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Learn Enabling Copilot and Creating Tables | Copilot in Excel
Microsoft Copilot Mastery

Enabling Copilot and Creating Tables

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Working With Copilot In Excel

Copilot is built into Excel and helps with one of the most common starting tasks — getting data into a clean, structured table. This lesson covers three ways to create one: manually, from existing text, and from a prompt.

Checking That Copilot Is Available

Copilot works in both Excel Online and the desktop app when you're signed in with a Microsoft 365 account.

  • Excel Online: go to excel.cloud.microsoft.com and look for the Copilot icon in the top-right of the Home tab;
  • Excel Desktop: the icon appears in the same place once you're signed in and Copilot is enabled for your organisation.

If the icon is visible, Copilot is active.

Creating A Table Manually

You can always type data directly into the worksheet. Once it's in place, convert it into an official Excel Table:

  1. Select the data range;
  2. Open the Insert tab;
  3. Choose Table.

This isn't just cosmetic. Excel Tables add automatic filtering, improve readability, and — crucially — make it much easier for Copilot to understand and work with your data. The same data sitting in raw cells vs. inside a Table behaves very differently when Copilot looks at it.

Creating A Table From Existing Text

If your data is already somewhere else — a document, an email, a text file — Copilot can convert it into a structured table.

Copy the text, open Copilot in Excel, and give it an instruction like:

"Convert the following into a table:"

Then paste the content. Copilot analyses the text, finds the implicit structure, and produces a clean table without manual entry.

Creating A Table From A Prompt

Copilot can also generate a brand new example table from a topic alone — no source data needed.

You can ask it to:

  • Describe a category;
  • Compare items;
  • Outline characteristics;
  • Organise information you want to explore.

Useful for brainstorming, prototyping datasets, or generating a structured starting point when you don't yet have real data. Common case: building a sample table so you can design formulas or formatting before the real data arrives.

1. You have a large block of unstructured text containing useful information that you need to analyze in Excel. What is the most efficient approach?

2. Why is it useful to convert data into a table in Excel?

3. You’ve entered data into Excel but haven’t converted it into a table. Later, you want to quickly sort and filter the information. What is the likely outcome?

question mark

You have a large block of unstructured text containing useful information that you need to analyze in Excel. What is the most efficient approach?

Select the correct answer

question mark

Why is it useful to convert data into a table in Excel?

Select the correct answer

question mark

You’ve entered data into Excel but haven’t converted it into a table. Later, you want to quickly sort and filter the information. What is the likely outcome?

Select the correct answer

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Section 5. Chapter 1

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Section 5. Chapter 1
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