070:30ExcelIntermediate
Expense claims: check the spreadsheet
You have Copilot check the sheet and spot the duplicates, the over-limit amounts and the incomplete rows.
Catalogue · Advanced Copilot
Excel: check expense reports
In three questions you spot the out-of-policy expenses and get the chart by category.
ExcelFridayAdvanced1:02Capsule 4 of 8
SkillKapsul
Space: play · ← →: 5 seconds · M: sound · F: full screen
The steps
The exact sequence, in order.
- 01
Open the expense workbook and click “Chat with Copilot”.
- 02
Ask for the three highest expense categories.
- 03
Have it add an “Out of policy” column with the limits from the expense policy.
- 04
Ask for a chart by category, then check the flagged rows.
The prompt to copy
Word for word, exactly as shown in the video.
Add an “Out of policy” column that flags: meals over €60, hotels over €140 (€180 in Paris), first-class train, missing receipt.
The habit to keep
You are the one who signs off: review every flagged row before you pass it on.
Worth knowing
What the video does not hide from you.
Copilot edits the workbook. Work on a copy, and the data must be an Excel table for Copilot to read it.
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