💰 Finance & Accounting

Get Excel formula help (XLOOKUP, SUMIFS, dates)

💰 Finance & AccountingMicrosoft 365 CopilotBeginner★ Popular

Task · Excel formula help
Time saved · 15-30 min per task (estimate, not measured)

Steps

1. Format your data as an Excel table saved in OneDrive/SharePoint
2. Open Copilot in Excel
3. Enter the prompt
4. Check any formulas and totals Copilot adds

Prompt / template

Create a formula column that returns the vendor's payment terms from the Vendors table, and another that calculates days past due from Invoice Date and Terms.

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

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