How to Create Your Own Copilot Skills in Excel and Work Smarter

Many Excel users know how to work with formulas, pivot tables, and dashboards, but far fewer know that they can create Copilot Skills that help automate repetitive tasks and standardize business processes.

 Benefits of Copilot Skills in Excel

✅Save time on repetitive analysis

✅Standardize calculations and reporting

✅Reduce manual errors

✅Make advanced Excel capabilities accessible to everyone

✅Improve productivity across teams

💡 Best Use Cases

✅Sales performance analysis

✅Financial reporting

✅Data cleansing and transformation

✅Forecasting and trend analysis

✅Creating recurring management reports

The real power comes from turning your organization's knowledge and best practices into reusable skills that anyone can use directly from Excel.

🎥 I recently created a video showing how to create and use Copilot Skills in Excel, with practical examples and step-by-step guidance.

👉 Watch the video and let me know what Excel task you would automate first!  

https://www.youtube.com/watch?v=uPfMQjlNhXY

How do we create the skill?

•  Within the Copilot Chat in Excel Go choose the 3 Dots
•  Then Choose Manage Plugins & and Skills

• Choose the Custom Skills

• Here you will see the location that you can upload your skill that are stored in your OneDrive (Click on the Hyperlink "Skill OneDrive Folder")

• In my case this is the location in My OneDrive

• Now you need to Create a Folder with the name of the Skill and the Skill.MD file that includes the Name and description and instruction 

• It will look like this 

A good approach is to use Copilot Chat to generate the entire skill package, including the required folder name and structure.

Once Uploaded to OneDrive , Refresh the Custom skill Screen and you will see it and use it  

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