Question

A financial analyst has used Microsoft 365 Copilot in Excel to analyze quarterly sales data and generate a set of trend insights and a chart. She now needs to include those insights in a formal quarterly business report she is drafting in Word, keeping the narrative consistent with the source figures. What is the most efficient Copilot-supported approach to move these insights into the Word document?

Accepted Answer

Copy the relevant data and chart from Excel, paste them into the Word document, and then use Copilot in Word to draft narrative text that references and summarizes the pasted insights.

Answer

Retype the numbers manually into Word and ask Copilot to invent supporting commentary without referencing the Excel data.

Answer

Ask Copilot in Excel to email the workbook to herself, then start the Word report from a blank prompt with no connection to the data.

Answer

Export the Excel file as a PDF and attach it to the report, since Copilot in Word cannot work with any content that originated in Excel.