Rohan Paul@rohanpaul_ai

2026-06-26 03:56·7天前

AI 摘要

微软为 Copilot in Excel 新增 FactSet、Morningstar、PitchBook 等数据连接器，支持团队通过 SKILL.md 定义 DCF 模型、三表模型等可重复任务。Copilot 可遵循团队设定的格式、命名和公式规则。Plan with Copilot 强制模型在编辑前声明操作范围与假设，Show Changes 则标记 AI 与人工编辑。CEO Satya Nadella 称此举可通过 skills 扩展团队专业知识。

Microsoft just turned Copilot in Excel into a finance workflow system

So it can follow team-defined methods， pull institutional data， and leave an audit trail for every workbook edit.

The new connectors bring finance data from FactSet， Morningstar， PitchBook， CB Insights， Daloopa， and S&P/Kensho into Excel， which means analysts can start from licensed market， private-company， filing， research， transcript， and fundamentals data instead of copying numbers by hand.

For Finance work its so important for AI to show the source， the formula path， or the exact cells it changed， because closing books， updating forecasts， and building valuation models depend on traceable numbers.

Microsoft's answer is skills， where a team writes a SKILL.md file that tells Copilot how to run repeatable jobs like DCF models， 3-statement models， board packages， variance analysis， and monthly reporting.

Personalization and workbook rules make Copilot follow preferred formatting， naming， structure， and formula conventions， so the AI behaves less like a generic assistant and more like a junior analyst trained on the team's house style.

Plan with Copilot forces the model to state which ranges， sheets， formulas， and assumptions it wants to touch before it edits， while Show Changes now labels Copilot's edits beside human edits.

Satya NadellaToday we're bringing skills to Copilot for Excel, giving teams a new way to scale their expertise across every workbook.

MCP/工具 Microsoft 产品更新

Rohan Paul@rohanpaul_ai · X

60导出 Markdown

2026-06-26 03:56·7天前

在 X 看原推· x.com

AI 摘要

Microsoft just turned Copilot in Excel into a finance workflow system

So it can follow team-defined methods， pull institutional data， and leave an audit trail for every workbook edit.