1
of 6— Format Your Data as an Excel Table
What you'll need
- Microsoft 365 subscription with Copilot enabled (Microsoft 365 Personal, Business, or Enterprise plan — Copilot is included in M365 Copilot add-on)
- Excel desktop app (version 2302 or later) or Excel for the web
- Your revenue data already in an Excel table (with headers in row 1)
- Data must be formatted as an Excel Table: select your data range, then Insert > Table
Use Excel Copilot to Build and Analyze Revenue Models Faster
Step 1: Format Your Data as an Excel Table
Copilot works best when your data is in a proper Excel Table format.
- Click anywhere in your data range
- Press Ctrl+T (or go to Insert > Table)
- Check "My table has headers" and click OK
- Your table will have a blue/striped design — this tells Copilot where your data lives
Tools:Microsoft ExcelMicrosoft Copilot