AI Tools for Business/ChatGPT Prompts for Excel

ChatGPT Prompts for Excel (2026): 60+ Templates for Every Spreadsheet Task

The average Excel user wastes 2 to 3 hours per week on tasks AI can handle in minutes: formula debugging, data cleaning, report building, and automation. These 60 prompts cover the full Excel workflow, from writing your first formula to building dashboards and automating with VBA. Each prompt includes context you can fill in and notes on what makes it work.

60+
Excel prompts
5
Categories
10
FAQ answers
Formula writingData cleaningPivotTablesVBA macrosPower Query

What AI Actually Changes About Working in Excel

Excel has a steep formula learning curve and an extremely deep feature set that most users barely scratch. AI does not teach you to use Excel the old way faster. It changes the bottleneck entirely. Instead of spending 30 minutes finding the right function in documentation, you describe what you need in plain English and get a working formula with an explanation in 30 seconds. Instead of debugging a nested IF statement for an hour, you paste the error and get the fix immediately.

Formula writing

Describe the calculation you need in plain English. ChatGPT writes the formula and explains each component. Works for basic arithmetic through complex XLOOKUP and dynamic array formulas.

Formula debugging

Paste a broken formula and the error message. AI identifies what went wrong and provides the corrected version. Often faster than reading the Excel documentation or posting to Stack Overflow.

Automation with VBA

Describe the repetitive task you want to eliminate. ChatGPT writes a working macro. For users without a programming background, this is the fastest path to automating monthly reports, data processing, and copy-paste workflows.

In 2026, Microsoft Copilot in Excel is available for Microsoft 365 Business and Enterprise subscribers and handles basic tasks (insert a formula, create a PivotTable, format data) directly in the Excel interface via natural language. For users without Copilot access, or for more complex tasks where you need to understand the formula rather than just get one, these prompts provide the same capability through any AI tool.

How to Write Excel Prompts That Get Usable Formulas

Most bad Excel prompt results come from the same five input mistakes. These six steps eliminate all of them.

1

Always specify your Excel version

Excel 365 has XLOOKUP, FILTER, UNIQUE, and SORT functions that 2016 and 2019 do not. Without your version, AI may suggest formulas that produce errors. Mention: Excel 365, Excel 2019, Excel 2016, Excel for Mac, or Google Sheets.

2

Name every column and what it contains

Instead of 'column A and column B', say 'Column A contains customer names (text), Column B contains order dates (MM/DD/YYYY), Column C contains order values (numbers). Data starts in row 2, row 1 is headers.' This one change improves formula accuracy more than any other.

3

Describe edge cases explicitly

What should happen when a cell is blank? When a value is zero? When text and numbers are mixed? When the lookup value is not found? AI handles these cases only if you mention them. 'If column C is blank, return 0' is worth adding to almost every formula prompt.

4

Paste error messages exactly

When debugging, include the full error: #VALUE!, #REF!, #N/A, or the specific wrong number. Also describe what result you expected. Both pieces of information help AI identify whether the problem is syntax, logic, or data type.

5

Ask for an explanation alongside the formula

Add 'explain each part of this formula in plain English' to your prompt. This serves two purposes: it helps you understand the formula so you can modify it, and it catches cases where the AI produced a formula that is technically valid but does not actually do what you need.

6

Test on a small sample before applying to full data

Test any AI-generated formula on 10 rows before applying it to 10,000. AI formulas are usually correct but occasionally have subtle logic errors that only show up with specific data patterns. A quick manual spot-check saves hours of troubleshooting later.

Excel Tasks by AI Approach: What to Use for What

Different Excel tasks call for different AI tools and approaches. Here is the practical breakdown for 2026.

Excel TaskBest ApproachNotes
Write a complex formula (XLOOKUP, nested IF, SUMPRODUCT)ChatGPT or Claude promptDescribe the calculation in plain English, give column context, specify Excel version. Works better than searching documentation.
Debug a broken formulaChatGPT or Claude promptPaste the formula, the error, and what you expected. AI diagnosis is often faster than manual debugging.
Basic formula writing (SUM, IF, AVERAGE)Microsoft Copilot in ExcelIf you have Excel 365 with Copilot, use it directly in the interface. Faster for simple tasks.
Write a VBA macro for automationChatGPT or Claude promptDescribe the manual task you want to automate. Ask for error handling. Test on a copy of your file.
Power Query transformation stepsChatGPT promptChatGPT gives clear step-by-step Power Query Editor instructions. Can also write M code for complex transforms.
PivotTable setup and guidanceChatGPT prompt or CopilotBoth work well. ChatGPT gives more detailed explanations of which field goes where and why.
Dashboard planning and layoutChatGPT promptDescribe your audience and the 3 questions the dashboard should answer. AI recommends chart types and layout.
Data cleaning formulasChatGPT or Claude promptDescribe the mess. Paste a sample row. Ask for formulas plus edge cases. More effective than searching for the right text function.
Excel60+ prompts

ChatGPT Prompts for Excel 2026:
60+ Copy-Paste Templates

Copy-paste prompts for every Excel challenge, formula writing, data cleaning, PivotTables, charts, dashboards, VBA macros, and Power Query. Works with ChatGPT, Claude, and Gemini.

60+
Excel prompts
5
Categories
10
FAQ answers
Formula writingData cleaningPivotTables & chartsDashboardsVBA & Power Query

Formula Writing & Explanation

Get ChatGPT to write, fix, or explain any Excel formula, from basic lookups to complex nested logic.

Formulas

Write a Formula from Plain English

Write an Excel formula that does the following:
[Describe what you want it to do in plain English]

Context:
- Column A contains: [describe data]
- Column B contains: [describe data]
- I want the result in column: [which column]
- Any special conditions: [e.g. "if value is blank, return 0", "ignore case", "only include rows where column C = 'Active'"]

Give me the formula, then explain each part of it in plain English so I understand how it works.
Formulas

Fix a Broken Formula

My Excel formula is returning an error or wrong result. Please help me fix it.

Formula: [paste your formula]
Expected result: [what it should return]
Actual result or error: [what it's currently returning, e.g. #VALUE!, #REF!, wrong number]
Data description: [briefly describe what's in each relevant column]

Please: (1) identify the bug, (2) show the corrected formula, (3) explain what was wrong and why the fix works.
Formulas

Explain This Formula Step by Step

Explain this Excel formula in plain English, step by step:

[paste formula here]

Context: This formula is used to [briefly describe what it's supposed to do].

Break it down so someone who isn't an Excel expert could understand it. Explain: what each function does, how they're nested, and what the formula returns overall.
Formulas

Convert VLOOKUP to XLOOKUP

Convert this Excel VLOOKUP formula to the modern XLOOKUP equivalent:

VLOOKUP: [paste formula]

After converting:
1. Show me the XLOOKUP formula
2. Explain what changed and why XLOOKUP is better for this use case
3. Highlight any differences in behaviour I should be aware of (e.g. handling of errors, column count changes)

Data Cleaning & Transformation

Prompts for cleaning messy data, standardising formats, splitting columns, and removing duplicates.

Data Cleaning

Clean and Standardise a Data Column

I have a column in Excel with messy data that needs cleaning. Help me write formulas or steps to:
[Choose what applies:]
- Remove leading/trailing spaces
- Standardise capitalisation (all UPPER / all lower / Title Case)
- Remove special characters except [specify which to keep]
- Remove numbers/text from a mixed column
- Standardise date formats to DD/MM/YYYY or YYYY-MM-DD
- Extract only the [first name / last name / domain / number] from mixed text

Column description: [What's in it and what it looks like now]
Desired output: [What it should look like]
Data Cleaning

Split One Column into Multiple

I need to split a single Excel column into multiple columns. Here's what the data looks like:

Current format: [e.g. "John Smith, [email protected], London" all in one cell]
Desired output:
- Column A: [First part, e.g. First Name]
- Column B: [Second part, e.g. Last Name]
- Column C: [Third part, e.g. Email]

The separator is: [comma / space / dash / semicolon / other]

Give me the formulas to split this data into separate columns, plus any edge cases I should watch for.
Data Cleaning

Find and Handle Duplicates

Help me find and deal with duplicate rows in my Excel spreadsheet.

My data is in columns [A through X] and has [number] rows.
A "duplicate" means: [e.g. same email address / same order ID / all columns match / first 3 columns match]

I want to:
[Choose one:]
- Highlight duplicates with conditional formatting
- Create a formula column that flags duplicates as TRUE/FALSE
- Keep only the first occurrence and remove the rest
- Keep only the most recent row (based on column [X] which contains dates)

Show me the steps or formulas to accomplish this.
Data Cleaning

Combine Data from Multiple Sheets

I have data spread across [number] sheets in the same Excel workbook and need to combine them into one master sheet.

Sheet names: [List them, e.g. January, February, March]
Data structure: Each sheet has the same columns: [list column headers]
Starting row of data: Row [X] (row 1 is headers)

Options I want help with:
1. A formula approach to pull data from each sheet into a master sheet
2. A Power Query approach (if that's better for this case)
3. How to keep the master sheet automatically updated when I add rows to other sheets

Which approach do you recommend and why?

Data Analysis & Calculations

Prompts for building calculations, running comparisons, summarising data, and finding insights.

Analysis

Build a Summary Calculation Table

Help me build a summary table in Excel that calculates key metrics from my raw data.

My raw data is on a sheet called [Sheet Name] and contains:
- [Column A]: [description]
- [Column B]: [description]
- [Column C]: [description]

I want a summary table that shows:
- Total [metric] by [category]
- Average [metric] per [group]
- Count of [items] where [condition]
- [Any other metrics you need]

Should I use SUMIF/COUNTIF formulas, a PivotTable, or SUMPRODUCT? Recommend the best approach and show me how to build it.
Analysis

Year-over-Year or Period Comparison

I need to compare data across two time periods in Excel and calculate the variance.

Data setup:
- Column A: [Category names]
- Column B: [Current period values, e.g. 2025]
- Column C: [Previous period values, e.g. 2024]

I need formulas to calculate:
1. Absolute variance (Current minus Previous)
2. Percentage change ((Current - Previous) / Previous)
3. Direction indicator: UP / DOWN / FLAT
4. Optional: a simple in-cell bar using REPT to visualise size

Format the percentage to 1 decimal place. Handle divide-by-zero errors for rows where the previous period is 0.
Analysis

Running Total and Cumulative Calculations

I need to add running totals and cumulative calculations to my Excel spreadsheet.

Column layout:
- Column A: [Date or period]
- Column B: [Values to accumulate, e.g. sales, revenue, units]

Help me create:
1. A running total column (cumulative sum from row 1 to current row)
2. Running percentage of total (what % of the overall total has been reached so far)
3. A formula that resets the running total each time a new month/year starts (if applicable)

Make the formulas work correctly even when I add new rows at the bottom.
Analysis

Statistical Summary of a Dataset

Help me calculate a statistical summary of my dataset in Excel.

My data is in column [X], rows [Y to Z], and represents [describe what the data is].

I want to calculate:
- Count of values
- Sum
- Average (mean)
- Median
- Mode
- Standard deviation
- Min and Max
- 25th percentile (Q1), 75th percentile (Q3), and IQR
- Count of outliers (values more than 2 standard deviations from the mean)

Show me the formula for each one and put them all in a clean summary table layout.

PivotTables, Charts & Dashboards

Build powerful PivotTables, create the right charts, and design Excel dashboards that communicate clearly.

PivotTables

Build a PivotTable, Step by Step

Walk me through building a PivotTable in Excel to answer this question:
[Describe what you want to know, e.g. "What are total sales by product category for each month?"]

My raw data has these columns:
[List your column headers]

The data is on sheet: [Sheet name]
Row count: approximately [number]

Please:
1. Tell me exactly where to place the PivotTable
2. Which field goes in Rows, Columns, Values, and Filters
3. How to format the value field (sum, count, average, %)
4. Any grouping I should apply (e.g. group dates by month)
5. How to sort the PivotTable to show the most useful view first
PivotTables

Choose the Right Chart Type

I need to visualise this data in Excel and I'm not sure which chart type to use:

Data description: [Describe what you have, e.g. "Monthly revenue by product category for 12 months, 5 categories"]
What I want to show: [e.g. "How each category contributes to total revenue each month" / "Which category grew the fastest" / "How values compare at a single point in time"]

Please:
1. Recommend the best chart type for this goal and explain why
2. Tell me the alternatives and when I'd choose those instead
3. Walk me through how to create the recommended chart in Excel (which columns to select, chart type to choose)
4. Give me 2-3 tips to make the chart look cleaner and more professional
PivotTables

Build a Simple Excel Dashboard

Help me plan and build a simple one-page Excel dashboard to track [describe what you're tracking, e.g. monthly sales performance / project milestones / budget vs actuals].

My raw data includes: [List your key data columns]
Audience: [Who will use this, e.g. my manager, the team, myself]
Key questions the dashboard should answer:
1. [Question 1]
2. [Question 2]
3. [Question 3]

Please help me:
1. Decide which charts and tables to include
2. How to structure the layout on the page
3. How to use named ranges or dynamic references so the dashboard updates automatically
4. How to use slicers or dropdowns to let users filter the data
PivotTables

Dynamic Chart with Dropdown Filter

I want to create a chart in Excel that updates dynamically based on a dropdown selection.

My data: [Describe your data structure]
What I want to filter by: [e.g. product category, region, year, sales rep]
Chart type: [e.g. bar chart, line chart]

Walk me through:
1. How to create a Data Validation dropdown list in a cell
2. How to use INDEX/MATCH or OFFSET to create dynamic source data that changes based on the dropdown
3. How to link the chart to the dynamic range
4. Testing, how to verify it's working correctly

I'm using Excel [version: 365 / 2019 / 2016].

Automation, VBA & Power Query

Prompts for automating repetitive tasks, writing VBA macros, and using Power Query to transform data.

Automation

Write a VBA Macro for a Repetitive Task

Write a VBA macro in Excel that automates this repetitive task:
[Describe exactly what you do manually, e.g. "Every week I copy column A from Sheet1, paste it as values into Sheet2 column B, then sort Sheet2 by column C descending, then save the file"]

Additional requirements:
- Add a confirmation message before the macro runs
- Show a success message when it's done
- Handle errors gracefully (don't crash if a sheet is missing)

I'll run this macro by clicking a button. Include instructions for how to add it to a button on the sheet.
Automation

Power Query, Clean and Import Data

Help me use Power Query in Excel to import and clean data from [CSV file / another Excel file / web URL / SharePoint].

Source: [Describe the source and what the raw data looks like]

Transformations I need:
- Remove columns: [list columns to drop]
- Rename columns: [old name → new name]
- Filter rows where [column] [is / is not / contains] [value]
- Remove blank rows
- Change data type of [column] to [Text / Number / Date]
- [Any other transformations]

Goal: Load the cleaned data into Excel sheet [Sheet name] and set it to refresh automatically [manually / on file open / on schedule].

Walk me through the steps in Power Query Editor.
Automation

Automate a Monthly Report

I create the same Excel report every month and want to automate it. Help me plan the automation.

Current manual process:
1. [Step 1, e.g. copy data from system export CSV into Raw Data tab]
2. [Step 2, e.g. run calculations in Summary tab]
3. [Step 3, e.g. update charts]
4. [Step 4, e.g. save as new file with current month name]

My Excel version: [365 / 2019 / 2016]

Please:
1. Identify which steps can be automated with Power Query, formulas, or VBA
2. Recommend the best approach for each step
3. Give me a high-level plan for how to build this automation
4. Highlight any steps that will still need manual input
Automation

Create a Dynamic Drop-Down List

Help me create a dynamic drop-down list in Excel that automatically updates when I add new items.

Setup:
- My list of options is in column [X] on sheet [Sheet name]
- The drop-down should appear in cell [or range] [specify]
- When I add a new item to the list, the drop-down should automatically include it

Method options:
1. Using a named range + OFFSET (older approach)
2. Using a Table (Excel Table) + structured reference (recommended modern approach)
3. Using UNIQUE formula (if Excel 365)

Recommend the best method for my setup and walk me through creating it step by step, including how to handle blank entries in the list.

ChatGPT for Excel, FAQ

Everything you need to know about using AI for Excel.

ChatGPT for Excel: Frequently Asked Questions

Can ChatGPT write Excel formulas?

Yes. ChatGPT is one of the most reliable tools available for writing Excel formulas. Describe what you want the formula to do in plain English, give it the column layout, and it will generate the formula with an explanation. It works for everything from basic SUM and VLOOKUP to complex nested INDEX/MATCH, dynamic arrays (FILTER, UNIQUE, SORT), and conditional aggregation with SUMPRODUCT. Always mention your Excel version because dynamic array functions are only available in Excel 365 and later.

How do I get the best Excel formula results from ChatGPT?

Be specific about your column layout. Tell it what data is in each column, what the formula should return, any edge cases (if blank return 0, ignore case, exclude rows where column C is inactive), and your Excel version. Paste the actual cell references (A2:A100) rather than vague descriptions like 'column A'. Include error messages exactly as they appear in Excel. The more precise your input, the less time you spend editing the output.

Can ChatGPT help fix broken Excel formulas?

Yes. Paste the formula, describe what it should do, paste the error or wrong result exactly as it appears, and describe the data layout. ChatGPT will identify the bug, provide the corrected formula, and explain what went wrong. This is one of the most practically useful Excel AI tasks because formula errors often require significant time to diagnose manually, and AI can spot common patterns like mismatched parentheses, wrong argument order, or division-by-zero immediately.

What Excel tasks is ChatGPT best at?

ChatGPT performs best on: writing and explaining formulas (VLOOKUP, INDEX/MATCH, XLOOKUP, nested IF statements), data cleaning logic (splitting columns, standardising formats, removing duplicates), PivotTable setup and configuration guidance, VBA macro writing for repetitive tasks, Power Query transformation steps, and dashboard planning. It is less reliable for highly visual formatting tasks. For any task involving actual clicks in the Excel interface, it describes the steps rather than performing them.

Can ChatGPT write VBA macros?

Yes. Describe the repetitive task you want to automate in plain English and ChatGPT will generate a VBA macro. Always test macros on a copy of your file before running on important data. ChatGPT handles basic to intermediate VBA well: file operations, looping through rows, conditional formatting, sheet manipulation, and copy-paste automation. For complex enterprise macros with error handling requirements, review the code carefully and test thoroughly. Ask it to add error handling and user confirmation prompts when writing macros that modify data.

How do I use AI to learn Excel formulas, not just copy them?

Ask ChatGPT to explain any formula you do not understand step by step, with each component broken down individually. Ask it to show you the formula for a specific task and then explain why each function was chosen and what it does. Ask for a simple example with sample data you can test yourself. This learn-through-explanation approach builds genuine understanding faster than documentation because you can ask follow-up questions until the concept is clear. It is more effective than copying formulas you do not understand.

Can ChatGPT help with Power Query?

Yes. Describe your data source and the transformations you need, and ChatGPT can guide you through the Power Query Editor steps in sequence. It can also help you write M code (Power Query's formula language) for more complex transformations that the GUI does not easily support. For common tasks like importing from CSV, removing columns, renaming headers, filtering rows, and changing data types, it gives reliable step-by-step instructions that work in Excel 365 and Excel 2019.

What Excel version should I mention in my prompt?

Always mention your Excel version. Excel 365 has dynamic array functions (XLOOKUP, FILTER, UNIQUE, SORT, SEQUENCE) that older versions do not support. If you ask for a formula without specifying your version, ChatGPT may suggest XLOOKUP when you only have VLOOKUP, or use FILTER when you need a SUMPRODUCT workaround. Specify: Excel 365, Excel 2019, Excel 2016, Excel for Mac, or Google Sheets. For Google Sheets users, most formula prompts work with minor syntax adjustments.

Can I use these prompts in Google Sheets instead of Excel?

Most formula prompts work for Google Sheets with minor adjustments. Just specify 'Google Sheets' in your prompt instead of Excel. Google Sheets supports most modern Excel formula syntax and also has its own functions like QUERY, IMPORTRANGE, and GOOGLEFINANCE that have no Excel equivalent. Power Query prompts are Excel-specific. For Google Sheets automation, ask about Google Apps Script rather than VBA. ChatGPT writes Google Apps Script well when you specify the platform.

Does Microsoft Copilot in Excel replace these prompts?

Microsoft Copilot in Excel (available in Microsoft 365 Business and Enterprise plans) handles some of these tasks directly within the Excel interface: inserting formulas, generating PivotTables, and creating charts from natural language. For users with access, Copilot is faster for basic tasks because it acts directly on your data. These prompts remain useful for more complex scenarios, users without Copilot access, detailed explanations of how formulas work, VBA macro writing, and Power Query M code generation. Both approaches are complementary.

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