I need a solution with Excel and AI integration

Question

I need a solution with Excel and AI integration

SAVIR Amnon 0

Dear Team,

I'd like to have solution using and editing Excel with AI integration.

Thanks,

Amnon
<Mod remove PII> @egis-group.com

SAVIR Amnon 0 Reputation points

2026-02-04T12:49:48.09+00:00

Do you know an expert located in Israel who can use FINNEX, or Copilot in order to customize our solution upon our needs?

2 answers

Your answer

SAVIR Amnon 0 Reputation points

2026-02-04T12:49:48.09+00:00

Do you know an expert located in Israel who can use FINNEX, or Copilot in order to customize our solution upon our needs?

Answer 1

Liora D 15,035 Microsoft External Staff Moderator

Dear @SAVIR Amnon,

Welcome to Microsoft Q&A.

Hello, and thank you for your question.

Based on your description, I understand that you are looking for a simple way to use AI to work with and edit your Excel files in Microsoft 365.

To get started, the easiest path is to use Copilot in Excel, which is the built‑in AI assistant integrated directly into Excel on the web and Microsoft 365 apps. With Copilot, you can:

Ask questions about your data in natural language.

Create or fix formulas without needing to write them manually.
Build charts, PivotTables, and summaries.
Clean or highlight important values in your table.
Transform your table or reorganize data simply by typing what you want.

If you want a quick introduction on how to use AI inside Excel, you can refer to this article: How to use AI in Excel with Copilot

I hope the information above helps you move forward. If you would like, please share a bit more about your exact situation, for example:

What kind of Excel editing do you want AI to perform?
Are you working with tables, reports, CSV imports, or text data?

With more details, I can guide you to the most suitable option.

Please understand that our initial response does not always resolve the issue immediately. However, with your help and more detailed information, we can work together to find a solution.

Looking forward to hearing back from you with any updates or additional details.

Warm regards,

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SAVIR Amnon 0 Reputation points

2026-02-04T14:29:07.7+00:00

In short, it's a solution for merging process based on Excel: I am seeking a solution to consolidate multiple Excel sheets, each containing a detailed evaluation report from a reviewer, into a single merged output file
Liora D 15,035 Reputation points Microsoft External Staff Moderator

2026-02-05T10:50:35.0366667+00:00

Hi @SAVIR Amnon,

Thanks for clarifying your goal. If the core need is to consolidate multiple reviewer reports into a single merged Excel output, the most stable and “low‑friction” path inside Microsoft 365 is to use Power Query in Excel to append all worksheets/files into one clean table, and then use Copilot in Excel to help summarize, validate, and visualize the results.

A reliable approach is to place all reviewer files in one folder in OneDrive or SharePoint and let Power Query automatically combine them into one structured table. Power Query handles schema alignment, data typing, and repeated refreshes.

You can review the official Microsoft documentation here:

About Power Query in Excel - Microsoft Support

Combine multiple queries (Power Query)

Import data from a folder with multiple files (Power Query)

Once the reviewer files follow a similar layout (similar column names or mappable fields), Power Query can load everything into a single unified table. After that, you can build PivotTables or charts on top or simply refresh the query whenever new reviewer files are added.

Using Copilot in Excel after data is consolidated

Once the data is merged, Copilot in Excel can help you Summarize reviewer scores, write formulas, Flag anomalies, Create PivotTables and charts, Generate insights from the combined dataset

This combination keeps everything inside Microsoft 365 without requiring third‑party tools and works well even when new reviewer files keep arriving.
Liora D 15,035 Reputation points Microsoft External Staff Moderator

2026-02-07T10:33:43.1833333+00:00

Hi SAVIR Amnon,

I just wanted to follow up to see how things are going with the information I shared above. I truly hope it was helpful and brought you closer to resolving the issue.

If you’ve had a chance to review it and have any updates, questions, or if you ran into any difficulties along the way, please don’t hesitate to let me know. I’m more than happy to assist further if needed.

It would be great to hear back from you!

Warm regards,

Liora.
Liora D 15,035 Reputation points Microsoft External Staff Moderator

2026-02-09T14:10:56.7+00:00

Hi SAVIR Amnon,

Just checking in one last time to see if you still need any assistance with this topic. I completely understand that things can get busy, so no worries at all if you haven’t had a chance to respond yet.

If the information shared earlier helped resolve your issue, feel free to click "Accept Answer" to help others with similar questions. Otherwise, I’m still here and happy to support you whenever you're ready.

If you have any other questions in the future, please don’t hesitate to create a new thread, other moderators and I are always happy to help. We truly hope you have a smooth experience with Microsoft products and wish you continued success in your work.

Best regards,

Liora.

Answer 2

For integrating AI with Excel, you might consider using the FINNEX - UI for AI in Excel. This application allows you to bring intelligence into Excel for data processing, reporting, and analysis. It is compatible with Excel 2016 or later on Mac, Excel 2013 or later on Windows, and Excel on the web.

Additionally, Microsoft offers a module on using Copilot in Excel, which enhances efficiency and data analysis capabilities. This tool can help you analyze and visualize data, improving your data analysis and reporting capabilities.

Both options provide robust solutions for leveraging AI within Excel to enhance your workflow and productivity.

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I need a solution with Excel and AI integration

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