Part I. Using ChatGPT in Excel
In Part I, you’ll learn the basic mentality to combine Excel and AI. We’ll focus on ChatGPT, but you can also apply the described methodology to other AI tools, such as Gemini and Claude, or even to conversational models you can install locally.
Chapter 1 introduces the basic concepts of Excel and explains why spreadsheets are a natural fit for AI assistance. It describes the benefits AI brings to Excel, including speed, accessibility, and support for complex analysis, and discusses situations where AI adds little value or can obscure simple logic. The chapter also walks through a simple example showing how AI can perform common Excel operations more quickly. It concludes with a survey of the main AI tools available for Excel, setting the stage for practical use in later chapters.
Chapter 2 introduces a practical framework for structuring conversations with ChatGPT using a narrative arc: context, main point, and action. This approach encourages a way of thinking that extends beyond any single AI tool. Rather than focusing on how to operate a specific system, the chapter helps you develop a reusable mindset for interacting with AI through well-structured prompts. The framework is illustrated using ChatGPT and applied to common Excel tasks. The chapter concludes with hands-on prompts for creating basic functions and formulas.
Chapter 3 explains how to use ChatGPT to accelerate common Excel tasks such as template creation, Autofill, and data enrichment. ...
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