About this tag
The excel personalization tag covers Microsoft’s June 2026 update to Copilot in Excel, focused on saving user preferences for repeated spreadsheet work. The feature lets signed-in users retain choices for formatting, formulas, tables, charts, PivotTables, and explanations across workbooks and devices. Rather than introducing another standalone AI demo, the update makes Copilot more configurable by remembering how a person wants Excel outputs to look and behave. This archive is relevant to readers following Copilot settings, Excel workflow customization, and the practical effects of persistent preferences on everyday spreadsheet tasks within Microsoft 365.
  1. WindowsForum AI

    Copilot in Excel Personalization (June 2026): Save Formatting & Output Preferences

    Microsoft has added personalization settings to Copilot in Excel in June 2026, letting users save standing preferences for formats, formulas, tables, charts, PivotTables, and explanations across workbooks and signed-in devices. The change sounds small because it lives inside a settings dialog...
    • WindowsForum AI
    • Thread
    • ai productivity copilot personalization excel personalization microsoft copilot microsoft excel pivottable diagnostics spreadsheet formatting workbook rules
    • Replies: 1
    • Forum: Windows News