Catalogue · Excel and data with AI

Open Copilot in Excel and pick a mode

You open Copilot in Excel and pick the right mode: edit, plan or just answer.

ExcelBeginner0:31Capsule 1 of 11

SkillKapsul

The steps

The exact sequence, in order.

01
Open your workbook in Excel for the web.
02
Click the Copilot icon, bottom right: the pane opens.
03
Open the mode picker, below the prompt box.
04
Pick Allow editing, Plan or Chat only.

The habit to keep

For a simple question, pick the mode that changes nothing.

Worth knowing

What the video does not hide from you.

In Allow editing mode, Copilot changes your workbook directly.

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