A family of Microsoft spreadsheet software with tools for analyzing, charting, and communicating data
Hello @Jay Jones Garlejo
As I checked in my Excel, I see that if you click on the Copilot button in the Excel app, it will appear like this image:
In this case, you are on Version 2602 (Build 19725.20170), you are running a very current build for the Monthly Enterprise Channel. Since the menu is appearing but is simply empty, the issue is likely a communication breakdown between the Excel client and the Microsoft 365 service.
Here are some troubleshootin steps that you can try:
1/ The "Hidden" Connected Experience Toggle
Even if privacy settings look okay, Copilot requires a specific sub-setting to be active to "read" the data in your sheet to provide suggestions.
- Go to "File" > "Options" > "Trust Center" > "Trust Center Settings" > "Privacy Options" > "Privacy Settings".
- Scroll down to "Connected Experiences".
- Ensure "Enable optional connected experiences" is checked. If it was already checked, uncheck it, click OK, restart Excel, and then turn it back on. This often forces a handshake refresh.
2/ OneDrive/SharePoint Sync Status
- Copilot for Excel only works on files saved to OneDrive or SharePoint with AutoSave turned ON.
- Check if the file has a "Sync Pending" or "Upload Failed" icon in the title bar.
- If the file is in a "Protected View" (e.g., downloaded from an email), the Copilot menu will often show up as an empty pane. Click Enable Editing.
You can try to double-check with other Excel files to see if this issue still persists.
3/ Clear the Office Service Token Cache
- Sometimes the license is valid, but the specific "service token" for Copilot is stuck.
- Sign out of Office entirely (File > Account > Sign Out).
- Close all Office apps.
- Open the Credential Manager in Windows (search for it in the Start menu).
- Under Windows Credentials, find any entries related to MicrosoftOffice16_Data:orgid... and remove them.
- Restart Excel and sign back in.
If you still need my assistance, please come back with screenshots or any additional details so I can review it again and see if there’s anything more I can help you with.
Have a nice day!
If the answer is helpful, please click "Accept Answer" and kindly upvote it. If you have extra questions about this answer, please click "Comment".
Note: Please follow the steps in "our documentation" to enable e-mail notifications if you want to receive the related email notification for this thread.