April 2026
Intermediate
390 pages
5h 31m
Chinese
Content preview from 学习 Excel 生成式人工智能工具 (Chinese Edition)
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第 11 章. Excel AI 插件的现状
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初次接触 Excel 中的 AI 功能时，人们很容易认为仅需一个工具——尤其是 Copilot 或 ChatGPT——就已足够。毕竟，Copilot 能够总结数据、解释公式、生成图表，甚至能通过自然语言帮助您编写函数。那么，您为何还需要额外的加载项呢？既然系统已内置 AI 助手，其他功能岂非多余？
但当你开始处理真实的电子表格时——其中可能包含杂乱的文本字段、不一致的产品名称、多语言注释、嵌套公式，以及需要每月更新的仪表盘——你会发现并非所有AI功能都同样强大。 Copilot在帮助你探索和理解方面表现出色。它是一个对话伙伴。你提问，它回答。 你提出请求，它便作出响应。但 Copilot 并不总是针对专业工作簿中所需的受控、可重复操作进行优化。此外，使用 Copilot 还需付费。
这就是第三方 AI 加载项发挥作用的地方。它们并非取代 Copilot，而是专注于特定领域。其中大多数提供免费套餐：如果您拥有小型数据集，可以利用加载项提供的免费额度，完全免费地对其进行处理。每个加载项解决的都是不同类别的问题。 有些插件将 AI 直接引入单元格，为您提供类似公式的功能，您可以像使用 SUM()或VLOOKUP() 一样向下填充。另一些则实现端到端工作流的自动化：清理数据、创建工作表、制作图表以及准备报告，而无需您重复执行相同的步骤。还有一些专注于帮助您理解和改进公式，将复杂的逻辑转化为通俗易懂的英语。
在本章中，我将带您了解当前 Excel 人工智能加载项的整体情况，重点包括以下内容：
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Numerous.ai
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适用于 Excel 的 GPT 适用于 Word
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Power GPT
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Sally Suite
但在开始之前，我想先介绍一下 Excel 中的加载项概念。
介绍 Excel 中的加载项
加载项是 能够为 Excel 扩展额外功能的组件。 它们可以引入新公式、自动化工作流程、将 Excel 连接到外部服务，或提供标准安装中未包含的工具。 许多加载项由第三方开发，可通过Office 加载项商店获取。
部分加载项可将 Excel 与 Cloud 服务、客户数据库或机器学习工具连接起来。使用加载项的主要优势在于，您可以在 Excel 内继续工作，同时访问那些原本需要切换到其他应用程序才能获得的高级功能。
要在 Windows 上安装加载项，请单击“文件”>“帐户”>“获取加载项”。如果此选项被禁用，请选择“主页”>“加载项”或“开发工具”>“加载项”>“Office 商店”。在搜索框中输入加载项名称，选择“添加”，接受条款，并根据提示登录。此外，您还可以直接从功能区中的“主页”选项卡安装加载项。
要在 macOS 上安装加载项，请单击“插入”>“加载项”>“获取加载项”。如果此选项不可用，请转到功能区并选择“主页”>“加载项”>“更多加载项”>“Office 加载项”或“开发工具”>“加载项”>“Office 加载项”。搜索加载项名称，选择“添加”，接受条款，并根据提示登录。
AI驱动的加载项
AI 驱动的加载项将语言模型和自动推理功能直接引入 Excel。它们可以解释纯文本指令、生成公式、从长文本值中提取字段，或重写存储在单元格中的内容。这些加载项将 Excel 连接到外部 AI 服务，并在工作簿内部执行请求。安装加载项时，建议您同时查看其条款和隐私政策。
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