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Every company has at least one Excel file that nobody fully understands. It usually belongs to someone who left. In my corporate past, I had to make sense of quite a few of those. Many sheets, lots of formulas and reports in every sheet. Once a file like that becomes yours, you’re the one who has to answer for its numbers, even if you didn’t build any of them. So how do you figure out where everything comes from? Excel has a few tools that help a lot here, and in this video, I go through 8 of them. One of them is Column Differences. Someone in the comments called it a gem, and it really is. It’s a simple feature that finds the formula that doesn’t match the rest of the column. That alone can save you a lot of trouble one day. 😉 Making sense of a big file is only one of the things Copilot can do now. It has changed a lot this past few months, and it can take over much more of the slow, manual work than most people realize. That’s why I'm building a new course called Copilot at Work. Right now I'm finalizing the first part, Copilot in Excel. On November 10th, we're opening it to insiders only. Insiders get early access, so they can start getting up to speed with Copilot in Excel before anyone else. If you'd like in, join the insider list. 🤓 Geeky News✈️ Copilot in OneDrive can now build the reportWe’ve talked about Copilot in OneDrive before. It could already summarize and compare your files. What’s new is that it can now make something from them. You select a few spreadsheets and your notes, and it turns them into an interactive report. (That’s an HTML file, basically a small web page.) You can edit the report right in OneDrive, add comments, and share it with your team. And if you build the same report every month, you can save the steps as a "skill." The skill is saved as a Markdown file, and next month Copilot follows the same steps again. Monthly reporting on autopilot... in theory. I’d still check the numbers before it reaches my manager 👀 There are a few smaller updates too, like a new Libraries view. It’s a shortcut to your team’s SharePoint libraries right inside OneDrive, so you don’t have to hunt through sites to find them. 👩🏫 PowerPoint Live gets a few small upgradesPowerPoint Live is the way you present slides inside a Teams meeting. It now has a dark mode (it follows your Teams theme) and a Notes pane you can resize or hide completely. Plus, it now lets you use up and down arrow keys to move through slides. Your clicker should work with it too. Just small usability improvements, but these often make a big difference. It’s rolling out gradually, so give it a few weeks if you don’t see it yet. 🍏 Apple’s office apps get an AI assistantMicrosoft Office has Copilot. Google Workspace has Gemini. Now Apple is catching up and adding an AI assistant to Pages, Keynote, and Numbers. In Pages, it can draft and restructure your text. In Numbers, it can do calculations, organize data, and suggest charts. And in Keynote, it can help design and animate slides. It’s built on models from Apple and OpenAI and is rolling out in beta on devices with Apple Intelligence. There aren’t many details yet. It doesn’t even have a catchy name. (iAI? 😜) 🤔 Did You Know?You’re writing a conditional formatting rule and want to remove a dollar sign, so $J$2 becomes $J2. You press the left arrow to get there... and Excel adds a new cell reference instead. D’oh! The fix is to press F2. It switches the box from Point mode (picking cells) to Edit mode, so the arrow keys move the cursor instead. This works in any Excel box where you select cells from the sheet. But conditional formatting is where it always frustrated me the most. 👏 "I do know it can be done"Mark took Python in Excel For the Real World and shared this: Thanks, Mark. Power Query for the heavy lifting and Python for the display is a nice split. And a smaller workbook is always welcome. I think a lot of us worry about making the wrong decision. But you can only make a good one when you know what your options are. That goes for life, and it goes for Excel reports too. See you next week, Leila When you're ready, here are some ways we can help: 🎓 Join 500,000+ members in our courses 📺 Get free tutorials on YouTube 👥 Train your whole team with our courses. Team pricing and progress tracking - reply for details. |
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Something that surprises a lot of people: Your Windows login doesn't have to be a Microsoft account. I get this question from time to time: "Can I switch to a local Windows account, and still use Excel and the rest of Microsoft 365 like before?" Yes. You can. Microsoft might show you a blue screen first before you continue (hmm the dreaded blue screen, although this time it's actually being helpful. Still, I wonder if they picked that color on purpose 😉) If you want to understand your options...
I got an interesting comment on my Copilot course announcement. And I think the person who left it has a point. He’d been following me for a while, and said my videos inspired him to look beyond Excel, into Power Query and eventually Power BI. But now he was worried that creators like me were encouraging people to stay underskilled. His point was simple: If AI can do the work for you, why bother learning how to do it yourself? And I get it. Because I used to worry about the same thing. When...
Quick thing before we start. I'm working on a new course on Copilot for Microsoft 365, and it pre-launches in November. Claude and ChatGPT have been my go-to tools for a while, and I used them for pretty much everything. But Copilot has improved a lot in recent months, and with the new capabilities I can finally see how crazy helpful it is for anyone who works with data and has all the Microsoft apps at work anyway. If you'd like to be one of the first in, I'd love to have you on the interest...