This information must be reviewed before use.
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