--- title: "Copilot in Excel: resources" client: "Mycronic CMT Copilot Convoy" language: en date: "2026-10-17" session_date: "2026-10-16" version: "1.3.0" canonical_url: "https://copilotinexcel.jardenberg.net/resources.html" --- 07 · Sources and links # Where this comes from. Every product claim on this site points to a Microsoft page I checked on 17 October 2026. Here they are, with what each one covers. Copilot changes monthly. When a page here and Microsoft's documentation disagree, Microsoft's page is newer and wins; tell me and I will update this. When your Mycronic account shows something different from my screenshots, that is usually rollout or admin settings, and worth a note in the channel. Microsoft documentation ## The pages behind each claim. [support.microsoft.com · updated 25 September 2026 ### Get started with Copilot in Excel ↗ The lower-right Copilot icon, the three modes (Allow editing, Plan, Chat only), what Copilot can do, and which modes each platform supports. ](https://support.microsoft.com/en-us/excel/copilot/get-started-with-copilot-in-excel) [support.microsoft.com · updated 12 October 2026 ### Frequently asked questions about Copilot in Excel ↗ Eligible licences, the Automatic calculation requirement, "Unsupported file state", model switching and Anthropic enablement, languages, chat history, and the answer to whether skills can run code. ](https://support.microsoft.com/en-us/excel/copilot/frequently-asked-questions-about-copilot-in-excel) [support.microsoft.com · updated 12 October 2026 ### Copilot in Excel tips ↗ Name your columns, start broad then refine, the model picker, previous conversations, AutoSave on or off, change history and previous versions. ](https://support.microsoft.com/en-us/excel/copilot/copilot-in-excel-tips) [support.microsoft.com · updated 23 July 2026 ### Personalize Copilot in Excel ↗ The Settings → Personalization dialog, the eight preference areas with Microsoft's examples, and the rule that a prompt overrides a saved preference. ](https://support.microsoft.com/en-us/excel/copilot/copilot-in-excel-personalization) [support.microsoft.com · updated 23 July 2026 ### Workbook rules for Copilot in Excel ↗ Create workbook rules, the visible .Rules sheet with one rule per cell in column A, heading cells, dynamic rules with IF, English-only support. ](https://support.microsoft.com/en-us/excel/copilot/copilot-in-excel-rules) [support.microsoft.com · updated 13 October 2026 ### Use skills with Copilot in Excel ↗ @mentions, skill-builder, the OneDrive skills folder, the SKILL.md format with frontmatter, and the English display-language requirement. ](https://support.microsoft.com/en-us/excel/copilot/copilot-in-excel-skills) [support.microsoft.com · updated 13 October 2026 ### Built-in skills from Microsoft ↗ brandkit, chart-design, clean-data, skill-builder, theme-design, and the twenty finance skills. ](https://support.microsoft.com/en-us/excel/copilot/copilot-in-excel-microsoft-skills) [support.microsoft.com · updated 28 September 2026 ### Copilot with Excel, tutorial for screen reader users ↗ The most precise inventory of the pane: Alt+C, F6, the mode selector, Add work content, Proceed, Done, Undo and citations. ](https://support.microsoft.com/en-us/accessibility/copilot/copilot-with-excel-tutorial-for-screen-reader-users) [support.microsoft.com · 14 September 2026 ### The COPILOT function (retired) ↗ Why old cells show #NAME? and what to use instead. ](https://support.microsoft.com/en-us/excel/functions/copilot-function) [techcommunity.microsoft.com · 28 April 2026 ### What's new in Excel, April 2026 ↗ The Chat/Edit switcher, Plan with Copilot, Copilot attribution in change history, and Python inside Edit with Copilot. ](https://techcommunity.microsoft.com/blog/excelblog/whats-new-in-excel-april-2026/4502696) [microsoft.com · 25 June 2026 ### Copilot in Excel: built for the era of Frontier Finance ↗ General availability of personalization, workbook rules, skills and Plan with Copilot; custom skills via SKILL.md in OneDrive. ](https://www.microsoft.com/en-us/microsoft-365/blog/2026/06/25/copilot-in-excel-built-for-the-era-of-frontier-finance/) [support.microsoft.com · updated 15 September 2026 ### What information does Copilot use to answer my prompt ↗ The Work IQ switch, work versus web grounding, and what happens when Work IQ is off. ](https://support.microsoft.com/en-us/microsoft-365-copilot/what-information-does-copilot-use-to-answer-my-prompt) [support.microsoft.com · February 2026 ### Refer to specific files and more in Microsoft 365 Copilot ↗ The slash picker: files, people, meetings, emails, chats and channels. ](https://support.microsoft.com/en-us/Microsoft-365-Copilot/refer-to-specific-files-and-more-in-microsoft-365-copilot) [support.microsoft.com ### Customize how Microsoft 365 Copilot responds to you ↗ Custom instructions in Copilot Chat, what Microsoft calls the Customise Copilot setting. ](https://support.microsoft.com/en-us/microsoft-365-copilot/customize-how-microsoft-365-copilot-responds-to-you) [support.microsoft.com ### Get started with Analyst in Microsoft 365 Copilot ↗ Where the Analyst agent lives, how to attach files, and starter questions. ](https://support.microsoft.com/en-us/Microsoft-365-Copilot/get-started-with-analyst-in-microsoft-365-copilot) [learn.microsoft.com · updated 28 September 2026 ### Use Copilot Cowork ↗ Editing Excel files in OneDrive or SharePoint from Cowork, approvals, schedules and the output folder. ](https://learn.microsoft.com/en-us/microsoft-365/copilot/cowork/use-cowork) From the convoy ## What this site is built on, and what it is not. The pages follow my Excel block in Convoy #4 on 16 October 2026, the Copilot Goodie Bag I prepared with Oskar before the session, and the planning we did for the Excel-and-reporting theme. Quotations from Friday are taken from the recording's transcript; I have kept colleagues anonymous and left the internal discussion out. The session recording and the full transcript go where they always go: the session folder in the Copilot Convoy Memory, not here. The screenshots are from my own Microsoft 365 account on 17 October 2026, taken on the mock aftermarket workbook from the demo. Where a screenshot showed my own mail or chat titles, I have blurred it. Nothing was sent to Copilot and nothing in the workbook was changed while taking them. The three "0000" workbooks offered as a [download](https://copilotinexcel.jardenberg.net/index.html#downloads) are synthetic data I generated for a demonstration in March 2026: a fictional company, invented cases and work orders, with well-known company names used as placeholder customers. Nothing in them comes from Mycronic or any client system. Prompts and rule sets are my proposed wording, informed by Microsoft's documentation and tested in the shape shown on Friday. They are starting points to adapt, not validated Mycronic defaults. If one of them earns a place in a shared workbook, that is a decision for the people who own the workbook. Let your AI read this ## Reading copies. Every page has a Markdown twin (the link at the bottom of each page), and [llms.txt](https://copilotinexcel.jardenberg.net/llms.txt) lists them all. Paste a link into Copilot, or into any other assistant, and ask it to help you plan your first hour. The [changelog](https://copilotinexcel.jardenberg.net/CHANGELOG.md) records what changed in each version of this site. More from me [jardenberg.com ### What I build. What I think about. ↗ My work, my public projects and the questions that keep me going. ](https://jardenberg.com/)[joakim.jardenberg.net ### Get to know me. Let your AI read along. ↗ My background, my values and how I like to work. ](https://joakim.jardenberg.net/) Prepared by AI + JJ. Post-session self-study material after Convoy #4 (16 October 2026), checked against Microsoft documentation on 17 October 2026. Prompts and rules are proposed wording to adapt.