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How has Excel Changed For You in 2026?

Our take

In 2026, the integration of Claude models within M365 Premium has fundamentally transformed the way I approach my work in finance. No longer burdened by writing complex formulas or building graphs, I now manage a team of over 50 with unprecedented efficiency. The ability to harness AI tools has drastically amplified my productivity, allowing me to accomplish tasks that once required multiple analysts. I’m curious to hear how others are leveraging these advancements, especially those who might have only experienced the standard Copilot.

The recent reflections shared by a finance professional on the transformative potential of Claude models within Copilot as part of M365 Premium provide a compelling glimpse into the future of spreadsheet technology. This user reports a significant shift in their workflow, claiming that they can now accomplish tasks that previously required a team of analysts. Such observations highlight not only the practical efficiency gained through these advancements but also the broader societal implications of integrating AI into everyday business processes. The transition from manually crafting formulas and building graphs to relying on sophisticated AI models serves as a testament to how technology can empower professionals to focus on higher-level strategic tasks. For those grappling with traditional spreadsheet challenges, exploring solutions like this can be a game-changer, as illustrated in our article on how to assign letters to numerical scores without IF.

This evolution in tools resonates deeply within the finance community and beyond. As the individual managing a staff of over 50 notes, the enhanced capabilities have allowed them to perform the work of ten analysts, optimizing their productivity significantly. This is not an isolated instance; it reflects a growing trend where professionals are increasingly relying on AI to streamline tasks that once consumed precious time and resources. The shift from basic spreadsheet functions to more advanced AI-driven solutions encourages users to rethink their workflows and the role technology plays in enhancing productivity. For those still entrenched in conventional methods, the integration of AI might feel daunting, but it underscores the importance of adapting to new tools that can enhance productivity. For instance, our piece on comparing two columns for discrepancies showcases how users can leverage existing features for more intuitive data management.

However, it’s essential to acknowledge that not all users have had the same experience with AI integration. While the M365 Premium users have access to Claude models, others may only interact with the standard version of Copilot, which has elicited mixed reviews. This disparity emphasizes the importance of access to advanced tools and the potential frustration of those who feel limited by their current technology. It’s clear that as AI continues to evolve, conversations around its accessibility and effectiveness will only grow louder. For instance, our exploration of whether COUNTA can ignore cells or words reflects a broader struggle with basic functionalities that must be addressed as professionals seek to leverage technology effectively.

Looking ahead, the implications of this shift are profound. As AI-driven tools become more commonplace, we can expect a fundamental transformation in not just how spreadsheets are used, but also in the very nature of work in data-driven fields. Professionals will increasingly need to adapt their skills to leverage these tools effectively, moving from a focus on manual data manipulation to a more strategic application of insights derived from AI. This evolution prompts important questions: What skills will be essential in this new landscape? How can organizations ensure that their teams are equipped to utilize advanced tools effectively? As we continue to observe these changes, it will be crucial to engage in ongoing discussions about the future of data management and the role of AI in shaping it.

Curious how many here are utilizing Claude models within Copilot as part of M365 Premium.

For me, it’s been absolutely life changing. I no longer write formulas, build graphs, or do anything that I spent the bulk of my career doing.

I’m in finance, now managing a staff of 50+, and I feel like I’m capable of doing the work of ten analysts just in between my meetings.

Honestly surprised there isn’t more talk about this online, or maybe there is, and I just haven’t seen it.

For those of you that also have access to it, how have you been using it?

I feel like those who have only been been exposed to stock Copilot consider it trash (and I’d generally agree). But once I got Premium, and can now access Claude, it’s night and day.

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