Copilot in Excel: Using Conditional Formatting
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 Published On Mar 18, 2024

In this video, I demonstrate how to use Copilot in Microsoft Excel to seamlessly apply conditional formatting to data involving text, dates, and numbers. I first ensure the worksheet meets the prerequisites for using Copilot by saving it to OneDrive or SharePoint, enabling Autosave, and structuring the data as a table.

Through practical examples, I showcase Copilot's capability to intuitively handle requests such as highlighting certain states in a specific color, marking purchases above a threshold, and changing the font color for recent invoice dates.

Copilot is a great addition to all Microsoft 365 products, but in Excel it's amazing at understanding prompts and taking action.

Chapters:
00:00 Introduction
00:25 Setting Up for Copilot: Requirements
00:57 Diving into Conditional Formatting with Copilot
01:08 Example 1: Conditional Formatting with Text
02:07 Example 2: Conditional Formatting with Numbers
03:12 Example 3: Conditional Formatting with Dates
04:18 Conclusion

Check out my new Microsoft Copilot Course and all Excel and Teams courses:
https://courses.chrismenardtraining.com

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#copilot #chrismenard #excel

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