Excel University Blog
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Jeff Lenning
One of the most powerful things we can do with Copilot in Excel is teach it our preferences once and have it follow them every time. Rather than spelling out formatting rules in every single prompt, we can set up standing personalization instructions that Copilot applies automatically. In this tutorial, we cover two approaches: global…
Multi-criteria lookups are one of the most common challenges Excel users face. Whether we need to find a single matching record, retrieve a full list of matching rows, or sum up values across multiple conditions, the approach changes depending on the goal. In this tutorial, we walk through three exercises that show how Copilot in…
Copilot in Excel can save a tremendous amount of time on routine finance tasks. In this tutorial, we walk through three exercises that show how Copilot can assign expense categories from a reference table, generate a formula-based summary, build a PivotTable report, and even write step-by-step documentation for future updates. If your team processes expense…
This tutorial shows how to use Microsoft 365 Copilot like a reusable macro in Excel. Instead of writing VBA or building Power Query solutions, we describe a list of tasks in plain language, paste that list into Copilot, and let it take action directly in our workbook. Video Tutorial We walk through three real-world exercises…
Have you ever opened an old workbook and stared at a formula packed with nested RIGHT, LEN, FIND, INDEX, and MATCH functions, wondering if there is a cleaner way? There is. Copilot in Excel can read those legacy formulas, figure out exactly what they do, and replace them with modern Excel functions that are easier…
Complex nested formulas can be intimidating. We have all opened a workbook and stared at a formula bar full of nested IFs, VLOOKUPs, and IFERRORs and had absolutely no idea what was going on. That is exactly the kind of situation where Copilot in Excel shines. In this tutorial, we walk through three exercises that…
Mapping credit card charges to GL accounts is one of those month-end tasks that is tedious enough once, and exponentially more painful every month after that. Raw credit card descriptions are cryptic, the volume is high, and the manual effort adds up fast. In this tutorial, we walk through three exercises that show how to…
Pivot tables are great, but they do not always produce the exact report layout that corporate requires. When the format is locked in and a pivot table simply will not fit, we turn to formulas. In this tutorial, we walk through three exercises that show how to use the SUMIFS function to build formula-based reports…
Month-end reporting often means the same tasks, repeated every single month. We pull data from a CSV, clean it up, build a summary, and maybe add a chart. If we are doing all of that manually, we are leaving a lot of time on the table. In this tutorial, we cover a three-exercise workflow that…
What if every new journal entry posted in QuickBooks Online landed in an Excel table automatically, no copy-paste required? In this tutorial we walk through exactly that workflow. We use Zapier to connect QuickBooks Online to an Excel workbook stored in OneDrive, loop through each journal entry line so it lands on its own row,…