Pivot Table
Hi everyone, I have an issue with the pivot table. There are filters from slicers and row labels in the table; when I double-click on any category from the table to see the filtered data, Excel fetches all data, not just what I filter on. Like below, I filtered from the slicer, and from the row labels, (Bills) should be between 100,000 and 200,000. I would like to see the (Bills) for (Central) in the (Start), but it gives me 632,478 and bills less than 100,000 and 200,000, not the 3 clients. Even if I tried from (In Progress), it's the same; it brings all data. The issue is only with the Bills column, but other filters come up correctlyNew ways to customize how Copilot edits your workbooks
If you’ve ever typed the same formatting and style instructions into your Copilot prompt every single time - don’t merge cells,” “use my header style,” “name the tables this way”- we built two new features for you! These new customization options let you set your rules once and have Copilot follow them automatically. Personalization is now generally available, and workbook rules are rolling out to general availability across Excel for Web, Windows, and Mac. Personalization: your rules that follow you Personalization lets you tell Copilot your standing preferences once, and it follows them across every workbook you touch. No more repeating yourself. Copilot learns your preferences before it starts editing, so the output always reflects the guidance you provide. Set preferences for things like: Formatting: “Never merge cells.” “Don’t use red in charts.” “Always format currency in USD with no decimals.” Naming conventions: “Name tables with a tbl prefix.” “Use clear, descriptive sheet names.” Formulas: “Write formulas with structured table references, not cell ranges.” PivotTables & report styles: “Default to my standard summary layout with bold headers and subtotals.” How to access it Open Copilot in Excel. Open Settings (...) → Personalization. Add your preferences in natural language and save. Copilot applies them every time you prompt it. Workbook rules: standards that follow the workbook Where Personalization is about you, workbook rules are about a specific workbook. Rules live in the workbook and travel with it when you share it, so teams and organizations can standardize how a file should look and behave, and everyone who uses Copilot to edit it stays consistent. These rules are stored in the workbook as a sheet with the “.Rules” naming convention, which signals to Copilot that they should be followed for all edits made in the workbook, regardless of the user. What makes workbook rules especially powerful is the ability to tap into Excel’s calculation engine, giving you a low-barrier way to leverage the Excel functionality you already know how to use. Unique ways to leverage workbook rules: Point to an exact example: Format a sample range exactly how you want it, then tell Copilot “match this formatting”—an exact example beats a written description. Make rules dynamic with formulas: Reference cells, ranges, or other sheets so rules can change based on what’s already in the workbook. For example, applying one instruction when a project is over budget and another when it is on track. Use Copilot to build and edit the rules sheet: Start from a blank .Rules sheet or an existing template, then ask Copilot to draft, refine, or update the rules. Aim it at an existing, well-built example sheet and ask it to infer the rules automatically for a fast way to standardize an established template. Share for consistency: Because the rules are stored in the workbook, every collaborator and every future version stays on-standard. Share rules sheets with others to bring into their own workbooks for consistency. How to access it Open Copilot in Excel. Open + → Create workbook rules. This creates a new template. Add rules in plain language, point to an example range, or ask Copilot to generate rules from a sample sheet. Rules must be in column A of the sheet, but can reference other areas of the sheet (e.g. example of a formatted table of range). Note: If you have an existing sheet you'd like to leverage, simply rename the sheet with ".Rules" and start adding your rules in column A. Try it today: Personalization is available to all Copilot in Excel users on Excel for Web, Windows, and Mac. Learn more about Copilot in Excel personalization. Workbook rules is available in the Insiders channel for Windows and Mac and rolling out to general availability in the coming weeks. Learn more about Copilot in Excel workbook rules.
Sheet View Issues with Excel Web Browser
Hi, I have created a Excel document for my department to use, I tried Excel App but due to the size of the Spreadsheet it kept freezing, as a result I switched it to use Excel through Web Browser. The sheet no longer freezes which is good. I do have another issue though.....I wanted multiple users to be able to access, edit the sheet at the same time so I did some research and Sheet View seemed to be the way forward. I created a Sheet view for each employee to use so when you go to View, Sheet View and click on the relevant person their work is updated, saved etc and this shouldn't affect others view. This is working in terms of people editing. The main issue now though is that despite following advice sometimes when someone changes a filter on their own sheet view it seems to change others view. My understanding was you can hide, filter etc within your own Sheet view but this doesn't seem to be the case.......PLEASE HELP!!!! My excel and computer Skills aren't excellent to please any simple advise would be great.What’s New in Microsoft 365 Copilot | May 2026
Welcome to the May 2026 edition of What's New in Microsoft 365 Copilot! Every month, we highlight new features and enhancements to keep Microsoft 365 admins up to date with Copilot features that help your users be more productive and efficient in the apps they use every day.
Has anyone seen Excel workbooks become corrupt after using M365 Copilot to summarize data?
We’ve run into an issue twice where a user opened an existing Excel sales workbook, used Microsoft 365 Copilot in Excel to summarize/analyze the data, received the response successfully, and then later could no longer open the original workbook because Excel reported it as corrupt. Internally, this has been reported as happening on some files but not all, and it has occurred twice so far. I’m trying to determine whether this is: a known issue with Copilot in Excel a workbook-specific problem related to file location/sync/versioning or something tied to workbook structure I did find public reports of related Excel Copilot issues — including Copilot crashing in Excel, failures that seem specific to certain workbooks, and Copilot-created Excel files being reported as invalid/corrupt — but I have not yet found a clear Microsoft-hosted thread describing this exact scenario with the original existing workbook becoming corrupt after summarization. If anyone has seen this, I’d appreciate any insight on: whether Microsoft has acknowledged a known issue whether this points to specific workbook features/structures whether there are logs or diagnostics that help isolate root cause whether there are best practices to reduce the riskCopilot icon missing in Excel Ribbon
Hello. I have a problem where the Copilot icon is missing from my ribbon in Excel. It showed up before on one of my accounts but then it disappeared the same day. I was wondering if anyone could please help me fix this and get the Copilot icon back in the ribbon. Thank you.
Feature Proposal: OS-level Intelligent Task Organizer (Windows + Copilot)
A Idea about Intelligent Tasks organizer, I have to remember a lot of things during the team meetings like what is been said (we'll schedule a call or follow up etc.,) and what has been communicated in the emails (I'll get back to you after 2 weeks, or call us after two weeks) , And notes that I took in the notepad, or notepad ++,or sticky notes, or word, or one note. I want to chronologically display tasks on the right hand side of the laptop screen just like sticky note and it shall display all tasks one by one, it shall remove tasks are already complete (email sent with confirmation). and arrange, adjust every few mins according to priority/time or user added priority. App shall display small icon (just like chat) upon clicking it shall display ordered list of tasks. and desktop apps like teams/note/word/notepad++,sticky notes can participate by default or other apps like notepad++ can be onboarded manually in to the app. You can use a local model which infers the meaning of “I’ll call you in two weeks” - who is “I”? you or them? “Let’s follow up later” - task or casual statement? “I sent it” - which task did this complete? You can use a local model such that Corporate Teams/Outlook access may allow by corporate policy. Need to put much emphasis on false positives if the app keeps inventing tasks. Do not need to bring big LLMs in to the picture for inference, because of corporate policies may not allow. Microsoft provides operating system,office 365, tools with copilot, the inference can be possible because of all apps/content can be accessible at os level. Problem: Users capture tasks across multiple tools: Teams meetings and chats Outlook emails Notes (OneNote, Notepad, Sticky Notes, Word) Tasks become fragmented, untracked, and often lost. Proposed Solution: A lightweight system-level task layer integrated with Windows + Copilot that: Core Features Automatic task extraction From Teams, Outlook, notes, and user text Example interpretations: “I’ll call you in 2 weeks” “Let’s follow up later” Context-aware inference (local model) Identify: Task owner (“I” vs “you”) Priority signals Deadlines Minimize false positives Chronological task timeline Tasks auto-organized by: Time Priority Recency Floating task panel (desktop UI) Docked widget (like Sticky Notes or chat bubble) Expand/collapse view Always visible option Automatic task lifecycle tracking Detect completion: “Email sent” “File shared” Remove or mark complete automatically Continuous re-prioritization Adjust every few minutes based on: New inputs Deadlines User behavior Privacy-first architecture Use local models (SLM) instead of large cloud LLMs Enterprise admin control for data access Why this matters: Millions of users manually track tasks across fragmented tools, losing productivity daily. This feature would unify task understanding across the OS and M365 ecosystem.
