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Except for pro and plus users in the EU eh…
Several months ago, ChatGPT swore to me it had interoperability with both excel and Google Sheets. I spent 90 minutes thinking I was an idiot, trying to follow its guidance before asking the internet.
This looks bad for Microsoft. They added a Copilot button to all their products but it doesn't do much more than open a chat side panel.

I recently tried Claude Cowork for PowerPoint and I was stunned by the content as well as design quality of the deck it produced. That's a threat for Microsoft because now you don't need the editing tools of PowerPoint, AI replaces it, so all you need is the presentation mode of PowerPoint.

Copilot for Excel is useless. Ask it what is in cell A1 and it can't answer. I am looking forward to trying ChatGPT for Excel.

stride.microsoft.com is the cowork equivalent I believe.
it would be bad for Microsoft if that would use Calc on LibreOffice.
I am still surprised that outside of open source AI models, Microsoft is just routing to external models, to a degree its kind of smart because they don't have to have all the skin in the game for the infrastructure, plus they sell some of the hosting anyway, but man. Why does Microsoft not have a frontier model yet? Would have been a great time any time in the last few years to introduce a real Cortana AI model.
PowerPoint is the poster child for the class of applications that AI totally obsoletes:

* A large application whose outputs are independent of the all (people still print slides; when presenting nobody knows or cares what app was used) * Complicated and requires users to learn lots of skills unrelated to the work they’re doing (compare to Excel, where the model and calculations require and reflect domain knowledge about the data) * Practically zero value add in document / info management (compare to word where large documents benefit from structure and organization)

We’re pretty close to presentations just being image files without layers and objects and smartart and all that.

AI will come for all productivity tools, but PowerPoint will be the canary that gets snuffed first, and soon.

I recall reading comments like this when PowerPoint was invented as it would kill all graphic design jobs. The absolute reverse happened. It created an entirely new industry. There is no AI today, or in the near future, that can combine human emotive story telling with impactful design, animated flow and interactivity. Yes it can create flattened boring 'documents' with no passion or depth. I for one would never want to be asked to stand in front of an audience and actually have to present a deck created by Copilot or Claude. Feast your eyes on this PowerPoint creation made by very talented real human designers and ask yourself the question "How long before AI can do this?" https://www.brightcarbon.com/portfolio/intersystems-partners...
Wait, how does PowerPoint do emotive storytelling in a way that a human driving an AI tool could not?

It sounds like you’re confusing my argument that AI can replace PowerPoint tools like gradient, layers, fonts, etc, with an argument I did not make that AI will take humans out of the equation.

Maybe a dumb question, but why does Microsoft care? They should have good apps and if OpenAI or Claude wants to create plugins, great. That's what they're there for and Microsoft invested a lot of effort to make the new add-ins much more powerful and intuitive for this very reason. It's really nice experience compared to VBA.

It obv makes Excel much more valuable and they can gatekeep by requiring the subscription for addins.

I run the Excel team at Microsoft. The experience you're describing sounds like it's from the earlier versions of Copilot in Excel that were genuinely limited.

Today, Excel Copilot takes a model-forward approach where we give the models full access to Excel's capabilities. We give customers the choice of the latest models from both OpenAI and Anthropic, and we encourage the models to iteratively explore the spreadsheet before taking action. It builds a full understanding of the semantics and structure of the spreadsheet, find issues in it, and ultimately gives you much better results.

Copilot can write formulas, build PivotTables, create charts, build multi-tab models, do multi-step analysis. The models are quite proficient at it, and they do a great job. We have an auto-mode which is the default where we pick the model for you, but you can also select specific models if you have a preference. I often see people switch between models to get the benefit of diverse perspectives, similar to how a diverse team approaches problems differently.

If you tried it a few months ago and walked away, it's worth another look.

I've experimented with ChatGPT for spreadsheets the past 6 months, and while the results look nice now it has been excruciatingly slow for even the simplest spreadsheet. I'm talking 15-20 minutes to make some pretty basic calculator with graphs. IIRC, it used a lot of time purely on the styling.
Copying Anthropic again lol.

Damn that OAI valuation is like a sore boil that is about to explode.

Also once again, a lack of imagination from OAI. Damn vision really is super scarce huh.

Oh wow, I used to work on Excel Add-Ins about 10 years ago. Even got a patent for it. I'd be curious to see how they implemented the calls.

We came up with what I still consider a pretty cool batch-rpc mechanism under the hood so that you wouldn't have to cross the process boundary on every OM calls (which is especially costly on Excel Web). I remember fighting so hard to have it be called `context.sync()` instead of `context.executeAsync()`...

That being said, done poorly it can be slow as the round-trip time on web can be on the order of seconds (at least back then).

As someone that knows a high-flying portfolio manager who works at a very well known firm that I wont name... I can confidently state these tools are DOA. Ive spoken to them at length about the nature of what these people actually do day-to-day. If you think its just about using excel then you're already way off.

They (OAI+Anthropic) very much do not get exactly what these people are doing in the job (accounting+corporate finance+valuation+asset management) and what the actual production process is. These tools are irrelevant, disrupt flow and if anything just add noise to what one is doing.

It was partially a joke but someone posted a image of Co-pilot in Excel to demonstrate the limits of these things. Three cells with three numbers (1, 2, 3) and co-pilot asked to sum these three up.

Instead of answering with 6, it came up with 15. The comment was "If AI is doing this, a global financial crash is inevitable."

Might not be real but it is something to keep an eye on. Hopefully, they are a bit more cautious on how this is implemented.

Microsoft has this built-in using Claude models (for M365 Copilot licensed users). I don't know why you'd use this as an M365 subscriber in an enterprise. I'm sure there's some edge cases, but MSFT has been moving away from OAI. Even Copilot Studio agents now default to Sonnet 4.6 and not GPT 5.
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In principle, I find it valuable to integrate tools. However, in this case I would be somewhat cautious, especially as "your chats, attachments, and workbook content — may be shared with OpenAI" (as per the Microsoft Marketplace description: https://marketplace.microsoft.com/en-us/product/WA200010215?...).

This seems like a security nightmare, which is especially relevant because sensitive data is often stored in Excel files.

Why though? What is the point of this? I thought they are building towards an AGI.
Copilot is so bad that chatGPT is offered to replace it.

    [for] ... users outside the EU.
hmm
This is a drop-in database analysis tool and nobody knows it. Most Excel users are using Excel as a half-baked database instead of as a spreadsheet.
I have been waiting for this moment. Whatever AI vendor establishes a strong beachhead in being competent at Excel is going to do extremely well.

Microsoft, being Microsoft, will find a way to win no matter who that vendor ends up being.

I remembered this post from (only) 3 years ago:

Show HN: I've built a C# IDE, Runtime, and AppStore inside Excel

670 points | 179 comments

One of the main use cases was to analyze Excel data with SQL. I'm the kind of nerd that loves stuff like that, but stuff like that seems completely obsolete now.

[0] https://news.ycombinator.com/item?id=34516366

This is quite cool, but it's only the tip of the iceberg.

Building an agent that can securely access systems of records, external data sources, and other files in your workspace—with context for the work you do outside of Excel—is where the revolution is at.

Hi everyone, engineer on ChatGPT for Excel here - we launched ChatGPT for Excel to bring the power of GPT-5.4 to Excel. Keen to hear feedback and happy to answer any questions!
I've had a spreadsheet integrated with ChatGPT API for a few years already. It really was not until GPT-5.4 that the models were able to actually be useful.

What is the data model that you use for the spreadsheet itself? I found I could create a chat completion persona that believed it is one of the developers of a popular open source spreadsheet, and I put this "agent" directly inside the open source spreadsheet. I did this before tool calling was available at all, so I made my own system for that, and the "tools" are the API of that open source spreadsheet. My agent(s) that operate like this can do anything the spreadsheet can do, including operate the spreadsheet engine from the inside.

Do you also have Google Spreadsheets on your radar?
Thanks, but wake me up when there's an actually good AI embedded directly in Google Sheets
The interesting question isn't whether ChatGPT can do Excel. It's whether general-purpose AI beats role-specific AI for serious work. I'm building in marketing and the pattern I keep running into is that the blank canvas of ChatGPT is actually the problem for most people, not the solution. Analysts, marketers, ops folks don't want a chat interface. They want something that already knows the shape of their job. Horizontal tools win demos. Vertical tools win retention. My bet is the Excel crowd ends up somewhere closer to Rows or Equals than to a chat sidebar, but I could be wrong.
Speaking of which... The corporate world, which was already, since forever, producing Powerpoint presentations containing bogus numbers from buggy spreadsheet (I've been tasked once to port a corporate spreadsheet to a dedicated internal app and I then understood decisions in the world were taken, everywhere, based on bogus numbers from broken reports made by spreadsheets full of broken numbers/assumptions) is now going full-speed ahead: many vendors have added "Artificial 'Intelligence'" to their corporate tools and...

There are now just even more errors than there already were.

Now there's hope though: I take it at some point, just like we have AI that can already find (and fix and sometimes even properly fix) errors in code, we may end up with AI tools able to find all the broken assumptions and errors / wrong formulas the spreadsheets that make the corporate world are full of. But atm that's not where we are.

One such corporate-world company producing a gigantic turd would the "biggest" (but it's really not that big) european software company, SAP... They're going full on "business AI" as they see (rightly so?) AI as a terminal death threat to their revenue model. Market cap went from $360 bn to $200 bn: don't know if it's related to their "genius" AI-move.

And so now we have countless corporate drones who were already incapable of doing any kind of financial/accounting/math computation in a rigorous way who are now double-speeding on the errors, but this time AI-augmented.

It's the "let's add an AI chatbot to our site" (which so many companies are adding to their websites right now), but corporate version: "let's add AI to our corporate tools".

Just to be clear: I think this cannot fail. Failure and bogus numbers are the norm in spreadsheets, not the exception. More failure, more bogus computations, actually won't change a thing.

I’ve always found it unbelievable how bad Gemini’s Google Sheets interaction is. Copying the sheets into Claude and then modifying them there and copying them back actually outperforms it.

Nowadays I just make single-purpose websites with Claude Code because Google Sheets has such poor AI integration and is outrageously tedious to edit.

They had all the parts and I have a subscription and it still does terrible things like prompt me to use pandas after exporting as a CSV. It will mention some cell and then can’t read it. It can’t edit tables so they just get overwritten with other tables it generates.

It reminds me of something a friend told me: he heard that Google employees do dogfood their products; some even multiple times every year. There’s no way anyone internal uses Sheets even that often.

Yeah, the Sheets integration is weird. It's usually ok when it wants to place something down the first time. But then it seems incapable of making any changes to it. Or even acknowledging the data in the sheet. What's up with that?
I tried it the other day to work on some exported CSVs when doing my taxes. I was finally able to get it to do what I wanted, but it was definitely an exercise, feeling like I was talking to Chat GPT from a couple of years ago. (as in a really smart but easily distracted and confused child)
Agreed; I was also shocked by how limited it was. Same with the Slides integration.
Does a highly performant XLSX tool exist? I want to be able to open a 500k row, 60+ column table in Excel and manipulate it at 60+ FPS. Zero lag. I feel like Excel has never - ahem - excelled in this department. Libreoffice comes close and I enjoy it on Linux, but on my M2 Macbook Air it struggles.