Description
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In this tutorial, you'll learn how to use the new personalization and custom rules features in Microsoft Excel Copilot AI to get dramatically better results. I'll show you how to customize Copilot in Excel so that it understands your preferences, follows your instructions automatically, and creates more useful outputs every time you use it.
We'll start by creating an AI-powered dashboard in Excel using the standard Copilot workflow. Then, we'll explore the brand-new Copilot personalization features, including custom instructions and worksheet-specific AI rules that allow you to tailor Excel's AI to your exact needs.
If you've been disappointed with Copilot in Excel, these new features may completely change how you use AI in spreadsheets.
Topics covered:
• Microsoft Excel Copilot
• Copilot personalization
• Custom AI instructions in Excel
• Excel AI rules
• AI-powered dashboards
• Microsoft 365 Copilot
• Prompt engineering for Excel AI
• Excel productivity tips
• Artificial intelligence in spreadsheets
If you'd like to learn more about automating Excel, check our Excel Automation Courses (linked below).
I hope you enjoy the video! :)
Don
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https://www.teachexcel.com/excel-tutorial/2731/e?src=yt_v_LImN-jXhRwA
~~ Automation Courses (50-80% off) ~~
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00:00 Intro
00:20 The Results
01:12 Create AI Dashboard in Excel – Regular Method
03:11 AI Course Info
03:39 Personalize your AI in Excel – New Feature
04:53 Custom Rules for AI in Excel
07:38 Custom AI Rules Worksheet in Excel – New Feature
#Excel #ai #copilot #finance #data