Description
Project Files: https://www.teachexcel.com/excel-tutorial/2732/e?src=yt_aDyrVc65ohI
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In this tutorial, I’ll show you a better way to use AI in Excel by using Plan Mode to build one powerful master prompt. Instead of guessing what to ask Copilot, you’ll use Copilot itself to think through the task, organize the steps, identify what matters, and turn everything into a clear prompt that actually works.
This is the trick that makes Excel AI much more useful, whether you are a beginner, intermediate Excel user, or advanced spreadsheet user trying to save time.
In this tutorial, you’ll learn:
• How to use Plan Mode in Copilot for Excel
• How to make Copilot think through the task step by step
• How to turn Copilot’s plan into one master prompt
• How to get better AI results in Excel
• How to make Copilot responses more accurate and useful
• How to make AI-generated results easier to read and manage
This is useful for:
• Beginners who do not know exactly what to ask Copilot
• Intermediate users who want cleaner, faster results
• Advanced Excel users who want better prompts for complex tasks
• Anyone using Copilot for Excel to analyze data, build reports, summarize information, or improve spreadsheet workflows
This tutorial shows a practical way to make Copilot in Excel work better.
Follow TeachExcel for more Microsoft Excel tutorials covering Copilot, Excel AI, formulas, dashboards, data analysis, automation, PivotTables, Power Query, and Microsoft 365 productivity.
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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00:00 Intro
00:25 File overview
01:04 Plan Mode in Copilot - Get results step by step
06:50 Create a custom prompt using Copilot in Excel
07:10 Make a USEFUL prompt for Copilot in Excel
07:35 AI for Excel Course Discount Offer
08:17 Make Your Prompt Human-Readable
#Excel #ai #copilot #finance #data