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How to use ChatGPT with Microsoft Excel – The Ultimate Guide

ChatGPT (Chat Generative Pre-trained Transformer) is an Artificial Intelligent chatbot developed by OpenAI that can be used... read more

John Michaloudis
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Overview

How to use ChatGPT with Microsoft Excel - The Ultimate Guide

ChatGPT (Chat Generative Pre-trained Transformer) is an Artificial Intelligent chatbot developed by OpenAI that can be used for a variety of Excel tasks to improve your office productivity, whether you are an accountant, a finance analyst, a manager, an administrator or any other corporate professional.

We will discuss the top ways ChatGPT can help you in Excel.  Your mind will be blown by how fast and easy it is to use ChatGPT to level up your office productivity in Excel by 10x!

Watch our ChatGPT Excel Training Video

 

1. ChatGPT Excel Formula Writing

ChatGPT can help users to understand and use Excel formulas by providing explanations and examples on how to use these Excel formulas.

For example, we have this data set and we want to get the Total Sales. What Excel Formula should we use?

How to use ChatGPT with Microsoft Excel - The Ultimate Guide

We can ask ChatGPT to answer this for us:

How to use ChatGPT with Microsoft Excel - The Ultimate Guide

ChatGPT gave us the following Excel formula =(B2:B10). We pasted this Excel formula in cell B11 and can see that it works great!

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How to use ChatGPT with Microsoft Excel - The Ultimate Guide

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2. ChatGPT Excel Formula Explanation

VLOOKUP in Excel is probably the most popular Excel formula and most Excel users don’t understand how it works.

We can easily ask ChatGPT to explain Excel’s VLOOKUP function below:

How to use ChatGPT with Microsoft Excel - The Ultimate Guide

As you can see, ChatGPT was spot on in explaining Excel’s VLOOKUP function by giving its syntax and an example of how to use the VLOOKUP function in Excel.

 

3. ChatGPT Excel Formula Examples With Data

We can now go a step further and ask ChatGPT to give us an example of a VLOOKUP formula in Excel using real business data in a table (I had to edit my question a couple of times to get the output below, but you get the gist):

How to use ChatGPT with Microsoft Excel - The Ultimate Guide

If you don’t get your desired result after asking your first question, you can either edit your question or press the “Regenerate response” button.  Using ChatGPT to give you examples of Excel formulas will enhance your understanding of Excel functions.

Here is a link to more Excel Function explanations.

 

4. ChatGPT Excel Formula Debugging

I’m sure that you have written many Excel formulas over the years and got an error!  I certainly have many times. ChatGPT can also help you in Excel by troubleshooting errors in your Excel formula.

Using the example from the section above (3. ChatGPT Excel Formula Examples With Data), we have entered this argument below in Chat GPT:

How to use ChatGPT with Microsoft Excel - The Ultimate Guide

ChatGPT was able to troubleshoot the error and give us the correct Excel formula!

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5. ChatGPT Complex Excel Formula Help

If your nerdy colleague has written a massive nested Excel formula and you don’t have a clue what it means, no worries, as ChatGPT will help you explain that particular Excel formula.

We have asked ChatGPT to explain the following Excel formula for us so we can get a better understanding of it:

How to use ChatGPT with Microsoft Excel - The Ultimate Guide

 

6. ChatGPT Complex Excel Formula Help – Using Data

The above explanation is ok but we can get a better explanation by asking ChatGPT to return us an example with real business data in a table using Excel’s grid in the background:

How to use ChatGPT with Microsoft Excel - The Ultimate Guide

Chat GPT did a great job in troubleshooting our complex Excel formula with a great visual & textual example!

 

7. ChatGPT & Power Query – How to consolidate two sheets in Excel

Power Query is a powerful feature inside Excel and it can clean, transform and consolidate your data in a flash.

Power Query can get a bit complicated if you are trying to learn it for the first time, but we can use ChatGPT to explain to us how to consolidate two sheets in Excel:

How to use ChatGPT with Microsoft Excel - The Ultimate Guide

Wow! ChatGPT was able to give us a detailed step by step guide on how to consolidate two sheets in Excel!

 

8. ChatGPT & Sample Excel Data

We can use ChatGPT to give us some sample Excel data in a flash, which we are going to use to create a Pivot Table in the next section:

How to use ChatGPT with Microsoft Excel - The Ultimate Guide

 

9. ChatGPT & Excel Pivot Tables

Now we can ask ChatGPT for a Pivot Table report that shows us the difference in keyboard sales for the last 3 years :

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How to use ChatGPT with Microsoft Excel - The Ultimate Guide

WOW! I tested this inside Excel using a Pivot Table and following ChatGPT’s instructions above and the Pivot Table was spot on (see my Pivot Table report below):

How to use ChatGPT with Microsoft Excel - The Ultimate Guide

 

10. AI Excel Formula Bot

With ChatGPT you can get accurate answers to your Excel formula questions but it can be unreliable at times, slow to respond when there is high demand and expensive if you upgrade to the ChatGPT Plus account.

There is an alternative.  You can transform your text instructions into Excel formulas in seconds with the help of AI for free.  Click here to generate free formulas now!

 

11. ChatGPT & VBA Macros

ChatGPT can be used to automate repetitive tasks in Excel, such as running calculations or updating data, by creating VBA Macros that can be run with a simple command.

We can ask ChatGPT to write an Excel macro that removes the duplicates of the first column of data:

How to use ChatGPT with Microsoft Excel - The Ultimate Guide

Here is the VBA Code written by ChatGPT:

Sub RemoveDuplicates()
Dim rng As Range
Set rng = Range("A1").CurrentRegion
rng.RemoveDuplicates Columns:=1, Header:=xlNo
End Sub

This is accurate code and it even added an explanation of how you can use this VBA program to start running it inside your workbook!

Let’s place the ChatGPT code inside our VBA Editor to test this out:

How to use ChatGPT with Microsoft Excel - The Ultimate Guide

Now I intentionally placed duplicate data in our first column. Let’s click Run!

How to use ChatGPT with Microsoft Excel - The Ultimate Guide

The duplicate data is now gone! Great work ChatGPT!

How to use ChatGPT with Microsoft Excel - The Ultimate Guide

 

12. ChatGPT & Excel Shortcuts

ChatGPT can help Excel users to navigate and use Excel more efficiently by providing shortcuts and tips for common tasks.

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Forgot a specific Excel keyboard shortcut? Just ask ChatGPT all about it and it will even give you an explanation of what it does, as a bonus! Here’s what I got when I asked all about Flash Fill. The answer was spot on!

How to use ChatGPT with Microsoft Excel - The Ultimate Guide

 

13. ChatGPT Conclusion & Warning!

In conclusion, ChatGPT is a highly efficient tool that can help to automate many Excel tasks, improve data analysis, and speed up the process of working with Excel formulas and data. By using its advanced natural language processing (NLP) capabilities and integration with other tools, ChatGPT can help to unlock new insights and improve your office productivity.

But be warned! Using ChatGPT to learn Excel can hinder your Excel skills & level as it is a short term band-aid solution.

To increase your Excel skills & level you need to practice, make mistakes and practice some more…hey, that’s how I became an Excel expert and later a Microsoft Excel MVP!

With my flagship Academy online Excel & Office course, you can quickly advance your Excel skills & level for only $1. Check it out here!

You can learn more about Excel with Formulas, Pivot Tables, and Macros here!

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Founder & Chief Inspirational Officer at MyExcelOnline.com

John Michaloudis is a former accountant and finance analyst at General Electric, a Microsoft MVP since 2020, an Amazon #1 bestselling author of 4 Microsoft Excel books and teacher of Microsoft Excel & Office over at his flagship Academy Online Course.

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