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RM543422Microsoft Copilot (Microsoft 365): Excel Agent

Summary

Excel Agent helps you turn data into clear charts, summaries, and insights using built‑in formulas and logic. It streamlines data preparation, formulas, and visualization so you can stay focused on the story behind the numbers. Use multi‑turn chat to refine your output or open it in Excel for full editing and collaboration. Ideal for financial forecasts, project plans, and decision‑making tools. Available to Microsoft 365 users with or without a Microsoft 365 Copilot license.

Description

Excel Agent helps you turn data into clear charts, summaries, and insights using built‑in formulas and logic. It streamlines data preparation, formulas, and visualization so you can stay focused on the story behind the numbers. Use multi‑turn chat to refine your output or open it in Excel for full editing and collaboration. Ideal for financial forecasts, project plans, and decision‑making tools. Available to Microsoft 365 users with or without a Microsoft 365 Copilot license.

GA date: March CY2026

Preview date: November CY2025

Version history

2 versions tracked

Updated 1 time since Mar 11, 2026. Microsoft 365 Message Center only shows the current version; this archive preserves tracked history.

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  1. Sep 29, 2026 - 11:05 PMLatest - v2

    Changed: Tags, Status

  2. Mar 11, 2026 - 11:30 PMOriginal - v1

    Changed: Initial version

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