ChatGPT Prompts for Excel

Create a VLOOKUP formula that finds a value from one Excel sheet and returns a corresponding value from another sheet. Handle errors with IFERROR so missing matches show 'Not Found' instead of #N/A.

Build an INDEX/MATCH formula that's more flexible than VLOOKUP. Show me how to use it for multiple criteria lookups and explain when it's better than VLOOKUP.

Generate a SUMIF formula to sum all values in column B where the corresponding value in column A equals 'Sales'. Then show me how to modify it for multiple criteria using SUMIFS.

I have a messy dataset with duplicate rows, extra spaces, and inconsistent formatting. Create an Excel workflow to: 1) Remove duplicates, 2) Trim whitespace, 3) Standardize date formats, 4) Identify missing values.

Show me how to create a pivot table in Excel that summarizes sales by region and product category. Then explain how to add filters and sort the results by revenue.

Build formulas to calculate: 1) Average sales per customer, 2) Month-over-month growth percentage, 3) Top 10% performing products. Use real Excel functions and explain each step.

Write a VBA macro that automatically: 1) Imports data from a CSV file, 2) Cleans and formats it, 3) Creates a pivot table, 4) Sends the report via email. Include error handling.

Create a Power Query script that pulls data from a web API or database, transforms it (filter, rename columns, remove nulls), and loads it into Excel automatically every morning.

Build a macro that generates personalized Excel reports. For each customer in my list, create a separate sheet with their specific data, charts, and a formatted summary page.

Design an Excel dashboard that shows: 1) Revenue trends over time (line chart), 2) Sales by region (pie chart), 3) KPI cards (total sales, growth %), 4) Filters for dynamic updates.

Create conditional formatting rules that: 1) Highlight cells above/below targets, 2) Use color scales for performance ranges, 3) Add data bars for quick comparisons. Make it professional and readable.

Build an interactive Excel dashboard using slicers and timelines. Show monthly sales data that updates when I change the date range or select different regions. Include a summary KPI section.

Build a 3-statement financial model in Excel: 1) Income statement, 2) Balance sheet, 3) Cash flow statement. Link them so changes in revenue automatically update all three.

Create a forecasting model using historical sales data. Generate 12-month projections with trend analysis, seasonal adjustments, and confidence intervals. Include sensitivity tables.

Design a break-even analysis tool. Input fixed costs, variable costs, and selling price. Calculate and visualize the break-even point. Add a slider to explore what-if scenarios.