AI at Work Playbook

💰 Finance & Accounting

Create formulas and highlight outliers in Excel

💰 Finance & AccountingMicrosoft 365 CopilotBeginner★ Popular

Task · Spreadsheet analysis
Time saved · 30 min per sheet (estimate, not measured)

Steps

  1. Open the file, email or meeting in the Microsoft 365 app
  2. Open the Copilot pane
  3. Enter the prompt
  4. Check output against the source content

Prompt / template

Add a column that calculates margin % and highlight rows where margin is below 10%.

Source · https://support.microsoft.com/en-us/copilot-excel
Last checked · 2026-10-16

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