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.Copilot 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.Introducing federated Copilot connectors for LSEG and Moody's in Excel
Earlier this month, we announced Microsoft 365 Copilot federated connectors were coming to Copilot in Excel. Built on the emerging industry standard Model Context Protocol (MCP), federated connectors pull data into Microsoft 365 Copilot live at query time, helping bring institutional data sources into the tools customers already use every day. Starting today, Copilot can now pull the latest data from LSEG and Moody’s directly into your Excel workbook. This is the first set of trusted data providers we’re bringing into Excel, with more on the way. For many finance teams, the work starts before the analysis even begins: finding the right market data, copying values into a model, and making sure nothing got lost along the way. With federated connectors in Excel, Copilot helps bring that information into the workbook where the real work is already happening. Because these connectors query source systems at the moment a request is made, responses reflect the latest available data, helping with scenarios such as checking a deal’s current status or a company’s stock rating. That means less time stitching together inputs and more time analyzing, modeling, and making decisions with the most current data. How it works In Copilot, open the Sources menu, connect to LSEG or Moody’s with your provider credentials, and turn the source toggle on. From there, when you specify a data provider in the prompt or your request references specific data sources such as credit ratings or spot rates, Copilot will retrieve the relevant data and ask you to confirm the data source before incorporating it into responses or results inserted into the sheet. LSEG The LSEG connector brings institutional market data — including foreign exchange rates, equities, and pricing — straight into Excel. This makes LSEG data and services available through a standardized, AI-ready interface and enables both users and agents to access trusted LSEG context inside the workflows they already use, while preserving governance, entitlements and control. For a treasury team updating a hedging model or preparing a leadership readout, that means less exporting, less manual copy-paste, and faster analysis with current market inputs already in the workbook. For a wealth advisor reviewing a client portfolio, it means easier access to current pricing, performance, risk and market context to support faster, more informed client conversations. Prompts to try: Pull current FX spot rates for EUR/USD, GBP/USD, and JPY/USD from LSEG into a new sheet. What would it cost to roll our six-month forward hedges on EUR/USD out another six months? Pull the forward points from LSEG and show the all-in rate. Bring in the USD swap curve from LSEG so I can model the impact of issuing 10-year debt at current levels. Moody’s The Moody’s connector brings credit ratings, research, entity data, and news into Excel so teams can work with decision-grade credit intelligence alongside the rest of their model. Whether you’re evaluating an issuer, pressure-testing exposure, or building a credit view for internal stakeholders, you can bring trusted credit context directly into the workbook instead of piecing it together across systems. Prompts to try: Pull the latest Moody’s rating, outlook, and recent research for each company in the portfolio, then summarize the key credit considerations in a new column. For each issuer in column B, pull the Moody's company profile, 5-year financial summary, peer group, and sector outlook — then flag any peers where the sector outlook is negative. For the issuers in this portfolio, bring in Moody’s sector outlook, recent news, and any notable credit risks so I can compare exposures across the list. Availability LSEG and Moody’s connectors are available starting today in Excel for Web, Windows, and Mac for commercial customers with a Microsoft 365 Copilot license. MCP servers and agentic solutions are available through a Bring Your Own License (BYOL) model, with customers licensing directly from partner services. Commercial marketplace availability will follow. Learn more Learn more about LSEG Learn more about Moody's Learn more about federated Copilot connectors Learn more about Copilot in Excel
