Onboarding Guide
Get Started with Tracelight at PwC
The full guide to Tracelight AI in Excel, PowerPoint, Word, and on the Web — from your first prompt to Review, Trace, exports, skills, integrations, and shortcuts.
This material is for internal training purposes only. Please do not share it outside of PwC.
OverviewSurfacesWhere Tracelight lives: the Platform, and the add-ins for Excel, PowerPoint, and Word.Part 1AgentBuild and summarise models with natural-language prompts, Agent and Plan modes, and imported documents.Part 2ReviewReview every edit in the changeset, then run Review across Excel, PowerPoint, Word, and Projects to find and fix errors.Part 3TraceUnderstand how formulas and cells are linked by navigating the precedent tree.Part 4Charts, Tables, Export & AppsBuild charts and tables, export to other formats, and create interactive spreadsheet apps.Part 5Resources & IntegrationsAutomate repetitive tasks with skills, formatting with instructions and style guides, and connect SharePoint, OneDrive, and other tools.Part 6Compare WorkbooksSee every change between two versions of a model, with an AI summary of the impact.Part 7PDF Citations & ProjectsWrite PDF data into spreadsheets with every cell cited to source, and organise work in projects.Part 8PowerPointBuild decks from Excel and other context, and keep every number consistent with the model.Part 9WordReview Word docs, summarise files, generate reports, and check consistency across your project.ShortcutsShortcutsKeyboard shortcuts for the taskpane, Trace tree, and chat in Excel.