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copilot in excel

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The copilot in excel tag covers Microsoft's integration of AI assistance into Excel through Microsoft 365. Recent discussions highlight new features such as trusted data provider integration with LSEG and Moody's via Model Context Protocol, enabling users to access market and financial data directly within workbooks. Another topic is the introduction of a floating Copilot button in the bottom-right corner of worksheets, which has drawn user complaints because it cannot be fully hidden. These threads reflect ongoing changes to Excel's interface and functionality as Microsoft expands Copilot's role in data analysis and workflow automation.
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    PitchBook Brings Private Markets Data to Copilot in Excel via Microsoft 365 Connector

    PitchBook announced on June 25, 2026, in Seattle that it is adding a federated Microsoft 365 Copilot connector that brings its private capital market data into Microsoft 365 Copilot, Copilot Chat, Researcher, and Copilot in Excel for licensed enterprise users. The move is not just another AI...
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    • ai connectors copilot in excel excel finance excel workflow federated ai microsoft 365 copilot pitchbook pitchbook connector private markets intelligence
    • Replies: 2
    • Forum: Windows News
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    Microsoft Copilot in Excel Adds Skills, Live Finance Connectors, and Workbook Change Tracking

    Microsoft on June 25, 2026, expanded Copilot in Excel for Microsoft 365 Copilot customers with reusable Skills, additional finance data connectors, and workbook change tracking across Excel for the web, Windows, and Mac, aimed squarely at finance teams that live in spreadsheets. This is not just...
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    • copilot in excel data connectors excel skills finance automation finance data connectors microsoft 365 copilot microsoft copilot
    • Replies: 1
    • Forum: Windows News
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    Copilot in Excel Adds LSEG and Moody’s Trusted Data via MCP

    Microsoft is adding LSEG and Moody’s as trusted data providers for Copilot in Excel through Model Context Protocol integration, giving eligible Microsoft 365 users a way to request market, credit, risk, company, and research data from inside a workbook rather than switching to separate finance...
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    • copilot in excel financial data microsoft 365 model context protocol
    • Replies: 0
    • Forum: Windows News
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    Excel Copilot Floating Button: Users Complain It Can’t Be Fully Hidden

    Microsoft is rolling out a new Excel interface change in Microsoft 365 that places a floating Copilot button in the bottom-right corner of worksheets, and users are complaining in Microsoft’s feedback channels that the control cannot be fully hidden. The complaint is not really about one icon...
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    • copilot in excel excel ui changes microsoft 365 productivity software
    • Replies: 0
    • Forum: Windows News
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