Microsoft on June 25, 2026 unveiled new Copilot in Excel features aimed at financial professionals. Three pillars anchor the release: "Skills" for defining reusable workflows, new financial connectors to trusted external data, and improved capabilities for traceability.
June 25, 2026 · Microsoft
Skills for Copilot in Excel: Built for the Era of Frontier Finance
Microsoft bundles repeatable workflows into reusable instructions, wires in trusted external financial data, and tracks every Copilot edit — pushing for reliability and reproducibility in financial analysis.
Reusable Skills
An open-standard SKILL.md file in OneDrive turns routine tasks into fixed procedures — no re-writing prompts each time.
Trusted Data
Direct connectors to 6+ external sources : FactSet, Morningstar, PitchBook, CB Insights, Daloopa & S&P Global.
Traceability
Plan with Copilot previews scope & formulas; Show Changes attributes every edit like a co-author.
Rollout by Feature
For Microsoft 365 Copilot license holders · Web, Windows, Mac
GA now
Personalization, workbook rules, pre-built skills, connectors, Plan with Copilot, Show Changes
July GA
Custom skills (in Insiders now) · FactSet connector (in preview now)
Q3 2026
Partner skills — LSEG, Ramp, Rogo, Samaya AI, Velixo, Vena among first
Skills in Action — invoke a procedure, not a prompt
@variance-analysis
Quarterly variance analysis with an executive summary
@model-update
Forecast updates run as a fixed, repeatable step
@comps-analysis
Build DCF or comparable company analyses
Welcomed
Institutional knowledge can be encoded as reusable agents — replacing scattered prompts and macros, with results that trace back to source.
Caveats
Many features need a paid M365 Copilot license, some connectors require a separate provider license, and output quality depends on the external data.
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