New AI Function in Excel!

Microsoft released a new AI function into Excel

=COPILOT

It can transform how Finance and FP&A teams plan, analyze, and report.

How to use it for Finance and FP&A?

Here is my guide!

Download the pdf version with prompts here: Excel Copilot for Finance: Free FP&A Guide

Why it matters for Finance?

FP&A teams spend countless hours pulling numbers, building variance reports, and preparing slides for executives. With the new COPILOT function, Excel can now generate insights directly in the grid — turning raw data into narratives, scenarios, and forecasts in seconds.

Instead of spending time manually crunching numbers, you can shift energy toward decision-making and storytelling.

What the COPILOT function does

The formula syntax is simple:

=COPILOT(prompt_part1, [context1], [prompt_part2], [context2], …)

The COPILOT function syntax has the following arguments:

• Prompt_part: What you want (e.g., “Summarize revenue trends”).
• Context: The data you point to in your workbook (e.g., a table of actuals vs budget).